For contractors & trades
Know which jobs make money — before you bid the next one.
The answer to “did we make money on that job?” is sitting in QuickBooks — it just usually stays there until tax time. Ollie Books plugs Claude into your QuickBooks Online so you can ask mid-job, in plain English, and get a live answer. Nothing stored, disconnect anytime.
Your books, between site visits
You priced the job to make money. Then materials crept, a change order went unbilled, and somewhere between bid and final invoice the margin walked off site. Ollie Books lets you ask your live QuickBooks numbers what’s actually happening — while there’s still time to fix it.
Job questions
Ask about the jobs, not the ledger.
These aren’t taglines — they’re real prompts. Type them into Claude exactly as written.
Prompt
“Which jobs made money last quarter — and which didn’t?”
Every job’s real margin, side by side — no spreadsheet weekend required.
Prompt
“Who’s past due on progress invoices?”
The chase list, surfaced before the cash gap lands on payroll Friday.
Prompt
“What did materials cost me this month vs what I bid?”
Catch the creep while there’s still a job to fix it on.
How it fits the trade
Built for how job money actually moves.
Ollie Books reads whatever’s in your QuickBooks Online — jobs, progress invoices, materials, subs. However your bookkeeper set it up, you can ask about it in your own words.
Job costing without the spreadsheet
Track jobs as sub-customers, projects, or classes — however your QuickBooks is set up, Claude can slice revenue and costs by job the moment you ask.
Progress billing, watched
Ask who owes what on which job, which draws went out, and which are aging. The follow-up call happens weeks earlier.
Honest about the source
Claude reads what’s in your QuickBooks Online. If job costs are entered there, you can ask about them; if a receipt never made it into the books, no AI can invent it — we’d rather tell you that up front.
The margin conversation
Stop finding out at tax time.
Job costing answers shouldn't take a year-end. A live line into QuickBooks means every bid starts from what the last job actually cost.
The worst time to learn a job lost money is after you've bid three more just like it. With a live line into your books, the next estimate starts from what the last job actually cost — not what you hoped it did.
Bid from real numbers
“What did materials run on the last three kitchens vs what I bid?” Next estimate, corrected.
Catch the creep mid-job
Materials and sub costs drift a little every week. Ask monthly and the drift never gets to compound.
See the cash coming
Progress invoices, deposits, past-due draws — who owes what, on which job, right now.
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 contractors ask before connecting
The honest answers, before you plug in your books.
Something we didn't cover? Talk to our team
Does this work with how I track jobs in QuickBooks?
Yes — sub-customers, projects, classes, or plain old customer names. Ollie Books reads your QuickBooks Online as it's set up today, and Claude works with how you ask. No re-mapping project required.
Can it tell me if a job is profitable while it's still running?
If the job's invoices and costs are being entered in QuickBooks, yes — the answer comes from your live numbers the moment you ask, not from last quarter's report. If some costs aren't in the books yet, it answers from what's there rather than guessing.
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'm in the truck all day — where do I actually ask?
In Claude, wherever you already use it — phone included. Setup is one time: sign up, connect QuickBooks, paste one URL into Claude. From then on it's just asking.
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.