A CFO-grade financial OS for accountants and their clients.
Open Mind Ledger turns every QuickBooks Online file into a real-time advisory surface — runway, EBITDA, taxes, budgets, forecasts, schedules — all under one login. Built so accountants can carry every client, and every client can see only their own numbers.
- 16
- Shipped features
- 5
- Chapters
- 20+
- Industry profiles
Five chapters.
Each chapter groups the modules a CFO actually reaches for. Below is the marketing-distilled view — what the chapter is, why it matters, and a few specifics worth knowing.
- 013 features
Dashboards
Three live surfaces that answer the three questions every operator actually asks: how is the business, what is it worth, and how long can it run. CEO/CFO health check, EBITDA bridge, and a cash-flow runway gauge — each one a single page tied to live QBO data.
- 3
- Live dashboards
- Real-time
- Tied to QBO sync
- 1-page
- Each surface
- 023 features
Planning
Three forward-looking modules that move clients from backward-looking compliance to proactive advisory — without adding headcount to the firm. Entity-type tax projection, scenario-aware budgets, and statistical revenue forecasts with confidence bands.
- S-Corp ↔ Sole-Prop
- Entity comparison
- 3
- Budget methods
- ARIMA / SARIMA
- Forecast models
- 033 features
Schedules & Reports
The unglamorous backbone — loan amortization, IRS-compliant depreciation, and professionally formatted financial statements — all wired into the live dashboards above. Mortgage-style P&I tables feed debt service. MACRS, Section 179, and bonus depreciation feed tax planning. The Reports Center carries the standard statements plus a custom builder.
- P&I
- Amortization tables
- MACRS · §179
- Depreciation methods
- 6+
- Standard statements
- 046 features
Platform
The reason the dashboards are fast, the math is trustworthy, and the customer-data story holds up: multi-tenant data isolation, cost-aware QBO integration, a read-only Data Export API so clients can run their own AI on top, multi-entity consolidation, and per-tenant token encryption. Boring on the surface, load-bearing underneath.
- AES-128
- Per-tenant token encryption
- 4-hr
- QBO cache TTL
- BYO-AI
- Data Export API
- 051 feature
Reach
Industry-aware metric sets, KPI targets, and benchmark badges — selected explicitly at onboarding from a manual picker so the choice is auditable. No black-box classification. Twenty-plus verticals tuned for the ones small accounting practices actually carry.
- 20+
- Industry profiles
- Manual
- Industry picker (auditable)
- 0
- Auto-classification
Every client. One dashboard. Real CFO answers.
The full feature atlas runs to 16 entries across these five chapters. If you'd like the granular breakdown — what each module does, the system underneath, and the math behind it — get in touch and we'll share the marketing deck.