Responsibility · Available now
Your AI Compliance & Finance Specialist — for campaign compliance.
Available now
OpenBooks keeps every campaign within the rules it files under: contributions reviewed, expenditures classified, evidence collected, the ledger current, and the filing drafted — with a person approving and submitting.
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
The compliance specialist a campaign already pays for.
Every campaign already pays someone to keep it compliant — a specialist, per candidate, every reporting period. OpenBooks becomes that specialist, and it is the one responsibility we own end to end right now.
What the specialist does today
- 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 for campaign compliance.
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.
How OpenBooks works a reporting period.
The four acts a compliance specialist runs every period — done between the deadlines, not the night before.
- Act 1 · ConnectPoint it at the campaignPoint OpenBooks at the campaign account and the systems it touches. It maps them once and learns the rules the campaign files under.
- Act 2 · PrepareReview and classify, continuouslyBetween deadlines it reviews every contribution, classifies every expenditure with its reason, chases the missing receipts, and keeps the ledger current.
- Act 3 · DraftAssemble the filingAhead of the deadline it assembles the filing, checked against the rules, and hands the treasurer exactly what needs a decision.
- Act 4 · ApproveA person approves and submitsThe treasurer reviews, approves, and submits. OpenBooks never files, never signs, and never moves money.
The Ownership Contract.
A specialist you can hand this 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.
Campaign compliance is available now. Start with one campaign.
This is the responsibility OpenBooks owns today. The buy path is the consultant page, where founding partner terms live — start with one candidate this reporting period and hand OpenBooks the rest as it performs.