Prepare next board packet
Board-ready PDF assembled with the numbers current.
What does this agent do?
OpenBooks assembles current financials, budget variance, decisions, narrative, and source-linked ledger detail into one board-ready packet that remains private until your finance lead approves it.
What OpenBooks needs
- Bank feed connected
- Books current through this month
- Board meeting date on calendar
What OpenBooks will do
- I pull the numbers your board sees every meeting — cash, revenue, expense, variance.
- I draft the narrative around what changed and what needs a decision.
- I attach the underlying ledger detail for anyone who wants to verify.
- I assemble the packet as a single board-ready PDF.
- I send it to the board list on your approval.
What you get
A board-ready packet emailed to the board with the ledger attached.
Know exactly what you’ll receive
Walk into the meeting with current numbers, a plain-English explanation of what changed, and every figure traceable to the ledger.
- Cover page and meeting details
- Executive financial summary
- Cash, revenue, and expense trends
- Budget-to-actual variance and decisions needed
- Source-linked ledger appendix
A clear fit before you start
Nonprofits and HOAs that need repeatable board reporting without a full-time finance team.
You can customize
- Reporting period and comparisons
- Board narrative
- Organization branding
- Recipients and send time
OpenBooks prepares. You decide.
- 1
OpenBooks assembles a private draft and flags decisions or unusual changes.
- 2
Your finance lead reviews the narrative, figures, and recipient list.
- 3
OpenBooks emails the approved packet. Nothing reaches the board before approval.
Before you start
What financial information belongs in a board packet?
The OpenBooks packet includes cash, revenue, expenses, budget variance, material changes, decisions needed, and a source-linked ledger appendix.
Can OpenBooks send the packet to the board automatically?
OpenBooks can send the approved packet to the configured board list, but nothing is sent before your finance lead approves the figures, narrative, and recipients.
Can I edit the draft before anything happens?
Yes. OpenBooks prepares a private draft and surfaces questions. You can correct the narrative, classifications, figures, and recipients before approval.
Does OpenBooks make the final decision or submit for me?
No. OpenBooks prepares and organizes the work. Your authorized human reviews every consequential decision and handles certification or final submission where required.
How is each number verified?
Figures stay linked to the underlying ledger, transactions, and available evidence so reviewers can trace the source instead of relying on a summary alone.
What if my books are not ready?
Start anyway. OpenBooks identifies the missing prerequisites and unresolved items so you have a concrete checklist instead of discovering gaps at the deadline.
Use the words you would actually search
- How do I prepare a nonprofit board financial packet?
- What financial reports should a board receive?
- How can I automate a board packet?
A board-ready packet emailed to the board with the ledger attached.
~10 min to assemble. Sent the moment you approve.