Community budget tracking for transparent organizations
OpenBooks helps clubs, fundraisers, and co-ops manage funds with role-based access, receipt tracking, and full audit trails.
Financial Summary
Community Fund
Balance
$12,450
Monthly trend
Categories
How it works
From setup to audit, OpenBooks streamlines every step of your financial journey.
Create org
Sign up and name your community. Invite founding members and set your local currency.
Setup funds
Define where money flows. Create categories like Events, Maintenance, or Grants.
Record transactions
Log every income and expense. Link entries to funds and categories for clear reporting.
Attach receipts
Upload proof for line items. Keep PDF, PNG, and JPG attachments near the transaction.
Review/approve
Admins and treasurers verify entries before they become approved records.
Reports/export
Generate summaries and CSV exports for meetings, reviews, and bookkeeping.
Roles & Permissions
Control who sees what with granular role-based access control built for organizational safety.
| Role | Visibility | Actions |
|---|---|---|
| Owner | Full account visibility | Manage org settings, members, and all admin actions |
| Admin | Full financial visibility | Manage users, approve entries, edit settings |
| Treasurer | Financial details + receipts | Record transactions, upload receipts, export CSV |
| Auditor | Read-only financial history | View receipts and export audit logs |
| Member | High-level balance summaries | View permitted summaries and transaction lists |
Built for Radical Transparency
Receipts + Audit Trail
Keep evidence next to transactions. The audit trail shows what changed, who changed it, and when.
Public Summary Page
Optionally publish a read-only summary of balances and totals while keeping sensitive line-item details private.
Domain Renewal
Catering for Annual Meetup
Deep Reporting, Zero Friction
Understand your organization's health with balances, trends, and exports.
Real-time Balances
Track fund calculations across categories and accounts.
Spending Trends
Visualize monthly activity to help plan for what comes next.
One-Click Exports
Download complete histories as CSV for meetings or review.
Ready to bring transparency to your community?
Start with a simple, auditable record for your organization.
The product tour is a self-guided walkthrough—no account required.