Custom Integrations
for POS, CRM, ERP and Accounting Systems
Autymate builds and manages custom integrations between POS, CRM, ERP, accounting software, databases and 300+ business applications.
300+ Supported Applications
Built for Multi-Location Businesses- Managed Integration Monitoring
SOC 2 Type II
Connect the systems your business already uses and keep your data moving automatically.
Customers Running on Autymate
What Are Custom Integrations?
Custom integrations are connectors built specifically for your systems. They move data automatically between business applications that don't natively talk to each other, or automate a multi-step workflow that spans them.
Most are built as custom API integrations. When a system has no modern API, Autymate builds a custom software integration to bridge it, mapped to your data, your workflow and your edge cases.
- Mapping
- Your fields, accounts, locations and business rules.
- Validation
- Missing fields, invalid formats, duplicates and incorrect mappings caught before data reaches the destination.
- Scheduling
- Hourly, daily, weekly or another agreed schedule.
- Monitoring
- Failed, incomplete or invalid records identified and addressed.
Custom Integrations for Every Type of System
- to
POS Sales
Sales Receipt - to
Customer Orders
Invoice - to
Payments & Fees
Journal Entry - to
Items Sold
Inventory Update
POS Integrations
Connect restaurant, retail and service-based POS platforms with accounting, ERP, CRM and reporting systems.
Explore POS Integrations- to
Payouts and Fees
Deposit - to
Orders and Refunds
Invoice - to
Approved Expenses
Bill - to
Payroll Summary
Journal Entry
Accounting Integrations
Automate data movement between QuickBooks, Xero, NetSuite, Zoho Books, Sage and other accounting platforms.
Explore Accounting Integrations- to
Patient ChargesInvoice - to
Patient PaymentsDeposit - to
Claims and RemittanceJournal Entry - to
Visits and Encounters
Dashboard
Healthcare Integrations
Connect EHR, practice management and billing systems so patient charges, claims and remittance reach accounting and reporting.
Explore Healthcare Integrations- to
Product Inventory
Stock Update - to
Customers and Orders
Account and Order - to
Financial Transactions
Data Warehouse - to
Order Status
Deal Update
ERP Integrations
Connect financial, inventory, order, operational and customer information across enterprise systems.
Explore ERP Integrations- toPayroll JournalJournal Entry
- to
Labor Cost by LocationCost Center - to
Taxes and BenefitsBill - to
Hours and Overtime
Dashboard
Payroll and HR Integrations
Move payroll journals, labor cost, hours and employee records from ADP, Paychex, Gusto and other HR platforms into accounting.
Explore Payroll and HR Integrations- to
Customers and OrdersAPI
Customer and Order - to
PaymentsAPI
Financial Transaction - to
Calls and MessagesAPI
Customer Activity - to
Support TicketsAPI
Issue
Custom API Integrations
Build secure integration workflows when a standard connector cannot support your process, fields or business rules.
Explore Custom API IntegrationsCustom Integrations vs. Pre-Built Connectors
Pre-built connectors and tools like Zapier work well for simple, standard workflows. Custom integrations fit when your data, volumes, or locations go beyond what a standard connector supports.
| Pre-built connector | Autymate custom integrations | |
|---|---|---|
| Best for | Simple, one-step workflows | Workflows a standard connector can't support |
| Data mapping | Preset fields and templates | Your fields, accounts, locations and business rules |
| Validation | Limited to what the tool offers | Validation rules before data reaches the destination |
| Volume and locations | Varies by tool and plan | Higher volumes, multi-location and multi-entity |
| Setup and support | You configure and maintain it | Autymate designs, builds, runs and supports it |
How Our Custom Integration Process Works
We help you securely connect your applications, APIs, databases, SFTP servers, cloud storage, and structured files.
We map your fields, accounts, locations, customers, products and transaction types, then convert the data into the structure and format the destination system requires.
We test your workflow, check data quality, and resolve errors before the integration goes live to reduce duplicates, incomplete data and incorrect entries.
Your integrations run automatically on an hourly, daily, weekly or custom schedule.
We monitor each workflow, troubleshoot issues, and maintain your integration as your systems and requirements evolve.
Minuteman Press uses Autymate to automate accounting across 900 locations, potentially saving $4.9 million annually.
Two Ways We Build Custom Integrations
Offer a Custom Integration Under Your Own Brand
Autymate builds white-label connectors that ship inside your product, under your brand. We build, run and support them; your customers only ever see your name.
Explore white-label integrations
Gym and studio management software with a network of 5,000 fitness businesses.
WellnessLiving embedded our white-label QuickBooks integration in its software and sells it to its own customers as a paid monthly add-on.
- return on the integration
- 5x
- customer retention
- +24%
Connect Every Location's Systems
For franchises and multi-location operators, Autymate standardizes accounting mappings and data movement across every location, while keeping location-specific accounts and rules.
See franchise integrations
Printing and marketing franchise with 900 locations in 5 countries.
Minuteman Press runs one standardized chart of accounts in QuickBooks Online across its network.
- less monthly accounting work
- 40%
- franchise performance
- +20%
What's Included in Every Integration
Built Around Your Workflow
Your integration is designed around your systems, data structure, business rules and operational requirements.
Managed From Setup to Support
Autymate helps design, configure, test, launch, monitor and maintain your integration.
Designed for Complex Data
Support multiple locations, entities, applications, accounts, transaction types and custom fields.
Reusable Integration Templates
Standardize workflows and onboard additional locations, customers or entities without rebuilding everything.
Built-In Data Validation
Identify incomplete, duplicated or incorrectly formatted records before they reach the destination.
Clear Integration Visibility
See what moved successfully, what failed and what requires attention.
Flexible Connectivity
Connect systems through APIs, databases, SFTP, files, cloud storage and supported applications.
Ready to Scale
Expand existing integrations as transaction volume, locations and business requirements grow.
Real Integrations. Measured Results.
Jimmy John's
$31K Saved
Automated Macromatix POS entries into QuickBooks Desktop across 15 stores, eliminating 20+ hours of manual work a week.
Atlas MedStaff
$1M+ Saved Monthly
Synced Bullhorn One to NetSuite for weekly batch payroll with 100% data accuracy, easing critical back-office processes.
HEALTHCAREfirst
30M Records
Streamlined a 30-million-record national claims upload for home health and hospice, saving thousands of manual hours.
Minuteman Press
900 Locations
Standardized the chart of accounts into QuickBooks Online across 900 locations, cutting manual accounting by 40%.
WellnessLiving
5M Businesses Reached
Embedded a white-label QuickBooks integration into their platform, turning a build burden into a new revenue line.
Jitasa
$125M Approved
Extracted real-time QuickBooks data to pre-qualify 350 nonprofit clients for PPP loans, beating federal deadlines.
The Planet Group
2 Days → 2 Hours
Automated order-to-cash across Bullhorn One, accounting and AR, cutting payroll from two days to two hours.
Agito Phillips
Single Source of Truth
Connected Microsoft Dynamics and Salesforce into one inventory source of truth for a medical-equipment operation.
Autymate Transactions for QuickBooks Online on the QuickBooks App Store
4.7
(700+ Ratings)
Import invoices, bills, payments and expenses into QuickBooks Online in minutes, with errors flagged before they post, across every QuickBooks company you manage.
Get QuickBooks App
Enterprise-Grade Security for Every Integration
Independently validated by third-party auditors and built on Azure, Autymate protects your data with SOC 2 compliance and best-in-class encryption at every step.
AICPASOC 1
AICPASOC 2
SOC 2 Type II
Audited across security, availability, confidentiality, and privacy.
Data Encryption
Encrypted in transit over TLS 1.2 and at rest using AES-256 encryption.
Secure Access Control
SSO (SAML) and two-factor authentication keep only the right people in your account.
Integrations Built for Your Industry
Franchise Organizations
Standardize accounting mappings, data movement and operational workflows across franchise locations.
Restaurants and QSR Brands
Automate POS sales, taxes, tips, discounts, fees and payment information into accounting systems.
Retail Businesses
Connect store-level POS, ecommerce, inventory, accounting, CRM and reporting platforms.
Staffing Companies
Integrate Bullhorn, Salesforce, payroll, accounting and operational systems.
Automotive Services
Connect shop management, payment, CRM, accounting and reporting applications.
Home and Business Services
Automate information between scheduling, field service, CRM, payment and accounting platforms.
Fitness and Wellness Brands
Connect membership, payment, POS, accounting and reporting systems across multiple locations.
Financial Services
Connect payments, billing, CRM, accounting and reporting systems with validated data movement.
What Our Customers Say
At WellnessLiving, we wanted a white-label QuickBooks integration for our business management software but needed more resources to build it ourselves. That's when we turned to Autymate. Their team provided us with a seamless integration that matched our branding and turned it into a new profit center for our business. In addition, the setup process was easy for our customers, and the Autymate team was knowledgeable and responsive. I highly recommend Autymate for your accounting integration needs.
Our experience with Autymate has been nothing short of fantastic. Their accounting automation and COA standardization solution has streamlined our processes and allowed us to focus on what really matters growing our business. The support we've received from the Autymate team has been outstanding, and the ease of onboarding our franchisees has made a noticeable impact on our efficiency. We've gained invaluable insights into our financial performance, enabling us to make better strategic decisions. We highly recommend Autymate to any franchise business looking to simplify their accounting processes and gain a competitive edge.
Autymate has saved our business so much time and money and customized our solution to match our specific needs perfectly. It has been a joy working with them! Now we know the data is accurate in QuickBooks for all our locations so we can make better decisions as we continue to grow.
Autymate's Client Engagement Automation Solution allows us to monitor and comply with all aspects of our Customer SLA and provides Jitasa management with real-time access to actionable client KPIs and employee performance data, replacing expensive, time-consuming manual tracking processes.
The thing that was most surprising was that the Autymate programmers really wanted to understand how the business ran. They asked a lot of good questions upfront to understand what we're trying to accomplish and make our business better. They really tried to understand and make recommendations on things they had seen in the past that worked. They wanted to make sure it was done right and correct upfront. I thought that was a refreshing approach that I hadn't really seen a lot before.
FAQs About Custom Integrations
Custom integration services connect two or more business systems according to a company's specific workflow, data structure, mapping and validation requirements. They are especially useful when a standard connector cannot support the required fields, business rules, transaction volume or multi-location environment.
Autymate can connect POS, CRM, ERP, accounting software, APIs, databases, SFTP sources, spreadsheets, cloud storage and other business applications. The final integration depends on the available connection methods, system capabilities and business requirements.
Yes. Autymate can move sales, taxes, tips, fees, discounts, refunds, products, payment types and other transaction information from POS systems into accounting platforms.
Yes. Autymate supports multi-location and multi-entity environments. Reusable integration templates can be used while maintaining location-specific accounts, settings, mappings and business rules.
Yes. Autymate can build custom API integration workflows when a standard connector does not support the required data, fields, validation or process.
Yes. Autymate builds white-label connectors that ship inside your product, under your brand. We build, run and support them.
Yes. For The Planet Group, Autymate automated order-to-cash across Bullhorn One, accounting, and AR. Payroll went from two days to two hours, and two FTEs were redeployed.
Yes. Integrations can run automatically according to the schedule and capabilities of the connected systems. Depending on the workflow, data can be synchronized hourly, daily, weekly or according to another agreed schedule.
Yes. Autymate can support one-way and two-way data flows depending on the systems, APIs, source-of-truth rules and business requirements.
Validation rules can be applied before data reaches the destination system. These rules can identify missing fields, invalid formats, duplicate records, incorrect mappings and other data issues.
Autymate monitors integration activity so failed, incomplete or invalid records can be identified and addressed. The required error-handling and notification process is defined during the integration setup.
The timeline depends on the systems involved, API availability, number of data objects, mapping complexity, validation requirements and testing process. Autymate reviews the workflow before recommending an implementation timeline.
Pricing is quoted per project, scoped to your systems and the complexity of the build. A typical engagement is a one-time build plus an ongoing managed plan, with no per-transaction fees.
No. Subscription plans include the self-serve connector library. A custom build (a new connector, a multi-system workflow, or a white-label integration) is a separate, done-for-you service with its own one-time build and managed-support plan.
Autymate is designed for workflows that require complex mapping, data validation, higher transaction volumes, multi-location support, monitoring and managed implementation. Simple one-step workflows may still be better suited to lightweight automation tools.
Yes. Autymate can help monitor, maintain, troubleshoot and expand integrations as systems and business requirements change.
The integration is built for you and runs under your brand. If you part ways, we provide a transition plan covering documentation, access, and handoff. Full terms are in the engagement agreement.
Ready to Build Your Custom Integration?
Stop moving data between systems by hand. Autymate that.
Connect your POS, CRM, ERP, accounting software, databases and business applications with an integration designed around your workflow.