Everything You Need to Master QuickBooks Rules
Powerful analytics and management tools built specifically for accounting professionals who manage multiple QuickBooks companies.
Manage All Your Clients in One Place
Stop switching between QuickBooks companies to check on rules. RuleHero gives you a unified dashboard to monitor and manage rules across all your clients.
- Quick Switching: Jump between companies instantly with a dropdown selector
- Cross-Company Comparison: Compare rule performance across different clients
- Aggregate Metrics: See total time saved and efficiency across all companies
Top Performing Rules
Know Which Rules Are Actually Working
Get detailed insights into how each rule performs. See match rates, time saved, and identify rules that need attention.
- Match Rate Analysis: See how many transactions each rule captures
- Time Saved Calculation: Precise tracking of hours saved per rule
- Inactive Rule Detection: Automatically flag rules that haven't matched recently
Test Before You Deploy
Create test rules and run them against historical transactions to see what would have matched—without affecting your live QuickBooks data.
- Risk-Free Testing: Validate rules without impacting production data
- Historical Matching: See what transactions would have matched in the past
- Comparison Views: Compare test rules against actual rules side-by-side
Software Subscriptions
Complete Transaction Visibility
View, filter, and analyze all transactions. Understand which are rule-matched vs. manual, and identify patterns for new automation opportunities.
Advanced Filtering
Filter by date range, account, rule status, category, and more. Find exactly what you're looking for.
Custom Views
Choose which columns to display. Save your preferences for a personalized experience.
Export Data
Export transaction data to Excel for further analysis or reporting.
One Score to Track Your Progress
Get an instant efficiency score that combines rule coverage, match rates, and utilization. Track improvements over time and benchmark against industry standards.
- Composite Scoring: Multiple factors combined into one actionable metric
- Historical Trends: Watch your efficiency improve month over month
- Actionable Insights: Specific recommendations to improve your score
Secure Integration with QuickBooks Online
Built with security and reliability at the core
OAuth 2.0
Secure authentication—we never see your password
Read-Only Access
We only read data, never modify your QuickBooks
Encrypted Data
All data transmitted with bank-level encryption
Privacy First
Your data is never shared or sold
Ready to Transform Your Rule Management?
Get started today and see the difference powerful analytics can make.