OpenBooks
Ledger-first bookkeeping for small service businesses
Next.js 16ConvexPlunkFoundation
Cash Balance
$128.4K
Across 3 operating accounts
SyncedRevenue MTD
$42.8K
Stripe and ACH sources
+18%Expenses MTD
$19.6K
Software, contractors, fees
ReviewUnresolved
14
Need owner context
ActionWeekly Review Queue
The owner workflow will clear uncertain transactions before posting.
| Date | Counterparty | Suggestion | Amount | State |
|---|---|---|---|---|
| Jun 6 | OpenAI | Software and AI tools | $248.00 | Ready |
| Jun 6 | Stripe payout | Clearing reconciliation | $4,892.14 | Match |
| Jun 5 | Wise transfer | Contractor delivery labor | $1,850.00 | Review |
| Jun 4 | Mercury ACH | Marketing retainer revenue | $5,500.00 | Ready |
Integration Status
Bootstrap connections and next API gates.
Convex
Dev deployment ready
Vercel
Project link pending
Plunk
Keys queued for env storage
Plaid
Deferred until foundation verified
Stripe
Deferred until foundation verified
AI provider
OpenAI-compatible adapter planned
Trust Boundary
Accounting correctness comes before automation.
AI proposes. The ledger engine posts.
The first production milestone is a deterministic double-entry core, then bank and Stripe ingestion, then AI only for unresolved classification.