Web app

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OLY.AI

OLY.AI is an AI-powered financial analysis platform for QuickBooks Online users. It helps bookkeepers, SMBs, and operations teams monitor finances, plan growth, and get insights through natural language.

Platform
Web app
Categories
Indexed
2024-02-19

About OLY.AI

What is OLY.AI

OLY.AI is an AI-powered financial analysis platform designed for QuickBooks Online users. It aims to streamline financial monitoring and analysis for bookkeepers, small and medium-sized businesses (SMBs), and operations teams. The platform provides real-time financial tracking, forecast planning, and AI scenario planning. It integrates with QuickBooks Online and Google Docs to create a unified AI workspace, allowing users to ask questions across both systems to forecast cash, explain variances, summarize contracts, and develop reports. OLY.AI also offers a Slack agent that lives in the user's Slack workspace, tracking goals and connecting to files and systems to get work done.

Key features

OLY.AI offers several key features:

  • QuickBooks Integration: Certified QuickBooks Online integration with no code, enabling secure connection and natural language queries.
  • Google Docs Integration: Connect Google Docs and QuickBooks to turn scattered data into one AI workspace.
  • Real-Time Financial Tracking: Monitor key metrics to ensure stability, profitability, and growth.
  • AI Scenario Planning: Develop tailored strategies to optimize cash flow, investments, and expansion opportunities.
  • Slack Agent: An autonomous AI orchestrator that lives in Slack, tracks goals, and connects to files and systems.
  • Security: Uses advanced AES encryption and TLS, similar to standards used by QuickBooks and financial institutions.
  • Goal Memory: The AI remembers user goals across sessions, ensuring consistent tracking.

Use cases

OLY.AI is used by financial professionals and business leaders to:

  • Accelerate Client Support: Fractional CFOs use OLY.AI to ensure books are accurate while delivering higher-value advisory work, forecasting, and scenario planning.
  • Track Expenses and Optimize Cash Flow: Finance managers use pinboards to set and track company goals in real time.
  • Improve Productivity and Decision-Making: Scenario planning and goal tracking tools help teams make better decisions.
  • Simplify Close Reporting and Budget Creation: Finance advisors use OLY.AI for close reporting, budget creation, and ad hoc reporting.
  • Enhance Financial Visibility: Teams collaborate on KPIs and gain a clear view of financial health, leading to smarter, data-driven decisions.
  • Streamline Financial Modeling: Analysts use Google Docs integration to track financial modeling against actuals for board reports.

Pricing

OLY.AI offers flexible pricing plans:

  • Free Plan: $0 per month. Includes core QuickBooks integration, basic reporting and analytics, 2,500 free tokens, and the ability to connect 2 QuickBooks companies.
  • Starter Plan: $50 per month. Includes advanced Google Docs integration, detailed analytics and reporting, 10,000 tokens, connect 4 QuickBooks companies, customer success team, and 24/7 monitoring.
  • Pro Plan: $120 per month. Includes advanced Google Docs integration, detailed analytics, priority customer support, 50,000 tokens, and unlimited QuickBooks companies.

All plans include secure transactions.

Questions

OLY.AI FAQ

What is OLY.AI?
OLY.AI is an AI tool available as a web app. OLY.AI is an AI-powered financial analysis platform for QuickBooks Online users. It helps bookkeepers, SMBs, and operations teams monitor finances, plan growth, and get insights through natural language.
Is OLY.AI a web app, an extension or a native app?
OLY.AI is a web app.

Listed in the AITOOLIST index since 2024-02-19.