Adeptly Reviews & Product Details

It was so helpful coaching me around QuickBooks. QuickBooks is so confusing piece and I can never find where anything is. I have used Xero before, but I'm not super familiar with QuickBooks, and Adeptly was amazing. It just coached me through what I needed to do. It's just like having an expert sitting side by side with you the whole time. Review collected by and hosted on G2.com.

I wish I had more skills and I could use it across more pieces of software. I would use Adeptly everywhere in my workflows all day long Review collected by and hosted on G2.com.

Adeptly feels like having an experienced bookkeeper looking over my shoulder. The on-screen guidance pops up right inside QuickBooks and walks me through each reconciliation step in real time, so I am never guessing what to click next. I like that it adapts to what is actually on my screen instead of giving generic instructions, and that I can learn as I go without leaving the app for help articles or videos. Review collected by and hosted on G2.com.

Occasionally the prompts lag a little behind when I move quickly between screens, so I have to slow down for it to catch up. I would also love to see more “playbooks” for other QuickBooks workflows beyond reconciliation, like invoicing and reporting. None of these are deal-breakers, but there is room for the library of guided flows to grow. Review collected by and hosted on G2.com.