For agencies & consultants
Your books deserve the attention your clients get.
Retainers on the first, project invoices whenever the work ships — and somewhere in there, a client is quietly 45 days late. Ollie Books plugs Claude into your QuickBooks Online so you can just ask, and get a live answer in plain English. Nothing stored, disconnect anytime.
Your books, between client calls
You’d never let a client run on vibes and a maybe-current spreadsheet. Ollie Books gives you what you give them: a straight answer from live numbers, in the time it takes to type the question.
Founder questions
Ask like it’s someone else’s agency.
These aren’t taglines — they’re real prompts. Type them into Claude exactly as written.
Prompt
“Which clients are late paying, and how much is out?”
The awkward-email list, with amounts — before it becomes a cash problem.
Prompt
“What’s my revenue concentration — how much of it is one client?”
The scariest number in agency life, delivered calmly.
Prompt
“What’s my profit per month this year — trend it.”
Not revenue. Profit. Twelve honest data points.
How it fits the studio
Built for feast, famine, and everything on retainer.
Ollie Books reads whatever’s in your QuickBooks Online — retainer invoices, project billing, payroll, contractor bills. If your bookkeeping tracks it, you can ask it.
Retainers vs projects
If your invoices distinguish them — items, classes, or just consistent habits — ask how much of your revenue recurs vs lands once, and how that mix is drifting.
The bench, priced
Payroll and contractor costs against billings, month by month. Ask what the quiet weeks actually cost you.
Honest about the source
Claude reads your QuickBooks Online — not your time-tracking tool. Utilization lives there; the money it turns into — what you billed, what you paid, what’s left — lives in the books, one question away.
Concentration
Know the numbers you'd flag for a client.
Late payers, one-client dependence, a quietly shrinking margin — you'd spot these in a client's business in a minute. Now your own books answer just as fast.
If a client's biggest customer were half their revenue, you'd flag it in the first meeting. Ollie Books makes it just as easy to catch in your own books — while it's a strategy question, not an emergency.
AR that gets chased
“Who's late and how much is out?” every Monday. Politely relentless.
Concentration, watched
Track your top client's share of revenue quarter by quarter — and point the pitch pipeline accordingly.
Profit, not just billings
Trend actual profit by month. Feast-and-famine looks different when you can see it coming.
Launch pricing
One plan, everything included: $59 $29/month for a limited time at launch.
Connect your QuickBooks, 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 agency owners ask before connecting
The honest answers, before you connect the books.
Something we didn't cover? Talk to our team
Can it separate retainer revenue from project revenue?
If your books distinguish them — service items, classes, or separate customers — yes, in one question. If they don't, Claude works with what's there and can tell you exactly what granularity your bookkeeping supports today.
Will it help me chase late invoices?
Ask for aged receivables by client — who's out, how much, how many days — and you have the chase list. You're already in Claude, so drafting the polite-but-firm follow-up note is the next sentence.
Do you store my 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. You can revoke access anytime, and our security page has the full picture.
I run two entities — does that work?
Yes. Connect each QuickBooks Online company and ask about either one — or keep them side by side and compare. Multi-company is built in.
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.