Frequently Asked Questions

RuleHero is an analytics platform designed for accounting professionals who use QuickBooks Online. It analyzes your bank transaction rules across multiple companies, showing you which rules are working, how much time they're saving, and where you can improve your automation.

RuleHero is built for accountants, bookkeepers, and accounting firms who manage QuickBooks Online for multiple clients. It's especially valuable if you're managing 3 or more companies and want to optimize your rule automation strategy.

Sign up (no credit card required to start), connect your QuickBooks companies via secure OAuth, and start viewing analytics immediately. The entire setup takes less than 5 minutes.

No installation required! RuleHero is a cloud-based web application. Simply log in through your browser from any device.

Absolutely. We use OAuth 2.0 for authentication (we never see your QuickBooks password), all data is encrypted in transit and at rest, and we operate with read-only access—we cannot modify or delete any data in your QuickBooks account.

No. RuleHero has read-only access to your QuickBooks data. We analyze your rules and transactions but never create, modify, or delete anything in your QuickBooks account.

RuleHero works with all QuickBooks Online plans (Simple Start, Essentials, Plus, and Advanced). QuickBooks Desktop is not currently supported.

You can disconnect any QuickBooks company anytime from your RuleHero settings or directly through your QuickBooks account settings. Disconnecting immediately removes the company from your billing.

RuleHero syncs with QuickBooks in real-time when you view your dashboard. You can also manually refresh at any time to get the latest data.

RuleHero shows rule performance (match rates, time saved), identifies inactive rules, provides efficiency scoring, displays transaction categorization analysis, offers test rule capabilities, and gives insights across multiple companies.

Test rules let you create and validate rules against historical transactions without affecting your QuickBooks data. You can see what would have matched in the past, helping you perfect rules before implementing them in QuickBooks.

We calculate time saved based on industry averages for manual transaction categorization (approximately 2 minutes per transaction). When a rule automatically matches a transaction, we count that as time saved.

Yes! You can export transaction data and analytics to Excel/CSV format for further analysis or reporting.

Currently, each subscription is for a single user. Team features are on our roadmap. Contact us if you need multi-user access for your firm.

RuleHero costs $10 per QuickBooks company per month. If you manage 10 companies, that's $100/month. You only pay for the companies you have connected—add or remove companies anytime and your billing adjusts automatically.

We accept all major credit cards (Visa, Mastercard, American Express, Discover) through our secure payment processor, Stripe.

Yes, absolutely. There are no contracts or commitments. Cancel from your account settings anytime, and you won't be charged again. You'll retain access until the end of your current billing period.

We're happy to discuss custom pricing for firms managing 100+ companies. Contact us at sales@rulehero.net to discuss volume pricing.

Your billing adjusts automatically. If you add a company mid-month, you'll be charged a prorated amount. If you disconnect a company, it's immediately removed from your billing.

RuleHero works on all modern browsers including Chrome, Firefox, Safari, and Edge. We recommend using the latest version of your browser for the best experience.

Not yet, but RuleHero is fully responsive and works great on mobile browsers. A dedicated mobile app is on our roadmap.

Your data is stored on secure cloud servers in the United States with bank-level encryption. We use industry-standard security practices and comply with SOC 2 requirements.

When you cancel, we retain your data for 90 days in case you want to reactivate. After 90 days, all data is permanently deleted unless retention is required by law.

Email us at support@rulehero.net or use the contact form on our website. We typically respond within 24 hours during business days (Monday-Friday, 9am-5pm ET).

Email support is our primary channel, ensuring detailed responses and documentation. For complex issues, we can schedule a video call.

We provide comprehensive documentation and video tutorials. For larger firms, we can arrange personalized onboarding sessions. Contact us to learn more.

We're constantly improving RuleHero based on user feedback. Upcoming features include multi-user access, custom reports, API access, and more. Contact us to share feature requests!