How openbooks.fyi connects to your accounts, protects your data, and limits what automation can do on your behalf.
We connect to your bank and credit-card accounts on a read-only basis through a bank-aggregation provider. We can see transactions to keep your books current — we cannot move money, initiate transfers, or make payments from your accounts.
Your data sits behind authentication and row-level security, so each business’s records are isolated and only reachable by that business and the bookkeeper assigned to it. Access is scoped and logged.
Automation prepares work; it does not act unilaterally. GET filings and any payments are prepared as drafts you approve inside openbooks.fyi before anything is submitted to the state or paid. Nothing is filed or paid without your explicit sign-off.
If you connect openbooks.fyi to Claude or ChatGPT via our MCP connector, the assistant authenticates as you and is scoped to your business. Most connector tools are read-only, the write tools only prepare drafts, and you can revoke the connection at any time from your settings.
We do not sell your financial data and do not share it with third-party data brokers. We use it to do your bookkeeping and compliance — nothing else.
This page describes our security approach in general terms and is not a contract or warranty. Specific safeguards, subprocessors, and certifications will be detailed in our data processing terms as the product matures.
We compute your General Excise Tax from your real books and file Form G-45 on your schedule. First month free.
Get started free →