Questions worth answering.

QuickBooks rules are siloed to a single company file. RuleHero lets you manage rules across many client companies from one dashboard, compares effectiveness across companies, and lets you test a new rule against the past twelve months of historical transactions before deployment. The historical-test step is the one that prevents costly miscategorisations and the cleanup work that follows.

Bookkeepers, firm partners, and practice managers who manage QuickBooks Online for several clients. It's most useful at three or more companies and unmistakably valuable at ten or more.

Set up an account (no charge today), connect a QuickBooks company via OAuth, and view the first audit. End-to-end this takes about five minutes.

No. RuleHero is a web app. Sign in from any modern browser.

No. Read-only access. RuleHero analyses your rules and transactions but never creates, modifies, or deletes anything in your QuickBooks.

No. Bookkeepers spend less time in the QuickBooks bank feed once rules are tested and standardised, not more. RuleHero shifts the work from manual cleanup to a small monthly review.

All QuickBooks Online plans (Simple Start, Essentials, Plus, Advanced). QuickBooks Desktop is not currently supported.

From your RuleHero settings, or directly through the QuickBooks app authorisations panel. Disconnecting a company stops billing for that company at the next cycle.

On demand. The dashboard refreshes against QuickBooks when you load it; you can also trigger a manual refresh at any point.

You write a new rule and RuleHero replays it against the past twelve months of bank-feed transactions across the connected companies. You see exactly what would have matched, what would have been miscategorised, and what would have been missed. You commit a rule change knowing what it will do.

Roughly two minutes per transaction that a rule auto-categorised. The calculation is approximate but conservative; it's there to make the time saved visible, not to be a billing record.

Yes. Partners and practice managers see the aggregate view across every connected company plus a breakdown by which staff member created which rules. It's a starting point for one-on-one conversations, not an automated performance review.

Yes. Every audit can be exported to Excel/CSV for sharing with a partner, a client, or your own staff.

Yes. RuleHero is per-organization, not per-seat. Invite as many staff members as you need from inside the app, no extra charge.

Not when you sign up. We capture a card on file so billing kicks in automatically the first time you connect a sixth company. Until then your card is on file and unused.

All major credit cards (Visa, Mastercard, American Express, Discover) via Stripe.

Yes. No contract. Cancel from your settings; you'll retain access for the remainder of the current billing period.

Connecting a sixth (or later) company starts billing for that company on a prorated basis from the day you connect it. Disconnecting a company stops billing for it at the next cycle.

Above 50 companies, yes. Email team@rulehero.net for a quote.

Not yet. RuleHero is fully responsive on mobile browsers; a native app is on the roadmap.

AWS, US region, encrypted at rest and in transit. SOC 2 alignment in progress.

Retained for 90 days in case you reactivate. After 90 days it is permanently deleted unless retention is required by law.

Email is the default channel; it produces better records for both sides. For complex issues we'll schedule a video call.

Documentation and short demo videos cover most cases. For firms onboarding several staff at once, we can run a personalised session.

Yes. The next things on it are: deeper rule diff/preview, custom report templates, and a public read-only API. Email if you want a feature request prioritised; we read every message.