AI middleware, not another bloated SaaS

Focused utility products on one engine.

OpenFinancial packages three monetizable workflows into one stack: finance automation, crypto ops review, and proposal drafting. It stays lightweight, pushes users toward narrow outcomes, and avoids building another ledger.

See the offers Browse the surfaces
30 secfrom spoken note to export-ready JSON.
0 ledgerto maintain. Middleware only.
Focused surfacesseparate domains, separate sitemaps, and separate buyer intent instead of one mixed page.

Voice invoice draft

Example prompt: “I fixed the sink for Mrs. Jones, $150 labor plus $20 parts.”

Use the microphone, or upload an audio note, then generate the draft.

What ships now

Free voice capture and transcript
AI extraction into invoice-ready fields
QuickBooks and Xero JSON export
CSV payout-vs-bank reconciliation preview
AI proposal drafting for service businesses
Pricing

Pro sync

US$19/mo

For crews that want hosted sync and not just export files.

Free: voice draft + payout audit preview
Paid: hosted sync queue + setup intake
Next: direct QuickBooks/Xero sync and deeper recovery workflows
Start Pro sync Buy Recovery Pack for US$49 one-time

Checkout is processed on Stripe by AI_rev. Pro sync is recurring. Recovery Pack is one-time.

Demand capture

Niche entry pages

Each route speaks to a specific search intent instead of forcing every buyer into a generic homepage.

Plumbers
Voice to QuickBooks for plumbing crews.
 HVAC
Voice capture for HVAC service calls.
 Electricians
Electrical job notes, structured automatically.
 Shopify
Reconcile Shopify payouts against bank deposits.
 Amazon
Audit Amazon settlements before month-end.
 Crypto ops
Audit wallet flows without promising trading returns.
 Stablecoins
See stablecoin exposure before it surprises you.
 Agencies
Proposal drafts without the blank-page tax.
 Freelancers
Write the proposal before momentum dies.
 Wave alternative
Automation without another full ledger switch.
 A2X alternative
Payout reconciliation without a heavy integration project.
 Wallet monitor
Ops visibility for wallet teams, not trading-bot hype.
Free pack

Capture the lead before they leave

Visitors can trade an email for a free mini pack with payout templates and an invoice-note cheat sheet. That gives you a real list, not just anonymous traffic.

What they get

- payout-template.csv
- bank-template.csv
- truck-mode invoice script
Downloads unlock right after the email is captured.
Recovery

Silent payout audit

Upload a payouts export and a bank export. OpenFinancial matches settlement totals to deposits, surfaces unmatched payouts, and shows where recovery or cleanup work is needed before month-end.

Best fit today: Shopify, Stripe, Amazon, Etsy, or processor payout exports
Output: matched deposits, unmatched payouts, unmatched bank deposits, and total delta

Run audit preview

Buy Recovery Pack for US$49 one-time
Upload both CSV exports to compare payout totals against bank deposits.
Crypto ops

Wallet flow audit

Upload a wallet or exchange CSV and get an operations summary: inflows, outflows, stablecoin-heavy activity, large movements, and net asset exposure.

Best fit today: exchange exports, wallet trackers, treasury exports, and transaction history CSVs
Output: net by asset, stablecoin movement count, largest transfers, and tracked counterparties

Run wallet audit

Start Wallet Watch at US$39/mo Buy Wallet Ops Pack for US$99 one-time
Upload one transaction CSV to summarize wallet operations.
Proposal

Proposal draft generator

Turn a rough project brief into a client-ready proposal draft with an opening, scope, timeline, pricing anchors, and a close.

Best fit today: agencies, freelancers, consultants, and productized-service operators
Output: opening copy, scope bullets, timeline milestones, pricing language, and a next-step close

Generate proposal draft

Start Proposal Forge at US$29/mo Buy Proposal Pack for US$79 one-time
Enter a client brief to generate a usable first draft.