For medium businesses
The CEO asks a question. The answer shouldn’t take three days.
At 10–100 employees, every number request becomes a project: the CEO asks, finance builds a deck, three days pass. Ollie Books plugs Claude into QuickBooks Online, so leadership self-serves the answer — and finance stops being a report factory.
Live pass-through: data is fetched from QuickBooks at question time, never stored on our servers — and access can be revoked anytime.
Self-serve answers
The question was one sentence. The answer became a ticket, a deck, and a three-day wait. Connect QuickBooks once, and anyone you authorize can ask Claude directly — burn, runway, variances — answered from the live ledger, not last month’s board pack.
Questions from the corner office
Board-level questions, answered between meetings.
These aren’t taglines — they’re real prompts. Type them into Claude exactly as written.
Prompt
“Burn rate and runway, trailing 6 months.”
The number every CEO wants weekly and asks for quarterly — now it’s ten seconds away.
Prompt
“Expenses by category vs same period last year — flag anything up >20%.”
The variance review that used to eat a spreadsheet afternoon, done before the meeting starts.
Prompt
“Give me a one-page pulse before the board call.”
Walk in with the story of the quarter, not a stack of exports.
Seats & scoping
The right people ask. Everyone else doesn’t.
Financial data at this size is need-to-know. Connections live at the company level, every seat gets its own token, and every question is attributed to the person who asked it — so self-serve never turns into free-for-all.
A seat for every asker
CEO, COO, finance lead, fractional CFO — each gets their own access token. No shared logins, ever.
Read-only by design
Nobody can post, edit, or delete anything through Ollie. The ledger stays exactly as your accounting team keeps it.
Attributed and revocable
Every question is tied to the seat that asked it, and any seat can be removed in about a minute.
For the fractional CFO
Every meeting, already briefed.
Fractional CFOs juggle several companies' books. Ollie Books keeps every one of them a question away — prep time shrinks, meeting time counts.
A fractional CFO's week disappears into getting current — logging into each company's file, re-pulling the same reports, rebuilding context before every call. With every company's QuickBooks one question away, getting current takes minutes, not the morning — and you show up with the insight, not the homework.
Every company, one place
Connect each company's QuickBooks file once, then switch between them just by naming them in the question.
Prep in minutes
“One-page pulse on the books before our 2pm.” Walk in current without burning the morning on it.
Catch it early
The burn creeping up, the AR aging out — spotted weeks before it would have surfaced in a board deck.
Launch pricing
One plan, everything included: $59 $29/month for a limited time at launch.
Connect the books, 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 finance leads ask before connecting
The honest answers, before you connect the company file.
Something we didn't cover? Talk to our team
Can the CEO really self-serve without breaking anything?
Yes. The connection is read-only, so nothing can be posted, edited, or deleted through Ollie. The worst a curious CEO can do is ask a follow-up question. Finance keeps the ledger; leadership just stops queuing for answers.
We run more than one entity. Does that work?
Yes. Connect each QuickBooks Online company file once, then ask about any of them by name — or several in the same conversation. It's the same setup fractional CFOs use across the companies they serve.
Do you store our financial data?
No. Ollie Books is a pass-through connector — data is fetched live from QuickBooks at the moment of the question, returned to the asker's Claude session, and never stored on our servers. Access can be revoked anytime, and our security page has the full architecture.
How do we control who can ask what?
Every person gets their own seat and their own access token, every question is attributed to the seat that asked it, and seats can be added or removed in about a minute. Self-serve for the people you choose — not the whole org chart.
What about budgets vs. actuals and forecasting?
Honest answer: Ollie is strongest today on what's actually in QuickBooks — actuals, trends, period-over-period comparisons. Budget-vs-actual views and cash-flow forecasting are where the roadmap points next; if that's your priority, tell us — early-access feedback is setting the order.
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.