Turn Any QuickBooks File Into a
$50K-$500K* Profit Discovery Report In 7 Minutes
While Your Competitors Show Reports, You'll Show Hidden Money. Connect QuickBooks → Our AI analyzes 24+ months of transactions → Compares to similar businesses → Identifies where they're bleeding profit → Gives you specific fixes with dollar amounts. Your client sees EXACTLY what's costing them money and how to fix it. One meeting. One report. One new $2,000/month advisory client.*
Start With Confidence
QuickBooks Gold Partner
SOC 2 Compliant
1,000+ Five-Star Reviews
Why Accountants
Choose the AI Growth Advisor
- AI-native competitors are eating your lunch
- Clients see bookkeeping as a commodity
- Low margins, high churn, constant pricing pressure
- Your team drowns in manual analysis
- Being seen as a commodity
- Not able to provide advisory services and leverage AI
Before
- Futureproof your firm with AI SMART Dashboards™ & AI Focused on Profit
- White-label ready With wholesale pricing for firms, your brand/cients
- Works with existing QuickBooks workflows
- Junior staff = senior results (proven 3-step process)
- 7,000 profit increasing business strategies biz, franchises, chains, SMBs
- Multi-location/client mastery single portal, niche, franchises, SMBs
After
Take the Challenge to
Turn Bookkeeping Clients Into $2,500/Month Advisory Clients
We'll Show You How—Live, in 30 Minutes
1
Bring any client's QuickBooks file
We'll analyze it LIVE with you watching
2
We'll find 3 profit leaks with dollar amounts
See exactly how much money they're leaving on the table
3
You get the proven playbook to win them
Present it to your client and start charging advisory fees
The Complete Profit Intelligence Platform
We'll Show You How—Live, in 30 Minutes
1
Connect & Analyze
Connect QuickBooks. AI spots COGS variances, expense anomalies, margin erosion. Delivers specific fixes.
2
Benchmark & Compare
See gaps between actuals and targets. Get action plans from 7,000+ strategies sourced from leading business books.
3
Forecast Profit
Show potential improvement in real dollars. Industry-specific strategies to capture the opportunity.
Reports Show Data. We Show Money.
Fathom shows dashboards. Reach shows charts. We show where profit is hiding and how to get it.
Real Client Examples
What AI found in 7 minutes
Multi-Location Shipping & Logistics Franchise
700 Locations • +$500M Annual Revenue
Analyzed by: MCO Bookkeeping
7 Min Analysis
Oct 2024
❌ SHIPPING SUPPLIES
8% Above Franchise Peer Average
Client paying $4.32 per box vs. peer average of $3.98
• Bleeding $685/month across 3 stores
• Bleeding $685/month across 3 stores
A LABOR EFFICIENCY
Staff Scheduled During Lowest Traffic Periods
2 locations running full staff 6-9 AM when only 12% of daily customers arrive . Transaction data shows 61% of customers come 11 AM-2 PM
REVENUE OPPORTUNITY
Packing Services 40% Below Peer Average
Only offering packing to 23% of shipping customers vs. peer average of 38% · Top quartile stores achieve 45%attach rate
Total Annual Profit Opportunity: $41,500
6.1% improvement to bottom line • For a 3-location franchise generating $680K revenue
Bookkeeper Result: Client signed $2,000/month advisory retainer on the spot. "Why haven't you been showing me this for 5 years?"
Amazon DSP Fleet
47 Vans • ~10% Net Margin Business
Analyzed by: BeanSquad - "Count On Us"
7 Min Analysis
Oct 2024
❌ SHIPPING SUPPLIES
2.00% Damage Rate vs 0.67% Peer Target
Running 3X higher damage rate than top-performing DSPs
• Damaging 2 out of every 100 packages delivered
• Customer complaints triggering Amazon quality alerts
• Damaging 2 out of every 100 packages delivered
• Customer complaints triggering Amazon quality alerts
A LABOR EFFICIENCY
Replacing Drivers Every 4.2 Months
Annual turnover rate: 285% vs peer average of 180% • Recruiting, training, and productivity ramp costs $3,300 per driver • Lost 47 drivers in 12 months
REVENUE OPPORTUNITY
Reactive Maintenance Costing 23% More Than Preventive
73% of repairs are reactive (breakdowns) vs 27% preventive • Peer DSPs run 60/40 preventive/reactive split • Average $873/van/month vs peer $710/van/month
Total Annual Profit Opportunity: $269,520
With 10% margins, this represents 2.7X increase in annual profit
Bookkeeper Result: "When I showed him the numbers, he asked 'What would you charge to help me capture this?' I said $3,500/month. Done deal."
"I sent the same analysis to my other 13 DSP clients. 11 replied within 48 hours wanting the same service." - Mike Patterson, BeanSquad
From Compliance to Advisory
Elevate from data entry to profit discovery.
Compliance Work
- $300-$500/month bookkeeping
- "What do I need you for?"
- Staff enters data
- 70-hour weeks
- Losing to AI tools
AFTER (Your New Reality)
- $1,500-$3,500/month advisory*
- Show hidden profit opportunities
- Junior staff deliver senior insights
- Fewer hours, higher margins
- Clients become referral sources
See Exactly How to Maximize Profit Across ALL Locations
From 1 to 1,000+ Locations Find Hidden Profit Everywhere
1
Connect & Analyze
Connect QuickBooks. AI spots COGS variances, expense anomalies, margin erosion. Delivers specific fixes.
2
Set Smart Targets
AI-powered goal setting. Let our AI analyze 2 years of trends to set realistic, seasonal targets or input your own. Compare against industry benchmarks and peer groups.
3
Discover Profit Gaps
See the opportunity. Instantly identify which locations, departments, or KPIs are underperforming. Quantify exactly how much profit is being left on the table.
4
Get AI-Powered Strategies
Click any red metric. Our AI analyzes the issue and provides specific strategies from our library of 7,000+ business tactics sourced from leading resources. Assign to team members and track implementation.
Your 25-Year-Old Staff Member Now Sounds Like a 45-Year-Old Industry Veteran
They click a red metric. They see: "High Expenses? Cut 15% using Profit First methodology. Implement the Pay Yourself First principle. Here's exactly how..."
7,000+ strategies from 1,500+ business books. Your entire team becomes profit advisors overnight.
Everything You Need to Deliver Profit Advisory at Scale
From 1 to 1,000+ Locations Find Hidden Profit Everywhere
Multi-Location Mastery
Manage 1 to 1,000+ locations in one view. See performance across every unit, identify patterns, and spot outliers instantly.
AI Strategy Engine
7,000+ strategies from 1,500+ business books. Get specific recommendations for every underperforming metric. No generic advice.
Smart Benchmarking
Compare to industry standards, regional averages, or custom peer groups. Show clients exactly where they stand versus the competition.
Profit Forecasting
Show exact dollar impact of hitting goals. "If you fix these 3 things, you'll add $X to your bottom line." Makes the case for change undeniable.
Healthy Books Monitor
Know instantly when books are reconciled and ready. Never wonder about month-end status again. Streamline your entire close process.
Team Collaboration
Assign strategies to team members. Track implementation. Keep everyone aligned on profit improvement initiatives.
Native QuickBooks Integration " White-Label Available " SOC 2 Compliant " Enterprise Security
Real Results. Real Revenue.
How Firms Are Helping Clients Find Profit
Lance Dimond
Founder, MCO Bookkeeping
Helping UPS Store Franchisees Maximize Profitability
"I specialize in UPS Store franchisees bookkeeping. For 12 years, same monthly reports, same $400 fee per location.
The AI Growth Advisor changed everything. In just 7 minutes, it found one client's shipping supply costs were 8% above franchise average across 3 stores. The owner's reaction? 'Why haven't you been showing me this for 5 years?
'He signed a $2,000/month advisory retainer on the spot. That's $24K annual recurring revenue from ONE franchise operator. Now 6 of my 18 UPS Store clients pay between$1,800-$2,500/month for advisory. My franchisees are finally seeing what actually drives profit at each location."
The AI Growth Advisor changed everything. In just 7 minutes, it found one client's shipping supply costs were 8% above franchise average across 3 stores. The owner's reaction? 'Why haven't you been showing me this for 5 years?
'He signed a $2,000/month advisory retainer on the spot. That's $24K annual recurring revenue from ONE franchise operator. Now 6 of my 18 UPS Store clients pay between$1,800-$2,500/month for advisory. My franchisees are finally seeing what actually drives profit at each location."
Mike Greenblatt
Partner, BeanSquad
Premier Franchise Accounting Solutions • 100+ Franchise Brands Served
"We specialize in Amazon DSP operators. One client with 47 vans was bleeding money but couldn't pinpoint where.
Autymate found $270K in potential annual savings: fuel costs $73K above peers, driver turnover burning $156K,maintenance off by $41K. The Al gave specific fixes like progressive driver bonuses and route-based maintenance scheduling.
When I showed him the numbers, he asked what would you charge to help me capture this? l said $3,500/month. Done deal. I sent the same analysis to my other 13 DSP clients. 11 replied within 48 hours wanting the same service."
Autymate found $270K in potential annual savings: fuel costs $73K above peers, driver turnover burning $156K,maintenance off by $41K. The Al gave specific fixes like progressive driver bonuses and route-based maintenance scheduling.
When I showed him the numbers, he asked what would you charge to help me capture this? l said $3,500/month. Done deal. I sent the same analysis to my other 13 DSP clients. 11 replied within 48 hours wanting the same service."
➕Never Wonder If Your Clients Books Are Ready Again From Your Team!
Our health check indicator shows you when your team has reconciled your QuickBooks Online data for that period, so you can trust that every clients numbers are ready for you to advise there next big decisions.
Reports vs. Profit Intelligence
2x Apps QuickBooks App Store
Autymate
The Easiest Way to Move Data In/Out of QBO
AI Growth Advisor
SMART Dashboards & AI Focused on Profit
We Give Profit Intelligence Other Platforms Give Reports
See our other reporting platforms in the space. What makes us different is we focus on profit.
Reach Reporting
Visual dashboards
We identify profit gaps
Differentiator
Syft Analytics
Consolidates data
We provide strategies
Differentiator
LiveFlow
Excel reporting
We deliver insights
Differentiator
Fathom
Financial forecasts
We spot opportunities
Differentiator
Qvinci
KPI tracking
We improve KPIs
Differentiator
Joiin
Report automation
We focus on profit
Differentiator
Crik-it
CRM features
We analyze margins
Differentiator
Spotlight
Detailed reports
We drive results
Differentiator
Comparisons express our opinion about a profit-focused approach based on publicly available information at the time and are not factual assertions about competitors; verify features with each vendor.
The Fundamental Difference:
Reporting Tools Show:
- What happened last month
- Historical trends
- Pretty visualizations
- Standard KPIs
Profit Intelligence Shows:
- Where profit is leaking
- Specific improvement strategies
- Actionable recommendations
- Benchmark comparisons
Go Beyond Reporting. Deliver Profit Intelligence.
Help your clients understand not just what happened, but why it happened and how to improve it.
Your Advisory Revenue
How Much More You Could Make
Current
20
Bookkeeping Clients
$400
Average Monthly Fee
$96K
Annual Revenue
After 60 Days Potential
10
Convert to Advisory
(50% conversion typical)
(50% conversion typical)
$2,000
Average Monthly Fee
(Like Lance & Mike)
(Like Lance & Mike)
$240K
Additional Revenue
(+250% increase)
(+250% increase)
$336K Additional Revenue
10 clients: $400/mo → $2,000/mo = $19,200/mo new revenue
Lance did this with 6 UPS Store clients. Mike did this with 11 Amazon DSP clients.
*Case studies. Results vary.
⚠️ Cost of Waiting
Every Month = Lost Opportunity
-$20,000
If You Wait 30 Days
-$40,000
If You Wait 60 Days
-$60,000
If You Wait 90 Days
Lost advisory revenue
Plus, While You're Waiting:
- 2-3 clients will switch to cheaper AI bookkeeping tools
- Your competitors will sign YOUR potential advisory clients
- Other firms will future proof & start using Autymate this month
RIGHT NOW:
Your clients have hidden profit opportunities invisible in standard reports.
90-Day Timeline
Bookkeeper to Profit Advisor
30 Days
Discovery & First Wins
- Connect QuickBooks for your best 5 clients
- Connect QuickBooks for your best 5 clients
- Identify profit opportunities for each client
- Sign your first $1,500-$2,500/month advisory client
Example Result:
$24,000+ in new annual recurring revenue from your first client
60 Days
Scale & Systemize
- Roll out to next 10 clients
- Train your team on profit discovery process
- Convert 3-5 more clients at $1,500-$3,000/month each
- Develop your niche expertise (like Lance with UPS Store)
Example Result:
$60K-$120K additional ARR (4 clients × $1,500 $2,500/month avg)
90 Days
Dominate Your Market
- 10+ clients on advisory retainers
- Team running profit discoveries independently
- Known as THE profit expert in your niche
- Referrals coming in from satisfied clients
Example Result:
$150K-$300K+ total new ARR
• Commanding premium pricing
• Positioned as profit advisor, not bookkeeper
• Commanding premium pricing
• Positioned as profit advisor, not bookkeeper
After 90 Days:
You're no longer competing on price. You're the profit expert charging premium fees.
What Clients Get
We don't just show data we show profit opportunities
What Clients Experience
Autymate
Fathom
Reach
Feature
"You found $40K+ in profit opportunities I didn't know existed"*
QuickBooks Payroll
ADP Essential
ADP Enhanced
Feature
"Now I know exactly which clients needs help"
QuickBooks Payroll
ADP Essential
ADP Enhanced
Feature
"You gave me the exact steps to fix my problems"
QuickBooks Payroll
ADP Essential
ADP Enhanced
Feature
"I can finally compare all my locations side-by-side"
QuickBooks Payroll
ADP Essential
ADP Enhanced
Feature
"Worth every penny - you're my secret weapon!"
QuickBooks Payroll
ADP Essential
ADP Enhanced
The Clear Choice for Profit Advisory
While others help you create reports, we help you discover profit. That's why CPA firms choose Autymate.
Bonus: Get 250 of the Profit-Focused Book Summary's Free
Click One. Boost Client Profits Today
We've curated 250 proven profit strategies from 1,500+ books in our library. Click any book - Our Alreads your client's QuickBooks - Recommends exact profit fixes - Apply with one button.
Your Al Growth Advisor Automatically Gives you
Recommendations to Fix Your Client Problems
Client has expense problems? Al suggests Profit First + expense elimination strategies. Cash flow issues? Al applies Big Book of Cash Flow tactics instantly. Tax optimization? Al implements Tax-Free Wealth frameworks with one click.
Click any book - See profit strategies for YOUR client's QuickBooks data
Profit Maximization
Apply frameworks from "Profit First," "Simple Numbers," and more. AI identifies which profit levers will deliver the biggest gains for your clients.
Expense Control
Reduce costs without impacting quality. Strategies from "2,001 Ways to Save," "Expense Control," and more. AI scans QuickBooks for unnecessary expenses automatically.
Income Generation
Increase business earnings through tax strategy.
Learn from "Tax-Free Wealth," "CPA Tax Compliance," and more. AI identifies missed deductions and tax optimization opportunities.
Learn from "Tax-Free Wealth," "CPA Tax Compliance," and more. AI identifies missed deductions and tax optimization opportunities.
Accounting Health
Keep accurate financial records (Reconciliations, Ratios).
Master "QuickBooks Online," "Accounting Made Simple," and more. Learn advanced QuickBooks techniques for better client insights.
Master "QuickBooks Online," "Accounting Made Simple," and more. Learn advanced QuickBooks techniques for better client insights.
Cash Flow Management
Ensure sufficient cash to meet business needs. Insights from "Cash Flow for Dummies," "Big Book of Cash Flow," and more. AI monitors patterns and predicts shortfalls before they happen.
Advisory & Pricing
Transform from compliance to advisory services.
Learn from "Effective Pricing," "Finance Bible," and more. Price advisory services profitably and grow your CPA practice beyond $400/month compliance.
Learn from "Effective Pricing," "Finance Bible," and more. Price advisory services profitably and grow your CPA practice beyond $400/month compliance.
These 250 books are just the beginning. Our Al Growth Advisor has access to 1,500+ profit-focused books across every business function-tax planning, bookkeeping, asset management, financial analysis, and more
100% Free Summaries • QuickBooks-Integrated • AI-Recommended
Read summaries free → Connect QBO → Get personalized strategy → Implement with one click
Read What People Are
Saying About Me
1,000+
5
reviews on App Stores and Google My Business
“Wow! Autymate Transactions for QuickBooks Online Saved our firm 150K a year. Used for 4 clients, for one client it saved 80 hours a month at 65 an hour that is a lot of savings, plus no billing errors.”
Scott Snow
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.
Jimmy John's
“We AMT managing over 450 clients in QuickBooks Online is a breeze. Using Autymate our client attrition has been amazing this past year because we can be proactive to keep our clients happy!”
Aaron Trevis
1000+
5
reviews on App Stores and Google My Business
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The app is helping in reducing data entry time and very efficient once it is set up.
QuickBooks App Store
Excellent Help, Very useful. Rubab has been great to work with every time.
QuickBooks App Store
Rubab was great help with solving the problem with connecting to quickbooks online.
QuickBooks App Store
This has been very helpful to move the transfer from POS to on-line QuickBooks
QuickBooks App Store
Your Client Is Losing Money. Let's Find It.
Join 500+ firms delivering profit intelligence
Profit Discovery Challenge
Bring any QuickBooks file. Live analysis in 15 minutes. We'll show exactly where they're losing money.
Start Today
QuickBooks App Store. Find profit in minutes. No credit card.
Try Free on QuickBooks
QuickBooks Gold Partner
Take the Profit Discovery Challenge
If we can't identify at least 3 specific profit improvement opportunities with dollar amounts in your client's data, we'll send you a $100 Amazon gift card for your time.*
Schedule Your Profit Challenge
*One per firm; eligibility requires a 60 minute session, QBO connected in the first 30 minutes and active, at least 2 full years of data, and $500K+ in annual transactions. Not guaranteed.
