For small business owners
Finally know how your business is actually doing.
You have QuickBooks. You still don’t have answers. Ollie Books plugs Claude into your books, so you can ask about your money in your own words — and get a live answer in seconds, not a report you have to decode.
Live pass-through: your numbers are fetched from QuickBooks the moment you ask, never stored — and you can revoke access anytime.
Your books, in your words
Profit & loss. AR aging. Balance sheet. QuickBooks speaks accountant — you shouldn’t have to. Ask “who owes me money?” exactly as typed, and Claude answers from your live numbers — not last month’s report, not a gut feeling, not a guess.
Questions owners actually ask
Ask about your money like you’d ask a friend.
These aren’t taglines — they’re real prompts. Type them into Claude exactly as written.
Prompt
“What’s my profit this month vs last?”
The “how are we doing?” question, answered before your coffee cools.
Prompt
“Can I afford to hire?”
The scariest decision in small business, made with numbers instead of nerves.
Prompt
“Which invoices should I chase this week?”
Your Monday-morning collections list, written for you.
The bookkeeper math
Your bookkeeper keeps the books. Ollie answers the questions.
Every “quick question” to your bookkeeper costs real money and takes days to come back. Ollie Books doesn’t replace them — it takes the twenty little questions a month off their bill, and saves their hours for the work that actually needs a professional.
Answers on demand
No more “let me pull that and get back to you.” Ask at 7am before you open or at 9pm after you close.
A few hundred dollars back
An hour of bookkeeper time costs more than a month of Ollie. On the little questions alone, most owners save a few hundred dollars a month.
Read-only, always
Ollie can read your books, never change them. Your bookkeeper’s work stays exactly as they left it.
A pulse on your business
Know, don't guess.
Decisions get made on vibes when the numbers hide in reports written for accountants. Ollie Books gives you a pulse on the business — on demand, in your own words.
Most owners run on vibes and a bank balance — not because they don't care, but because the real answers are buried in reports built for accountants. When "how are we doing?" takes ten seconds to answer, you start asking it every week — and that changes how you run the business.
The Monday-morning pulse
“Give me a pulse on the business.” One prompt, and the week starts with knowing instead of wondering.
Decisions with receipts
Hire, buy, raise prices — ask the question first, then decide with the actual numbers in front of you.
Follow-ups welcome
“Why is profit down?” “Which expense grew?” Keep pulling the thread — it's a conversation, not a report.
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 owners ask before connecting
The honest answers, before you plug in your books.
Something we didn't cover? Talk to our team
Do I need to be technical to set this up?
No. Sign up, connect QuickBooks through Intuit's own authorize screen, paste one URL into Claude, and ask your first question. Most owners are getting answers inside five minutes.
Will it understand me if I don't know accounting terms?
That's the whole point. “Who owes me money?” works exactly as typed — no need to know it's called accounts receivable aging. Ask the way you'd ask a friend who happens to be great with books.
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.
Can it change anything in my QuickBooks?
No. Ollie Books uses a read-only connection — it can read your books, never edit them. Your bookkeeper's work stays exactly as they left it.
Do I still need my bookkeeper?
Probably, and that's fine. Ollie answers the everyday “how are we doing?” questions; your bookkeeper keeps the books clean and handles the judgment calls. Most owners find the little questions alone save a few hundred dollars of bookkeeper time a month.
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.