Connect once. One secure QuickBooks sign-in and Ollie is wired into Claude. About five minutes, no card, nothing to install.
Ask in plain English. “Who owes me money?” works exactly as typed. No report menus, no accountant-speak, no exports.
Know, don't guess. Live answers from your real books — each one citing the report and date range it came from.
Ask anything
The questions you actually have
A pulse on the business
“Give me a Monday-morning pulse.” Profit, cash on hand, and anything unusual — one live answer before your coffee cools.
Who owes you money
“Which invoices should I chase this week?” Overdue customers, amounts, and how late — straight from your AR aging.
Where the money goes
“What did I spend on software this year?” Expenses by category, compared to last year, with the jumps flagged.
One connector
One connector for everyone who touches the books
Business owners
Ask “how are we doing?” and get a straight answer — profit, cash, and who owes you, in seconds
Accountants
Get a one-line health check on every client's books before Monday's calls
Bookkeepers
Skip the report-pulling — answer any client question in one sentence, live from QuickBooks
Fractional CFOs
Walk into every meeting briefed — burn rate, runway, and expenses by category on demand
Live query engine
Claude reads your P&L, balance sheet, and AR aging straight from QuickBooks — live, every time you ask.
Answers cite their source
Every answer names the report and date range it came from, so you can verify it in QuickBooks anytime.
Works where you already think
Paste one URL into Claude and you're done — no dashboards to build, no exports, no spreadsheet pipelines.
Why Ollie Books
Live answers, straight from your books
Five-minute setup
Sign up, connect QuickBooks, paste one URL into Claude. That's the whole setup — no card required.
Nothing stored, ever
Ollie is a pure pass-through — your books stay in QuickBooks, and you can revoke access in one click.
Live, never stale
No exports, no month-old reports — every number is fetched from QuickBooks the moment you ask.
Security
Nothing to store. Nothing to breach.
Ollie Books is a pure pass-through connector. Because it never keeps a copy of your books, your security surface is just two things you already trust.
Our security model is simple: we store nothing. Every number is fetched live from QuickBooks the moment you ask and streamed straight to Claude. Your books never leave QuickBooks — so there's no Ollie database to breach, leak, or subpoena.
Zero data retention
Nothing is written to disk. Ever. Ollie holds a live connection, never a copy of your books.
OAuth pass-through
Ollie only sees what Intuit's scopes allow — and you can revoke access anytime, from Ollie or your Intuit account.
Governed by Anthropic
Once a number reaches Claude, it's covered by Anthropic's enterprise, zero-retention security.
Ollie Books Blog
Notes on finally knowing how your business is doing
FAQ
Fair questions, straight answers
The things you'd want to know before wiring an AI into your books.
Still wondering about something? Ask us anything
Is my financial data stored anywhere?
No. Ollie Books is a pass-through connector — every number is fetched live from QuickBooks the moment you ask, streamed to Claude, and never stored. There's no Ollie copy of your books to breach or leak.
What do I need to use it?
Two things: a QuickBooks Online account and a Claude account. If you have both, you're about five minutes from your first answer.
How long does setup take?
About five minutes. Sign up, connect QuickBooks with one secure sign-in, paste your Ollie URL into Claude, and ask your first question.
Can I revoke access?
Yes, anytime — with one click from your Ollie dashboard, or straight from your Intuit account. The connection is dead the moment you do it.
How do I know the answers are accurate?
Every number comes straight from QuickBooks, and every answer cites the report and date range it came from — so you can open QuickBooks and check it yourself anytime.
What does it cost?
One plan, everything included — Ollie Books is $29/month for a limited time at launch (regularly $59), with a 14-day free trial, no card needed. Nothing auto-charges until you add payment details, and you can cancel anytime in one click.