Ledger upkeep
Transactions classified with the source and reasoning attached.
For lean finance teams
Hire OpenBooks for finance teams.
Available now
Keep the ledger current, the evidence attached, and the close ready for review—without adding another seat or rebuilding the numbers in a parallel spreadsheet.
Your team keeps accounting judgment, approval, and final sign-off.
Illustrative · July close8 of 10 ready
Review queueTwo decisions left.
Controller review80%
- Bank reconciliationComplete
- Card reconciliationComplete
- Accrual supportComplete
- Revenue timingReview
- Vendor receiptMissing
142 entries sourcedUpdated today
Current booksWork happens between close dates.
Visible evidenceEvery number keeps its support.
Human judgmentYour controller owns the decisions.
One operating record
Stop managing the close across inboxes, checklists, and spreadsheets.
OpenBooks does the repeatable preparation and turns the remaining work into a clear review queue. The result is not another dashboard to maintain. It is a current, evidence-backed record your team can use.
Reconciliation
Every account tied to its statement before the close becomes urgent.
Evidence collection
Missing receipts and support surfaced while people still remember the purchase.
Close preparation
Schedules, reports, and exceptions assembled into one review queue.
The monthly close
A close that gets smaller as the month goes on.
Routine work is resolved continuously. By close day, your team is reviewing decisions—not discovering the work.
- 01
Bring the record you have
Connect the accounts or start with bank exports, spreadsheets, and the files your team already uses.
- 02
Keep the books moving
OpenBooks classifies, reconciles, and gathers support between close dates instead of waiting for month-end.
- 03
Review only exceptions
Your controller gets a short queue of material choices, missing evidence, and items that require judgment.
- 04
Sign off on one record
Approved work becomes the current financial record for reports, diligence, and the next close.
The ownership contract
Clear work. Clear boundaries.
A useful finance teammate knows what they own and when to ask. OpenBooks works the same way.
OpenBooks owns
- Financial Record
- Ledger upkeep
- Reconciliation
- Expense classification
- Evidence collection
- Close preparation
OpenBooks does not own
- Accounting judgment
- Controller sign-off
- Final submission
Make the next close the last scramble.
Give your controller prepared work, not another person to manage.
Senior Accountant, in-house$120K/yr, fully loaded
OpenBooks$199/mo, flat
Get StartedStart with one entity or one close. Hand over more as OpenBooks earns it.