RULEHERO  /  VIDEOS

Watch RuleHero in use.

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

CATALOG  ·  6 VIDEOS

Pick where you are.

Short walkthroughs of each major workflow. Watch in any order.

  1. 01 Getting started 0:30

    Introduction to RuleHero

    Overview of RuleHero: connect QuickBooks companies, score every bank rule, and prioritize fixes across your client portfolio.
  2. 02 Dashboard 0:58

    Master Dashboard

    Tour the firm-wide dashboard: company list, rule coverage, efficiency signals, and where to drill in next.
  3. 03 Workflow 1:24

    Transactions Tab

    How to use the transactions view to validate rule matches, spot miscategorizations, and trace what a rule actually did.
  4. 04 Testing 1:53

    Test Rules on Historical Data

    Replay rule changes against past transactions before you publish them to QuickBooks.
  5. 05 Rules 0:56

    Rule Upload

    Import and manage rules in bulk: upload spreadsheets, review mappings, and keep client rule sets consistent.
  6. 06 AI 1:32

    AI Rule Generation

    Use AI-assisted suggestions to draft new rules from your transaction patterns, then review and test before going live.

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