OpenBooks program

Make financial operations feel handled.

We’re building a small network of operators who turn a client’s source activity into current, review-ready books and compliance work.

Apply to the program

The work is judgment, not data entry.

OpenBooks handles the mechanical layer: ingestion, duplicate checks, vendor mapping, categorization, evidence matching, reconciliation checks, deadline tracking, and report drafts. Partners investigate the exceptions that still need a person.

01

Who we’re looking for

Campaign treasurers, bookkeepers, accounting assistants, and fractional-finance operators with excellent document discipline and clear written communication.

02

What you own

Source quality, exception resolution, review-ready close work, and a calm handoff to the official filer—not a spreadsheet transcription queue.

03

Authority stays explicit

Applying does not appoint anyone as a committee treasurer. Filing authority and any final CSC action are verified separately for each client.

Built for leverage

Every recurring task we can automate should leave your queue.

First cohort

Tell us about your operations background.

We review fit before discussing client coverage, availability, compensation, or any filing role. Marketplace partnerships are a separate program.
Get Started →
Financial Operations Partner Program | OpenBooks