Close with source context
Bring ledger records, ERP context, payment activity, files, and notes into one review surface before drafting close work.
For accounting teams
Turn finance context into reviewed work.
OpenTeam connects ledgers, ERP records, payments, files, and Team workflows so accounting teams can move from source data to reconciliation, review packs, and client follow-up.
5
finance, accounting, ERP, and payments systems in the launch workspace
2
accounting ledger connections for company records and close work
2
ERP systems for finance, procurement, and operational context
1
payments source for invoices, charges, payouts, and customer activity
Accounting workspace
Close work without losing the trail.
Accounting teams need both speed and evidence. OpenTeam gives AI the systems and files it needs, then keeps drafts, source context, and review steps visible for the people responsible for the numbers.
Reconcile faster
Use connected accounting and payment systems to compare invoices, payouts, customers, and transaction trails.
Prepare review packs
Turn recurring finance work into reusable packs for month-end, client follow-up, tax prep, and audit support.
Keep approvals controlled
Run work in the selected Team runtime with explicit app access, workspace files, and review history in scope.
Connected accounting apps
Finance systems in one working surface.
Start with accounting ledgers, ERP systems, and payment records. Select the apps a task can use, then keep the source trail and output inside the Team workspace.
QuickBooks
AccountingConnect QuickBooks companies for accounting workflows and reconciliation.
Sage Intacct
AccountingConnect Sage Intacct companies using company login credentials.
Oracle NetSuite
ERPConnect ERP, financials, CRM, and operational records from NetSuite.
SAP
ERPConnect SAP ERP, finance, procurement, and operational business data.
Stripe
PaymentsConnect charges, customers, invoices, payouts, and payment events.
Accounting operating model
From source records to repeatable review.
The accounting page is built around controlled access to financial systems, structured review, and reusable workflows for high-volume finance tasks.
Ledger-to-workspace continuity
OpenTeam keeps accounting records, supporting files, and generated outputs together so review does not drift across tools.
Reusable close workflows
Common finance tasks can become repeatable Team workflows instead of one-off chat prompts.
Human review by default
AI can assemble, compare, and draft, while finance owners keep final judgment over filings, reports, and client communications.
Build the accounting workflow around your firm.
Use OpenTeam for bookkeeping review, reconciliation, invoicing, tax prep support, client follow-up, and finance operations that need connected business context.
OpenTeam is not an accounting firm and does not provide tax, audit, legal, or financial advice. Outputs should be reviewed by qualified professionals before use.