For accountants & bookkeepers
Answer any client’s “how am I doing?” in one sentence.
Every client call starts with thirty minutes of report-pulling. Ollie Books ends that. Connect your clients’ QuickBooks Online files once, then ask Claude about any of them — or all of them at once.
Every client, one workspace
Connect each client’s QuickBooks file once. From then on, every set of books you manage is one question away — no logging in and out of client files, no exports, no “let me pull that and get back to you.” You ask, Claude answers from the client’s live numbers.
Portfolio questions
Ask across every client at once.
These aren’t taglines — they’re real prompts. Type them into Claude exactly as written.
Prompt
“Give me a one-line health check on every client before Monday.”
Every client, one answer, before your coffee cools.
Prompt
“Which clients’ AR aged past 60 days this month?”
The collections conversation, found before it becomes a crisis.
Prompt
“Draft a summary of Q2 for my client meeting.”
Walk in briefed. The report-pulling half hour goes back in your day.
Per-client scoping
Everyone sees exactly what they should.
Client connections live at the firm level, but access doesn’t have to. Give every team member their own seat and decide which clients each of them can ask about — so the books stay on a need-to-know basis without slowing anyone down.
Scoped to their clients
Limit any team member to specific clients. The junior who handles four files can only ask about those four files.
A token for every seat
Each person on your team gets their own access token, so every question is attributed to the person who asked it.
You stay in control
Add a teammate in a minute, remove one just as fast. Client connections stay at the firm level the whole time.
Advisory
Turn compliance work into advisory revenue.
Advisory services are the industry's stated growth path. Ollie Books is the engine that makes them scale — a live view across every client's books, on demand.
Clients don't remember who filed the paperwork — they remember who saw the problem coming. With a live view across every client's books, "three of your clients have AR piling up" arrives from you before they've noticed — and that's the conversation advisory fees are made of.
Proactive, not rear-view
Spot the wobble in a client's cash weeks before the quarterly review would have.
Meeting prep in minutes
“Draft a summary of Q2 for my client meeting.” Walk in briefed, not buried.
Answering that scales
“How am I doing?” used to cost you an afternoon per client. Now it costs one sentence.
Launch pricing
One plan, everything included: $59 $29/month for a limited time at launch.
Connect your clients, ask away — every account starts with a 14-day free trial, no credit card, and nothing auto-charges until you add payment details. Cancel anytime, one click. For scale: an hour of bookkeeper time costs more than two months of Ollie.
FAQ
What firms ask before connecting
The honest answers, before you plug in your first client file.
Something we didn't cover? Talk to our team
How do I connect a client's QuickBooks file?
Through QuickBooks' own OAuth flow — the same authorize screen Intuit uses everywhere. Connect each client file once, and it stays connected. From then on you ask Claude about that client like any other.
Can I really ask about several clients in one question?
Yes — that's the whole point. “Give me a one-line health check on every client” runs across every connected file and comes back as one answer. Per-client questions work exactly the same way, just scoped down.
Can I limit team members to specific clients?
Yes. Connections live at the firm level, but each team member gets their own seat and can be limited to the clients they actually work on. Every question is attributed to the person who asked it.
Do you store my clients' financial data?
No. Ollie Books is a pass-through connector — numbers are fetched live from QuickBooks the moment you ask, returned to your Claude session, and never stored on our servers. Our security page has the full picture, including the read-only Intuit scope we use.
What does it cost?
One plan, everything included — $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. For scale: an hour of bookkeeper time costs more than two months of Ollie.