For campaign consultants
Your AI Compliance & Finance Specialist.
OpenBooks prepares filings, maintains financial records, gathers evidence, tracks approvals, and keeps your organization compliant — without another hire.
Today’s work is complete
- Contributions reconciled
- Preliminary Report prepared
- 14 missing receipts collected
- Ledger updated through today
Needs your judgment
Approve one expenditure
Estimated time: 42 seconds
Stop paying a specialist per candidate for repetitive compliance work.
You already outsource this. A compliance & finance specialist handles it, per candidate, every month. OpenBooks becomes that specialist — the same job, across your whole roster.
What you pay the specialist for
- Chase receipts
- Reconcile transactions
- Update ledgers
- Prepare filings
- Answer candidate questions
- Fix reporting mistakes
With OpenBooks
OpenBooks owns all of the above.
You review and submit.
What OpenBooks owns.
The specialist’s job description, held by one teammate, across every campaign on your roster.
- Campaign ComplianceEvery campaign kept within the rules it files under, period after period.
- Financial RecordOne current, verifiable record per campaign — the byproduct of the work being done right.
- LedgerMaintained between reporting periods, not reconstructed at the deadline.
- Contribution ReviewEvery contribution checked and matched to the deposit that carried it.
- Expense ClassificationEvery expenditure coded, with the reason it was coded that way.
- Evidence CollectionThe documentation gathered and attached — chased down, not left to the candidate.
- Draft FilingThe filing assembled, checked, and handed to you ready for review.
Where the work happens today. The ledger runs itself — every entry recorded, timestamped, and verifiable, live right now. The rest of this list is owned by OpenBooks the way a new specialist owns it in their first month: the work is ours and the accountability is ours, and today it is done by our team while we build the software to take over more of each cycle. Founding Campaign Partners get that team directly. We would rather tell you this now than have you find it out during a reporting period.
Every filing makes OpenBooks smarter.
Every filing teaches OpenBooks how your campaigns operate — so each reporting period requires less work than the last.
Designed for consultants who already hire compliance & finance specialists.
Same role you’re already paying for — per campaign, per candidate, per client. OpenBooks becomes that specialist across your entire book of business.
One OpenBooks. Every campaign. One compliance & finance specialist.
The record a specialist leaves behind.
Every campaign gets one Financial Record — searchable, verifiable, and always current. Not a report you request. The byproduct of the work being done right.
Financial Record
Every action OpenBooks takes, in the order it happened.
- Contribution recorded
- Expenditure classified
- Ledger updated
Append-only. Each entry is sealed to the one before it, so an entry cannot be altered after the fact without breaking the chain — and anyone you share it with can check that for themselves, without taking your word for it or ours.
The Ownership Contract.
A specialist you can hand a campaign to knows exactly where their job ends. So does this one.
OpenBooks owns
- Campaign Compliance
- Financial Record
- Ledger
- Contribution Review
- Expense Classification
- Evidence Collection
- Draft Filing
OpenBooks does not own
- Legal judgment
- Candidate approval
- Final submission
The right-hand column is the human boundary, and it does not move. OpenBooks drafts the filing; a person approves it and a person submits it. It never moves money, never signs a report, and never rewrites a record it has already sealed — including on our own instruction.
You already charge candidates for compliance work. OpenBooks does the prep for a fraction — you keep the margin.
Campaign consultants charge candidates around $750 per candidate for compliance work. OpenBooks does the prep at a fraction of that cost, so consultants keep the margin plus the client relationship. Priced per campaign candidate — well below what consultants already charge candidates. Founding partner pricing: start with one candidate this month. If OpenBooks performs, hand it the next two, then the rest — a line-item swap, one campaign at a time. Founding Campaign Partners get direct access to the OpenBooks team, weekly reviews, and locked pricing as capacity expands.