oly-ai

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.

oly-ai is finance software teams evaluate for business operations. Use this page to review pricing, integration signals, and the best alternatives before you commit.

Free
#68 in Finance (68 tools)
Added 1 year ago
Data reviewed Jul 15, 2026

Profile facts come from the vendor source. AiMatch labels unknown pricing or API details instead of estimating them.

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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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Key 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

Free Tier Available

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

Significantly reduces time spent on manual financial analysis (answers in minutes vs hours)
Unifies scattered data into one AI workspace for consistent, real-time insights
Enables SMBs to access enterprise-grade AI financial capabilities without enterprise complexity or lock-in
Secure data handling using AES encryption and TLS
Flexible pricing and fast implementation options targeted at SMBs

Limitations

Claim this listing to add transparent limitations.

Frequently Asked Questions

Claim this listing to publish FAQs.

Getting Started

  1. 1 Book a 15-minute demo or start the free trial via the OLY.AI website
  2. 2 Connect QuickBooks Online (certified integration) and optionally Google Docs to the OLY.AI workspace
  3. 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

[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

Available: No

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