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.

Industry:
20 case studiesUpdating...

Accounting Auty-mation

Franchise Automation: Jimmy Johns to QuickBooks.

$31k
Savings
20 + Hours
Eliminated Per Week
100%
Accuracy

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.

Read More

Healthcare Financial Auty-mation

Extracting Data From HIPAA Secure Environments.

ID Referral Sources
Priceless
Reduced Time
for EHR Implementation
Leveraged Analytics
Enhance Customer Experience

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.

Read More

Accounting Auty-mation

FinancialForce to QuickBooks: Accounting Automation.

Invoices Delivered
Faster
Valuable
Time Savings
Eliminated
Manual Workflows

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.

Read More

Accounting Auty-mation

Autymate supports ULP to Automate Productivity Reports

Productivity KPIs
900+ Providers
2000 Hours
Saved Annually
2 FTE
Redeployed

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.

Read More

Healthcare Financial Auty-mation

Statement Scrubber Provides 50% Statement Volume Reduction

$11k+
Savings
50%
Reduction in Statement Volume and Cost
100%
Eliminated Incoming Calls Relating to Unapplied Credits

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.

Read More

Healthcare Financial Auty-mation

Hospice Software Co Makes Millions with Autymate Technology

Smart Integrations
350+ Hospices (WOW)
Huge ROI
Increase in Market Share
90% Reduction
Manual Processes

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

Read More

Healthcare Financial Auty-mation

How Autymate Streamlined 30 Million Record Upload Process.

30M Records
Processed Automatically
$1000s Saved
Redployed 2 FTE
80 Hours
Time Savings Per Month

Autymate created an efficient automated process for loading national claims data for home health & hospice, which saved our client thousands of man-hours.

Read More

Accounting Auty-mation

Jitasa Pre-Qualifies 350 non profit clients for 2021 PPP

Automated Revenue Calc
= Accurate PPP Apps
350 Non Profits
Pre-Qualified for PPP Loans
$125M
PPP Loan Approvals

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...

Read More

Accounting Auty-mation

Capital Now Funding automates presettlement loan processing

Automated Loan Tracking
Priceless
DIY Error/Omission Corrections
= Time Savings
Loan Performance KPIs
= Actionable Analytics

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.

Read More

HR Auty-mation

Atlas Medstaff Netsuite Integration With Bullhorn ATS

HR Automation
Seamless Data Integration from HR to Payroll
100%
Data Accuracy For Weekly Payroll Details
$1M+
Saved Monthly

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.

Read More

Healthcare Financial Auty-mation

Agito Phillips Healthcare Case Study.

$1000
Inventory Migration Automation
$1000
Streamlined Chart of Accounts Mapping
$1000
MS Nav to Salesforce Integration

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...

Read More

Accounting Auty-mation

HSA Bank streamline Employer Onboarding Process Nationwide

Automated Client Onboarding
Days vs. Months = Improved Partner Service Team Morale
Optimized Client Experience
Improved NPS
Enhanced Mapping
Improved Developer Morale

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.

Read More