Master Your QuickBooks Rules Across All Clients
Stop wondering if your transaction rules are working. Get powerful analytics that show exactly how much time you're saving—and where you can save more.
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Are Your QuickBooks Rules Actually Saving You Time?
Most accounting firms have no idea how effective their bank transaction rules really are. You've spent hours creating rules across dozens of companies, but you're still manually categorizing transactions every month.
You can't see which rules are working and which are wasting your time.
Each company has different rules with no way to standardize across clients.
QuickBooks doesn't show you the ROI on your automation efforts.
Finally Understand Your Rule Performance
RuleHero gives you the analytics you need to optimize your QuickBooks automation and multiply your time savings.
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.
Multi-Company Management
Manage rules across all your client companies from one dashboard. Compare performance and standardize best practices.
Test Rules Before Deploying
Create and test rules against historical transactions before implementing them. See what would have matched without risk.
Efficiency Scoring
Get an instant efficiency score showing how well your rules are performing. Track improvements over time.
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
Connect QuickBooks
Securely link your QuickBooks companies using OAuth. We never store your credentials.
Automatic Analysis
RuleHero analyzes your rules and transactions to generate comprehensive insights.
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
Perfect for Accounting Firms of All Sizes
Solo Practitioners
- Maximize efficiency across all your clients
- Reclaim hours every week for higher-value work
- Prove value to clients with concrete metrics
Multi-Partner Firms
- Standardize rule strategies across your practice
- Train staff with data on what actually works
- Scale automation as you take on more clients
Ready to Optimize Your QuickBooks Rules?
Join accounting professionals who are saving hours every week with better rule management.