RULEHERO  /  VIDEOS

Watch RuleHero in use.

Short demos showing how working bookkeepers connect QuickBooks, run an audit, and fix the worst rules first. Roughly five minutes each.

CATALOG  ·  6 VIDEOS

Pick where you are.

All videos are about five minutes. They assume you've never used RuleHero. Watch in any order.

  1. 01 Tutorial 5:23

    Getting Started with RuleHero

    A comprehensive overview of how to connect your QuickBooks companies and start analyzing your rules.
  2. 02 Analytics 7:41

    Understanding Rule Performance Analytics

    Learn how to interpret your rule analytics dashboard and identify optimization opportunities.
  3. 03 ROI 6:18

    Track Time Savings Across Your Practice

    How to measure and prove the ROI of your rule automation efforts to clients and partners.
  4. 04 Best Practices 8:52

    Test New Rules on Historical Data

    Safely test rule changes against past transactions before deploying them to production.
  5. 05 Management 9:15

    Managing Rules Across Multiple Companies

    Best practices for standardizing rule management and analytics across your client portfolio.
  6. 06 Analytics 4:37

    Understanding Your Efficiency Score

    How to interpret efficiency scores and use them to improve your bookkeeping operations.

Ready to run your own audit?

The interactive demo lets you do everything in these videos against sample data. About three minutes.

Try the demo Start an audit