QuickBooks. Xero. NetSuite. Bill.com. Ask Guidely a question right on the page — “how do I reconcile this account?” — and it highlights the exact step, then says “now you try.” No screen-share, no re-explaining the same workflow for the hundredth time. And every answer you give can become a guide you share with the team.
“Sit with Sarah for a week” — Sarah bills $150/hr. That’s $6,000 in lost billable time per new hire just for tool training.
Your best billers are spending their time teaching, not billing.
You wrote SOPs in Word. They’re 40 pages. Nobody reads past page 3. The screenshots are from last year’s QuickBooks UI.
Outdated docs create more confusion than no docs at all.
January hits. The new hire still can’t reconcile accounts in NetSuite without asking. You’re doing their work and yours.
Training gaps become billable-hours emergencies when it matters most.
Senior staff time
20 hrs/hire × $150/hr
New hire ramp
3 months to independence
Busy season errors
Mis-posted entries, wrong GL codes
“In accounting, a training mistake isn't just slow — it's a restatement.”
Someone asks Guidely on the real tool and gets walked through it live.
No senior pulled off billable work. Cost: $0.
The big idea
The gap between your procedures manual and the live software is where errors happen. With Guidely, staff and clients ask their question right on QuickBooks, Xero, or NetSuite — and get guided through your exact workflow live, step by step. They learn by doing on the real tool. And the best answers turn into guides the whole firm can reuse — no binder required.
Staff or clients type their question on QuickBooks, Xero, or NetSuite: "how do I reconcile this account?" or "where do I post this invoice?" No screen-share, no waiting on you.
In the moment
Guidely highlights the exact element on the real screen, prompts "now you try," and waits for the real click. They learn by doing — correct entries, not guesswork.
Learn by doing
Turn the best walkthroughs into guides — your GL structure, your month-end checklist, per-client workflows — and share them with the firm. Any web app, no integration.
Compounds over time
Week 1: Shadow sessions with senior accountant.
Week 2: "Try it yourself" — 4 errors, senior has to fix.
Week 3: Another try — 2 errors, caught during review.
Month 2: Still asking "which GL code for..."
Month 3: Maybe independent.
Billable hours lost: 60+
Day 1: Hits the real tools and asks Guidely when stuck — guided live, on the spot.
Day 2: Reconciles and posts on the real tool. No senior pulled off billable work.
Week 1: Unblocking themselves. "Now you try" became "already done."
Month-end: Clean close. Best answers already saved as guides for the next hire.
Billable hours saved: 60+
Every firm says that. Here's what they mean.
"Every client has different workflows."
Staff ask their question right on that client's books and get guided through that client's exact workflow. Save the best answers as client-specific guides, and the right one shows up for the right client automatically.
"We're a small firm, we don't need training software."
This isn't training software. It's an answer your staff and clients can get the moment they ask, on the real tool — instead of pulling a senior off billable work. Guidely is free and takes seconds to set up.
"Our tools change with every update."
Guidely reads the live page when someone asks, so guidance reflects the current UI — not last year's screenshots. And rebuilding a saved guide takes seconds, not a weekend you don't have.
"Enterprise DAPs like WalkMe are for big companies."
Exactly. They cost $50K and take 6 months to configure. You're a 15-person firm. Guidely is free, works on any web app with no integration, and answers live the first time someone asks.
Install Guidely, and staff and clients get answers the moment they ask — live, on QuickBooks, Xero, NetSuite, whatever your firm runs on.
Add to Chrome — it's freearrow_forwardFree. AI-powered. 30 seconds. No credit card.