Oly AI
Oly AI OLY.AI is a tool designed for small businesses that provides natural language bots for obtaining quick answers to financial questions. It i...
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What is Oly AI?
Oly AI OLY.AI is an AI financial analysis platform built exclusively for small and medium businesses, bookkeepers, and ops teams that provides natural language bots to instantly answer financial metric questions using QuickBooks Online data. Users can simply speak or type their questions to receive real-time responses accompanied by relevant charts, eliminating the need to manually dig through QuickBooks reports. The platform connects Google Docs and QuickBooks to create one AI workspace where users can forecast cash, explain variances, summarize contracts, and draft board updates using real-time data.
Key features include the certified QuickBooks Online integration with no-code setup, the Slack Agent that lives in your workspace as an autonomous AI orchestrator tracking standing goals across sessions, advanced Google Docs integration, detailed analytics and reporting, customizable dashboards, AI-generated reports, and real-time charts displaying critical KPI data. The platform offers 256-bit SSL encryption, AES encryption, and TLS security standards used by QuickBooks and financial institutions, ensuring data is never shared with external LLMs.
OLY.AI is designed for fractional CFOs, bookkeepers, business owners, finance managers, accounts managers, financial analysts, finance advisors, CEOs, and investors who need quick answers to financial questions without sifting through complex reports. Questions that normally take an analyst 30 minutes to 4 hours can be completed in less than 5 minutes, with the platform processing daily queries and analyzing over $2.1B in financial data across 45+ company partners.
Oly AI pricing
Pricing model: Free
OLY.AI offers three pricing plans: Free Plan at $0/month including core QuickBooks integration, basic reporting and analytics, 2,500 free tokens, connect 2 QuickBooks companies, and secure transactions. Starter Plan at $50/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 at $120/month includes advanced Google Docs integration, detailed analytics, priority customer support, 50,000 tokens, and unlimited QuickBooks companies. Every new account includes 2,500 free tokens at no cost with no credit card required. You can upgrade or downgrade subscription at any time from account settings and cancel at any time with access continuing until end of current billing period.
Oly AI pros
- Instant answers to financial metric questions in seconds instead of 30-48 minutes
- Certified QuickBooks Online integration with no-code setup in minutes
- Natural language queries - speak or type questions like talking to a colleague
- Real-time data with live charts for context on every answer
- Slack Agent lives in your workspace as autonomous AI orchestrator tracking goals
- Connects Google Docs and QuickBooks into one unified AI workspace
- Forecast cash, explain variances, summarize contracts, draft board updates easily
- 256-bit SSL encryption with AES and TLS security standards matching QuickBooks
- Data never shared with external LLMs - private SSM keeps data secure
- 24/7 customer success team support for paid accounts
- Connect multiple QuickBooks companies - 2 on Free, 4 on Starter, unlimited on Pro
- Customizable dashboards and AI-generated reports for critical KPIs
- Personalized intelligent suggested queries tailored to your job functions
- 10-minute setup time with smooth system integration
- Supplement to QuickBooks not replacement - adds real-time pulse on financial health
- Saves hours of manual data searches where 50% of financial team time is lost
- Scenario planning and goal tracking tools improve productivity and profitability
Oly AI cons
- Currently in BETA phase with limited features compared to full release
- Free plan only includes 2,500 tokens which may run out quickly for heavy users
- Requires QuickBooks Online - not compatible with QuickBooks Desktop
- Live support only available for paid accounts, free gets community Slack support
- Starter plan at $50/month may be expensive for very small businesses
- No annual billing discount mentioned for current pricing plans
- Google Docs integration is only advanced on Starter and Pro plans, not Free
- Token-based system limits usage - 50,000 tokens on Pro may still be restrictive
Frequently asked questions about Oly AI
Is my data private with OLY.AI?
Yes, your data is completely private. OLY.AI operates data infrastructure software as a service like Dropbox, QuickBooks Online, or Salesforce and will never do anything with your data other than provide the service offered. Our servers are protected physically and electronically with 256-bit SSL encryption protecting any connection between you and OLY. We never store credentials to your financial accounts, and our QuickBooks certified integration ensures data remains secured. We are audited annually by QuickBooks ensuring highest security standards.
What happens if I need support or help?
OLY.AI offers fast email support to paid accounts and prioritized help for team accounts. Community support is available through Slack at join.slack.com/t/olyaicommunitysupport/signup for free accounts. The support team is available 24/7 to help you make the most of your OLY.AI experience, even when burning midnight oil. We provide comprehensive support for onboarding and integration including tutorials, documentation, and customer support to ensure smooth setup.
Can I change my subscription plan later?
Absolutely! You can upgrade or downgrade your subscription at any time from your account settings. The flexible pricing ensures you get what you need at the best market price, and there is no enterprise complexity or lock-in preventing you from changing plans.
Do you offer support for onboarding and integration?
Yes, OLY.AI provides comprehensive support for onboarding and integration, including tutorials, documentation, and customer support to ensure a smooth setup process. The platform took just 10 minutes to setup according to customer testimonials, and integrated smoothly with systems making processes efficient and quick.
Is OLY.AI a replacement for QuickBooks Online?
OLY.AI is a supplement to QuickBooks Online, not a replacement. The apps give you immediate insight into spending and cashflows without having to dig through individual reports, wade through QuickBooks Online, or wait for your accountant. Think of it like a real-time pulse on the financial health of your business at your request, enabling users to access data in real time simply by asking questions in their own words.
What types of businesses should use OLY.AI?
Any business where you want to know what your balance sheet looks like but don't have time to sit down with your laptop and find out. OLY.AI is built exclusively for small and medium businesses with 33 million SMBs in the US having no dedicated AI partner. It's ideal for bookkeepers, fractional CFOs, business owners, finance managers, accounts managers, financial analysts, finance advisors, CEOs, and investors.
How does OLY.AI ensure security of user data?
OLY.AI uses advanced AES encryption and TLS, security standards used by QuickBooks along with financial institutions, to create the most secure environment for your data. Our servers are protected physically and electronically with 256-bit SSL encryption. We never store credentials to financial accounts, and our QuickBooks certified integration ensures data remains always secured. We are audited annually by QuickBooks ensuring highest security standards, and data is treated with utmost privacy and care with support staff legally bound to confidentiality obligations.
Does OLY.AI use my data for external LLMs?
Never. OLY.AI provides data infrastructure software as a service to you like Dropbox, QuickBooks Online, or Salesforce and will never do anything with your data other than provide you the service we offer. OLY.AI uses our SSM (Secure Storage Model) to keep your data private from external LLMs, ensuring real-time data analysis without exposing private company data to external models.
What happens when OLY.AI leaves BETA?
While OLY.AI is in BETA they aren't charging. Once they leave BETA they'll offer special discounts for early users, and for new users they'll have a free trial plan. Currently the Free Plan is $0 forever including QuickBooks Online integration and natural language answers. Early Adopter Access was previously available as free access to OLY for a limited time.
Can I cancel my subscription?
Yes, you can cancel your subscription at any time. Your access will continue until the end of the current billing period. There is no penalty for canceling, and the flexible pricing model ensures you only pay for what you need without enterprise lock-in.