Prepare your Q3 Financial Record for publication
Private Financial Record ready for authorized review and publication.
What does this agent do?
OpenBooks turns a closed quarter into a private, source-backed Financial Record preview where cash, revenue, expenses, transactions, receipts, and approvals remain connected for authorized review before publication.
What OpenBooks needs
- Bank feed connected
- Q3 reconciled and closed
- Public URL configured
What OpenBooks will do
- I prepare the closed-quarter ledger and surface any exceptions that still need review.
- I compile revenue, expense, and cash-position figures for the period.
- I attach every underlying transaction, receipt, and approval to the page.
- I assemble a private preview and bring publication, redactions, and any notification draft to an authorized person.
What you get
A private Q3 Financial Record preview with every underlying document attached.
Know exactly what you’ll receive
Give an authorized reviewer a current, source-backed record to inspect before anything becomes public.
- Quarterly financial summary
- Cash, revenue, and expense figures
- Source-linked transaction ledger
- Receipts and approval evidence
- Organization-branded public URL
A clear fit before you start
Organizations that want financial transparency without publishing unfinished working books.
You can customize
- Reporting period
- Public narrative
- Organization branding
- Notification list
OpenBooks prepares. You decide.
- 1
OpenBooks assembles a private preview from the closed quarter.
- 2
Your team reviews every public figure, attachment, and redaction.
- 3
An authorized person publishes the reviewed record. Any external notification needs its own approval.
Before you start
Does publishing expose unfinished books?
No. OpenBooks assembles a private preview from a closed period. Your team approves every figure, attachment, and redaction before publication.
Can OpenBooks publish the Financial Record or notify supporters on its own?
No. OpenBooks prepares the private preview and any notification draft. An authorized person reviews and publishes the record, then separately approves any external notification.
Can readers trace the published totals?
Yes. Published figures remain connected to the approved transaction and evidence trail available in the Financial Record.
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 can a nonprofit publish transparent financial records?
- What should a public quarterly financial report include?
- How can donors verify nonprofit financial information?
A private Q3 Financial Record preview with every underlying document attached.
~2 min to prepare a private preview after the records are ready. Publication happens only after authorized review.