For solopreneurs
You’re the whole finance department. Now you’ve got backup.
Bookkeeping at 9pm, invoicing on Sundays, and nobody to ask when a money question hits. Ollie Books plugs Claude into your QuickBooks, so there’s finally someone who’s already read your books — and answers in seconds, whenever you’re actually working.
Live pass-through: answers come straight from QuickBooks in the moment, nothing is ever stored, and you can revoke access anytime.
No dumb questions
There’s no CFO down the hall and no finance channel to ping — just you, your books, and the question that’s been nagging you since lunch. Ask it. Claude answers from your live QuickBooks numbers, without judgment, at whatever hour you’re actually working.
Questions for the 9pm shift
Ask what you’ve been wondering all year.
These aren’t taglines — they’re real prompts. Type them into Claude exactly as written.
Prompt
“What did I spend on software this year?”
Every subscription you forgot you had, added up at last.
Prompt
“Who’s my biggest customer, really?”
Not who feels biggest — who actually is, by the numbers.
Prompt
“How much should I set aside for taxes this quarter?”
Ollie shows you the numbers behind the answer. Your accountant makes the final call.
Built for a team of one
A co-pilot that already read your books.
Uploading spreadsheets to a chatbot means exporting, cleaning, and re-explaining your business every single time. Ollie Books skips all of that — Claude reads your QuickBooks live, so every answer starts from your real, current numbers, with zero prep from you.
Nothing to export
No CSVs, no copy-paste, no “as of last Tuesday.” Ask, and the answer comes from QuickBooks at that exact moment.
Follow the thread
“And how does that compare to last year?” Follow-ups just work — it’s a conversation with your books, not a report request.
Read-only and revocable
Ollie can read your books, never touch them — and you can disconnect in one click whenever you like.
Someone to ask
Instant answers at 9pm.
Solo-business money questions don't keep business hours. Ollie Books answers whenever you ask — no waiting on anyone to get back to you, because there's no one to wait for.
Every solo business is missing the same person: someone to ask. Not for grand strategy — for the small, nagging stuff. Did that client pay? What am I actually making? With Ollie, the asking finally has somewhere to go — and the answer lands before the doubt does.
On your schedule
9pm Tuesday, Sunday morning, halfway through an invoice — the answer takes seconds whenever the question shows up.
No question too small
You'd never email an accountant “did anyone pay me this week?” Ask Ollie. That's exactly what it's for.
Your accountant, upgraded
Show up to tax season already knowing your numbers. They still make the calls — you just arrive informed.
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 solo founders ask before connecting
The honest answers, before you plug in your books.
Something we didn't cover? Talk to our team
I'm not a numbers person. Will this work for me?
Especially for you. Ask in plain English — “what am I actually making?” — and get a plain-English answer from your live books. No accounting vocabulary required, and nobody judging the question.
Is this tax advice?
No. Ollie shows you the numbers — what you earned, what you spent, what a quarterly set-aside might look like based on your actual income. What to do about them is your accountant's call. Think of Ollie as making sure you walk into that conversation already informed.
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 mess up my books?
No. The connection is read-only — Ollie can read your QuickBooks, never edit it. The worst it can do is answer a question you didn't love the answer to.
How long does setup take?
About five minutes: sign up, connect QuickBooks through Intuit's own authorize screen, paste one URL into Claude, and ask your first question. You're the whole IT department too — this respects that.
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.