Web app

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.