Product
AI bookkeeping that keeps every period current
Connected read-only, the OpenBooks agent categorizes every transaction as it lands and keeps each reporting period current. Categories are keyed to the statute or form your organization files under, so the books are always filing-ready rather than reconstructed at a deadline.
One feed in, categorized on arrival.
Always current
Transactions are classified continuously, not in a scramble before a deadline.
Rule-aware categories
Categories map to the functional buckets your filing needs — 990 functions, committee reports, reserve accounts.
Human in the loop
Every classification is reviewable; officers approve before anything becomes a filing.
This page is being expanded. The core capability is live — deeper documentation is on the way.