Open Mind Ledger
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What you get Pricing How it works FAQ
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The Question

How long can you
keep the lights on?

Open Mind Ledger color-codes your runway, surfaces the risks before they bite, and gives every client a CFO-grade dashboard. Built on QuickBooks Online.

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Know your runway · Before you need to.

Runway
4.2
months · caution
EBITDA
$11,316
April · adjusted
Risk
79%
vendor concentration
MRR
+18.4%
vs prior 4-week
QuickBooks · synced 2m ago
EBITDA $11,316
Vendor concentration · 79%
MRR +18.4%
What you get

CFO-grade insights · Every client · One dashboard.

01 / Cash

Know your runway, before you need to.

Color-coded gauge, one-decimal precision, real-time burn. Hover any month to see what changed and why.

02 / EBITDA

See your true profitability.

Adjusted EBITDA bridge across owner comp, one-time items, and non-cash adjustments. The number a buyer would use.

03 / Risk

A bad quarter shouldn't be a surprise.

Vendor concentration, expense volatility, AR aging, payroll coverage. Deterministic rule-based alerts surface warnings — you decide.

04 / Budget

Your budgeting process — organized.

Multi-budget support. Incremental, Zero-Based & Activity-Based models. Scenario-driven variance tracking.

05 / Tax Planning

Year-round clarity. Calculated projections.

Business + personal tax planner. ES payment & savings calculator. Full owner/spouse income snapshot.

06 / Forecasting

Data-driven projections from real statistics.

ARIMA/SARIMA time series models with automatic seasonality detection. 95% confidence intervals with step-by-step methodology breakdowns.

07 / Multi-Entity Consolidation Coming Soon · Add-on

One set of books, many companies.

Parent + subsidiary roll-ups, intercompany eliminations, and consolidated P&L and Balance Sheet across QBO files. Premium add-on — available alongside the base plan.

The Dashboard

Twelve clients. One view.

dashboard
Dashboard Cash P&L Forecast Risk Synced 2m ago
Northridge CPA · April 2026
Executive summary
This month QTD YTD
Cash on hand
$54,632
+8.3%
Adj. EBITDA
$11,316
+2.1%
Burn / mo
$13,038
−4.0%
Runway
4.2 mo
caution
Cash · 12 months
Actual Forecast
✦ Rule alerts · 3
Vendor concentration
One vendor at 79% of spend.
Volatility flagged
Expenses vary 241%.
Revenue rebounding
+18% above 4-week avg.
From the field
“Before OML I was rebuilding the same QuickBooks export every Monday for fourteen clients. Now I open one tab and the runway, the bridge, and the red flags are already there.”
Maya Calderón · Founder, Northridge CPA · 14 clients on OML
Simple pricing

One price based on your QBO count.

All 5 modules bundled at every tier. 5-day free trial — no credit card required.

Solo

1–3 QBO companies

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Pay per company

  • $60/mo first company
  • All modules included

Starter

1–5 QBO companies

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All modules included

  • CEO/CFO Dashboard
  • Tax Planning Module
  • Budget Module
  • Cash Flow Dashboard
  • Forecasting Module
Most popular

Growing

6–15 QBO companies

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All modules included

  • CEO/CFO Dashboard
  • Tax Planning Module
  • Budget Module
  • Cash Flow Dashboard
  • Forecasting Module

Professional

16–30 QBO companies

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All modules included

  • CEO/CFO Dashboard
  • Tax Planning Module
  • Budget Module
  • Cash Flow Dashboard
  • Forecasting Module

Need more capacity?

Business

31–50 QBOs

$7,548/year

Enterprise

50+ QBOs

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Pricing calculator

See your cost per QBO company based on your firm size

QBOs
11020304050
Monthly
/month
per QBO/month
SAVE 10%
Annual
/month

per QBO/month

Based on QBO companies, we recommend the plan (up to companies)

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Every plan includes

5-day free trial Client portal access Real-time QBO sync Open data export API
How it works

How the free trial works

1

Sign up — no credit card required

Create your account in under 60 seconds.

2

Get instant access to all 5 modules

Dashboard, Tax Planning, Budget, Cash Flow, and Forecasting — all unlocked.

3

Connect your QuickBooks companies

Secure OAuth connection. Your credentials are never stored.

4

Explore everything for 5 full days

Test every feature with 1 QBO file. See the value firsthand.

5

Pick your plan based on QBO count

All modules stay included. Choose the tier that fits your client base.

FAQ

Frequently asked questions

You get full access to all 5 modules for 5 days with 1 QBO file. No credit card needed. After the trial, pick the tier that matches your QBO company count — all modules stay included.
All 5 modules are included in every plan — Dashboard, Tax Planning, Budget, Cash Flow, and Forecasting. There's no separate Dashboard-only option. You get the complete suite at every tier.
Yes, all plans can be paid monthly with no long-term commitment required. Choose annual billing to save 10% on any tier.
Pricing is based solely on the number of QuickBooks Online companies you connect. All 5 modules are included at every tier — there are no separate module fees or add-on charges. As your practice grows, simply upgrade to a higher tier.
Yes! You can upgrade to a higher tier anytime to add more QBO companies. If your client count decreases, you can downgrade at your next billing cycle. All modules remain included regardless of your tier.
You'll simply upgrade to the next tier when you're ready. We'll notify you when you're approaching your limit. Pricing adjusts based on your QuickBooks company count.
No. You choose your plan after the trial ends. No surprises, no automatic charges. We don't even ask for a credit card to start.
Yes. Every plan includes read-only authenticated access to your team's alerts, KPIs, rules, and recent transactions via the Data Export API. Connect any business tool that can make an authenticated HTTP request. Your credentials and data stay yours.

The clock is already ticking.

Connect QuickBooks. See your runway in five minutes. Cancel anytime.

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Know your runway · Before you need to.

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