Master and Optimize Your QuickBooks Rules Across All Clients

Test new rules against historical transactions before deploying them. Track exactly how much time your rules save each month. Manage and compare rule performance across all your client companies from one dashboard.

✓ No credit card required to start ✓ Cancel anytime

Poor Client Bookkeeping is a Major Bottleneck to Profitability

Bookkeeping represents 40% of labor time in modern accounting firms. Most firms have no idea how effective their bank transaction rules really are—they're still manually categorizing thousands of transactions every month.

❌ No Visibility

Bookkeepers don't know which QBO rules are actually "Active" and matching transactions. Many rules provide zero utility.

❌ Risky Deployment

Creating new rules is risky—they can accidentally miscategorize transactions, causing hours of cleanup work.

❌ Hidden Inefficiency

Owners can't see how efficient their bookkeeping department is or prove ROI on automation efforts.

Finally Understand Your Rule Performance

RuleHero gives you the analytics you need to optimize your QuickBooks automation and multiply your time savings.

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Rule Performance Analytics

See exactly which rules are matching transactions and which are sitting idle. Identify high-value optimization opportunities instantly.

⏱️

Time Savings Tracking

Know precisely how much time your rules save each month. Prove the ROI of your automation efforts to clients and partners.

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Multi-Company Management

Manage rules across all your client companies from one dashboard. Compare performance and standardize best practices.

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Test Rules on Historical Transactions

Test new rules against past transactions across all clients before deploying. See exactly what would have matched and achieve 100% coverage without risk.

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Efficiency Scoring

Get an instant efficiency score showing how well your rules are performing. Track improvements over time.

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Smart Recommendations

Receive AI-powered suggestions for new rules based on transaction patterns and gaps in your current automation.

Get Started in Minutes

Simple setup, powerful insights

1

Connect QuickBooks

Securely link your QuickBooks companies using OAuth. We never store your credentials.

2

Automatic Analysis

RuleHero analyzes your rules and transactions to generate comprehensive insights.

3

Optimize & Save

Use insights to improve rules, test new ones, and track your growing time savings.

Trusted by Accounting Professionals

RuleHero showed us that 40% of our rules weren't matching anything. After optimization, we're saving 20 hours per month on bank reconciliations.

Sarah Mitchell

Senior Accountant, Mitchell & Associates

Managing rules across 30 companies was a nightmare. RuleHero gives us the visibility we need to standardize and optimize. Game changer.

David Chen

Practice Manager, Chen Accounting Group

The time savings tracking feature alone pays for itself. Now we can show clients exactly how our automation is adding value.

Jennifer Ramirez

CPA, Partner, Ramirez & Partners LLP

Realizing the Benefits: Your ROI

Bookkeeping represents 40% of labor in accounting firms—the largest time commitment and primary source of wasted labor. RuleHero helps you optimize this foundation.

Scalability

Time saved frees bookkeepers to take on more clients without hiring additional staff. Grow your practice without growing your overhead.

Client Value

Higher accuracy and consistent reporting enhance client satisfaction and retention. Deliver better results with less effort.

Efficiency

Identify which bookkeepers are efficient and where training is needed. Monitor efficiency daily, weekly, or monthly.

Labor Distribution in Modern Accounting Firms

40%
Bookkeeping/CAS
Year-round foundation work
30%
Tax Compliance
Annual/quarterly filings
15%
Payroll & HR
Regular compliance tasks
15%
Advisory
High-value strategic work

Perfect for Accounting Firms of All Sizes

Bookkeepers & Solo Practitioners

  • Take on more clients without additional staff
  • Test rules confidently before deploying across clients
  • Prove value to clients with concrete time savings

Firm Owners & Practice Managers

  • Monitor bookkeeper efficiency across your entire practice
  • Prevent wrong rules that cause hours of cleanup work
  • Standardize best practices across all client companies

See RuleHero in Action

Try our fully interactive demo with real transaction data. No signup required. Experience the power of rule analytics, test rule functionality, and see how much time you could save.

Fully functional demo • 365 days of transactions • Pre-loaded rules • Try all features

Ready to Optimize Your QuickBooks Rules?

Join accounting professionals who are saving hours every week with better rule management.