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Adeptly

By Adeptly

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Adeptly Reviews & Product Details

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Adeptly Media

Adeptly Demo - Automated Expense Classification for QuickBooks CSVs with AI
Use Excel and AI-powered formulas to auto-label QuickBooks Online CSV transactions with consistent expense categories.
Adeptly Demo - Create a product listing on Shopify
Add your first product to an online store with photos, descriptions, and pricing.
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Adeptly Reviews (2)

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Adeptly Reviews (2)

5.0
2 reviews

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Fernando V.
FV
CFO
Small-Business (50 or fewer emp.)
"Expert Guidance for QuickBooks Made Easy"
What do you like best about Adeptly?

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.

What do you dislike about Adeptly?

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.

Verified User in Events Services
UE
Small-Business (50 or fewer emp.)
"Reconciled my accounts in half the time"
What do you like best about Adeptly?

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.

What do you dislike about Adeptly?

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.

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