Publish your Q3 Financial Record
Public transparency page live at your org URL.
What does this agent do?
OpenBooks turns a closed quarter into an approved public Financial Record where cash, revenue, expenses, transactions, receipts, and approvals remain connected at one organization URL.
What OpenBooks needs
- Bank feed connected
- Q3 reconciled and closed
- Public URL configured
What OpenBooks will do
- I close the quarter and lock the ledger for the reporting window.
- I compile revenue, expense, and cash-position figures for the period.
- I attach every underlying transaction, receipt, and approval to the page.
- I publish the record at your public org URL and notify your list.
What you get
A public Q3 Financial Record with every underlying document attached.
Know exactly what you’ll receive
Publish a current public record that lets supporters verify the numbers instead of taking a summary on faith.
- 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
OpenBooks publishes and notifies your list only after 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 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 public Q3 Financial Record with every underlying document attached.
~2 min to assemble. Live the moment you approve.