oly-ai
OLY.AI is an AI-first platform and consultancy for small and medium businesses that implements, automates, and operates AI-powered financial analysis, forecasting, and reporting by connecting to QuickBooks and Google Docs and providing a Slack-based AI agent.
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Quick Overview
Best for: Business Operations
What it does
Finance software for decision-makers comparing workflow fit and alternatives.
Best fit
Business Operations
Pricing snapshot
Free from USD $0 per month
Next step
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oly-ai
OLY.AI is an AI consultancy and platform built exclusively for small and medium businesses to implement, automate, and operate AI-driven financial workflows. The product connects to bookkeeping and document systems (notably QuickBooks Online and Google Docs) to create a single AI workspace that answers questions, forecasts cash, explains variances, summarizes contracts, develops reports and board updates, and supports scenario planning. OLY.AI also provides an autonomous Slack agent that tracks standing goals, connects to files and systems, and links outputs back into the OLY.AI interface for deeper drill-down.
AI-powered bookkeeping and financial analysis for QuickBooks Online users.
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Claim this listing for $29Key Features
QuickBooks Online integration
Certified QuickBooks Online integration with no-code connection that enables secure transactions, financial tracking, and natural language insights across QuickBooks data.
Google Docs integration
Connect Google Docs to tie financial modeling and documents to actuals for reporting, board updates, and collaborative workflows.
OLY.AI Slack Agent
An autonomous AI orchestrator that lives in Slack, accepts standing goals, tracks them across sessions, connects to files/systems, and surfaces outputs linked to the OLY.AI interface.
Fast AI-driven queries and insights
Makes questions that normally take an analyst 30 minutes to 4 hours available in under 5 minutes and supports daily queries, transaction analysis, and company-level insights.
Forecasting, scenario planning & KPI tracking
Tools to forecast cash, explain variances, develop reports and plans, perform scenario planning, and track KPIs and goals in real time.
Security & encryption
Uses AES encryption and TLS (security standards used by QuickBooks and financial institutions) to protect customer data.
Pricing
Core QuickBooks integration, basic reporting and analytics, 2,500 free tokens, connect up to 2 QuickBooks companies
Free Plan
USD $0 per month- Core QuickBooks Integration
- Basic reporting and analytics
- 2,500 free tokens
- Connect 2 QuickBooks companies
Starter Plan
USD $50 per month- Advanced Google Docs Integration
- Detailed analytics and reporting
- 10,000 tokens
- Connect 4 QuickBooks companies
Pro Plan
USD $120 per month- Advanced Google Docs Integration
- Detailed analytics
- Priority customer support
- 50,000 tokens
Use Cases
Bookkeepers and finance teams
Automate manual data searches, speed up analysis, improve close reporting, and free time for higher-value advisory work.
SMB CFOs and Financial Managers
Run forecasting, scenario planning, KPI tracking, and generate board reports from live data to support data-driven decision making.
Fractional CFOs and advisors
Deliver faster client support, accurate books, and enhanced advisory services using integrated real-time financial insights.
Operations teams and company leadership
Monitor key metrics, set and track company goals, and surface actionable insights across departments via Slack and the OLY.AI workspace.
Integrations
QuickBooks Online
Certified QuickBooks Online integration for secure, no-code connection to bookkeeping data and financial metrics.
Google Docs
Integrate Google Docs to align financial models and documents with live data for reporting and board materials.
Slack
OLY.AI Slack Agent operates in Slack to track goals, run workflows, and surface results linked back to the OLY.AI interface.
Benefits
Limitations
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Frequently Asked Questions
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Getting Started
- 1 Book a 15-minute demo or start the free trial via the OLY.AI website
- 2 Connect QuickBooks Online (certified integration) and optionally Google Docs to the OLY.AI workspace
- 3 Use the web interface and/or invite the OLY.AI Slack agent to your Slack workspace to begin asking questions, setting goals, and tracking financial metrics
Support
[email protected] for customer support inquiries
phone
Phone support at (747) 224-7481 as listed on the site
demo / sales
Book a 15-minute demo or start a free trial via the website
customer success
Customer Success Team and 24/7 monitoring mentioned in Starter plan
API
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