Pricing / Built around your business
Plans start at
$950/month
Pricing scales with the complexity of your accounts, transactions, sources and reporting needs. We confirm the monthly scope and any setup or backfill work with you before you begin.
Discuss your setupWhat shapes your scope
Accounts
The wallets, financial accounts and existing books in scope.
Transactions
The activity that needs to be classified and reviewed.
Sources
The records and operating measures you bring together.
Reporting needs
The sections, audiences and updates your team needs.
Setup and any historical backfill are scoped before you begin.
A little more clarity
Before you begin.
(001)Do we need existing books?
No. You can start with activity from the accounts your organization uses and build a management record from the sources in scope. If you have books, OpenBooks can use them as an input.
(002)Does OpenBooks do accounting or taxes?
OpenBooks supports management reporting and planning. Formal accounting, accruals, tax and statutory sign-off remain with your accountant or adviser. Views built from source activity should state their basis and coverage.
(003)How much of our time does it take each month?
Most of the work happens during the month: designated reviewers confirm open items from a weekly summary. At period end you choose sections, add explanations and approve the report. Setup and any historical backfill are scoped separately before you begin.