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.
Categorize to the filing, not a generic chart of accounts
A generic bookkeeping tool sorts spending into buckets like "office" and "travel," and then someone spends a week before the deadline translating those buckets into the categories the regulator actually asked for. OpenBooks skips the translation by categorizing to the destination from the start.
A nonprofit transaction is classified against the 990 functional split — program, management, fundraising — at the moment it lands. A committee disbursement is classified against the report it will appear on. An HOA expense is classified against operating versus reserve. Because the books are already shaped like the filing, the filing is a review rather than a reconstruction.
Every decision carries its reasoning
A classification you cannot interrogate is not much better than a guess. Each categorization records why it was made — the rule it keyed on and the prior decisions it followed — so a treasurer, a board, or an auditor can ask "why is this here?" and get an answer rather than a shrug.
That record is also what makes the institution durable. When a treasurer leaves, the reasoning behind years of judgment calls normally leaves with them. Here it stays attached to the books.