01
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 programThe 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.
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.
- One exception queue, not a transaction queue
- Evidence and source links beside every decision
- Prepared filing packet before an official handoff
- Client coverage and work provenance tracked per period
First cohort