Customer Success Stories
Real-world results from franchise, multi-location, and SMB teams using the Autymate AI Growth Advisor to automate QuickBooks accounting, streamline financial reporting, and unify operations, HR, and marketing. See the measurable ROI, time savings, and profit lift our customers unlock across every department.

Accounting Auty-mation
Franchise Automation: Jimmy Johns to QuickBooks.
In this case study, a franchise owner of 11 Jimmy Johns stores saves over $30,000 dollars in labor costs by automating the Point of Sale entries into QuickBooks Desktop. We also provide more accurate numbers to run their business and help them to eliminate fraud.

Healthcare Financial Auty-mation
Extracting Data From HIPAA Secure Environments.
Autymate developed a technology solution to connect and integrate EHR data from its 350 hospice agency clients with their proprietary CRM solution to identify high-value referral providers.

Accounting Auty-mation
FinancialForce to QuickBooks: Accounting Automation.
Autymate created workflow automation to generate invoices from FinancialForce into QuickBooks, allowing the client to issue customer invoices faster, reduce accounts receivables and allow the back-office accounting team to close monthly financials more efficiently.

Accounting Auty-mation
Autymate supports ULP to Automate Productivity Reports
Autymate created an automated process to manage and report provider productivity for more than 900 physicians. The Autymate application connects 6 disparate systems and sources to automatically generate the reports on a daily basis.

Healthcare Financial Auty-mation
Statement Scrubber Provides 50% Statement Volume Reduction
Autymate improved management of patient billing and reduce incoming calls because of client billing issues. The "Autymate | Statement Scrubber" application also reduced the medical group's statements.

Healthcare Financial Auty-mation
Hospice Software Co Makes Millions with Autymate Technology
Autymate constructed a web application that could be used by hospice agency staff on any device to collect incidents and infection information, validate data and transfer to CMS

Healthcare Financial Auty-mation
How Autymate Streamlined 30 Million Record Upload Process.
Autymate created an efficient automated process for loading national claims data for home health & hospice, which saved our client thousands of man-hours.

Accounting Auty-mation
Jitasa Pre-Qualifies 350 non profit clients for 2021 PPP
Autymate to the rescue.... Jitasa leverages the Autymate Accounting Automation Platform to extract real-time client data to pre-qualify 350 clients for PPP loans. Time was the essence to meet Federal filing deadlines. Autymate delivered...

Accounting Auty-mation
Capital Now Funding automates presettlement loan processing
Capital Now Funding (CNF) was founded in 2015 in Louisville, Kentucky to provide non-recourse pre-settlement legal funding to personal injury victims that need an advance on their settlement to pay their bills before the case is settled.

HR Auty-mation
Atlas Medstaff Netsuite Integration With Bullhorn ATS
Using Autymate’s HR Accounting Integration platform, Atlas Medstaff could sync Bullhorn One to Netsuite, easing the burden of key business processes such as weekly batch payroll and improving the data accurac.

Healthcare Financial Auty-mation
Agito Phillips Healthcare Case Study.
Danish-based AGITO Medical provides healthcare solutions to hospitals, clinics, and distributors worldwide. Agito Medical offers an extensive selection of high-quality and tested spare parts to hospitals, clinics, biomedical engineering...
Accounting Auty-mation
HSA Bank streamline Employer Onboarding Process Nationwide
HSA Bank was experiencing substantial challenges with timely onboarding Employer Clients and creating Health Savings Accounts for their employees. HSA contacted Autymate to explore options for DYI Onboarding by the Service Team and, ultimately, client employers.