For health & wellness practices

Your practice has a pulse. Take it anytime.

Clinics, gyms, studios — payroll-heavy, membership-driven, and the equipment is always calling. Ollie Books plugs Claude into your QuickBooks Online so you can ask how the practice is really doing and get a live answer in plain English. Nothing stored, disconnect anytime.
A field of wildflowers — many small things, thriving together.
Your books, between appointments

Most of your money goes to the people who deliver the care — which means the difference between a good year and a hard one is a ratio, not a revenue number. Ollie Books lets you ask your live QuickBooks numbers for it anytime.

Front-desk questions

Ask between appointments.

These aren’t taglines — they’re real prompts. Type them into Claude exactly as written.
Prompt

“What’s my payroll as a share of revenue this quarter?”

The ratio that decides the year — without waiting for the accountant.
Prompt

“Are memberships growing month over month in dollars?”

Not sign-ups — dollars. The trend that pays the rent.
Prompt

“What did equipment and supplies run me this year?”

Every treadmill, table, and case of the good massage oil, in one number.
How it fits the practice

Built for payroll-heavy, people-first businesses.

Ollie Books reads whatever posts to your QuickBooks Online — membership deposits, payroll, rent, equipment, supplies. If it’s in the books, it answers.
Payroll, in proportion
Practitioners, instructors, front desk — ask what the team costs as a share of what it brings in, and which way that ratio is trending.
Membership revenue, trended
As membership billing posts to your books, ask for the month-over-month dollar trend — growing, flat, or quietly leaking.
Honest about the source
Claude reads your QuickBooks Online — not your booking or membership software. Class attendance lives there; the money it turns into lives in your books, one question away.
The ratio

The number that decides the year.

In a practice, payroll's share of revenue is the health metric. A live line into QuickBooks means you check it like any vital — regularly, quickly, without ceremony.

In a practice, the vital sign is simple: what the team costs against what it brings in. You check your clients' vitals without ceremony — your books deserve the same routine check.

A vital you actually check
Payroll share, monthly, in one sentence — not once a year in a tax meeting.
Growth in dollars, not vibes
Membership and package revenue, trended month over month, from the real ledger.
Equipment, accounted for
The reformer, the rack, the new treatment table — ask what gear really ran you this year before buying the next one.
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 practice owners ask before connecting

The honest answers, before you connect the books.

Something we didn't cover? Talk to our team

Does it read my booking or membership software?
No — Ollie Books reads QuickBooks Online. If your booking platform's payouts and membership billing post into QuickBooks, you can ask about all the money they turn into. Attendance and scheduling stay in that software, and we won't pretend otherwise.
Can it really tell me payroll as a share of revenue?
If payroll runs through QuickBooks — or your payroll provider posts entries into it — yes, for any period you name. If payroll only lands in the books monthly, you'll get answers at that grain, honestly labeled.
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.
We're a small team — who gets access?
Whoever you say. Each person gets their own access token, every question is attributed to who asked it, and you can add or remove someone in a minute.
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.