SOC 2 Type II
Agito Phillips: Dynamics NAV integrated with Salesforce
Unified
one source of truth — a non-QuickBooks build
Dynamics NAVSalesforce
- Inventory migration automated
- COA mapping
Custom Integrations · For Software Platforms & Multi-Location Businesses
Custom API Integration Services, Built and Run for You
Autymate builds the custom connector your workflow needs — POS, ERP, CRM, QuickBooks, or any tool with an API — then keeps it running and supported. Proven at thousands of locations.
Customer stories
Proven Where Integration Is Hardest
Real builds across healthcare, HCM, franchise, and SaaS — designed, built, and run for them.
Results reflect specific customers’ experiences and may vary.
Connectors for point-of-sale, CRM, ERP, healthcare, supply-chain, and accounting systems — Salesforce, Microsoft Dynamics, Bullhorn, NetSuite, QuickBooks, or any system with an API.
Two Ways Autymate Builds Integrations
Whether you sell software or run locations, the gap is the same, and so is the fix.
Offer a Custom Integration Under Your Own Brand
Customers churn and deals stall when your product can't connect to the systems they already run. Autymate builds the integration as a white-label connector, shipped inside your product, under your brand. As your ISV integration partner, we build, run, and support it; the integration is yours.
WellnessLiving embedded our white-label QuickBooks integration inside their gym-management SaaS.
For software platforms →Connect Every Location's Systems
Your operational systems, your inventory, your POS or service tools, your payroll, and your books all live in different places. Someone bridges the gap by hand. Autymate builds the custom accounting integration that connects them, so data flows automatically from every location into your books.
Agito Phillips unified medical-equipment inventory on a custom Microsoft Dynamics NAV ↔ Salesforce integration.
For multi-location operators →
Design · Build · Maintain
We Design It, Build It, and Run It
A custom integration is built for your exact systems, data, and edge cases. Autymate owns all three stages. You own none.
- Step 01
Design
We map your systems, your data, and the edge cases a generic connector breaks on: multi-location mapping, custom fields, multi-step workflow, the messy parts.
- Step 02
Build
We build it on the Autymate Middleware Hub: OAuth, real-time and batch sync, deduplication, error recovery, undo/redo. White-labeled if you want it. Most integrations are live in four to six weeks.
- Step 03
Maintain
Endpoints change, APIs change, systems go down. We monitor every connection and fix breakage, with Tier 1 to Tier 3 support. The maintenance is never yours.
- SOC 2 Type 2
- Encrypted in transit and at rest
- Multi-factor authentication
- US data residency
- HIPAA-capable with a signed BAA
Build It Yourself, Hire a Dev Shop, or Have Autymate Run It
There are three ways to get a custom integration. Two of them leave the build — and the maintenance — with you.
Comparison of three ways to get a custom integration (building it yourself, hiring a dev shop, or having Autymate build and run it). Autymate is the recommended option.
Build it yourselfA dev shopRecommendedAutymateBuilt & run for you
Who builds itYour engineersA dev shopAutymate
Who maintains itYou, foreverYou, or a new contractAutymate, always
Built on a platformNoNoThe Autymate Middleware Hub
Time to live6+ monthsVaries, often vague4–6 weeks
White-labeled as yours—SometimesYes
Proven at scale—RarelyAcross franchise, healthcare, HCM & SaaS
A unified API still leaves the build with your engineers. A dev shop hands you code and moves on. Autymate builds it, brands it, and keeps it running.
QuickBooks Is One of the Most Common Patterns We Build
Connecting your point-of-sale, ERP, CRM, or software platform into QuickBooks Online or Desktop is one of our most common builds. As an Intuit Gold Partner with a QuickBooks App Store listing, we design it, build it, and run it for you.
1,000+ Five-Star ReviewsProven on QuickBooks Online
- WellnessLiving, white-label build
- 5× revenue
- Minuteman Press, franchisor-wide
- 900 locations
FAQ
Common Questions About Custom Integrations
A custom integration is a connector built specifically for your systems. It moves data automatically between business applications that do not natively talk, or it automates a multi-step workflow that spans them. Most are built as a custom API integration; when a system has no modern API, Autymate builds a custom software integration to bridge it. Unlike a generic sync app, it is mapped to your data, your workflow, and your edge cases, then designed, built, and run for you.
Anything from point-of-sale into accounting (a franchise point-of-sale into QuickBooks for Jimmy John's), to multi-system workflow automation (Bullhorn HCM + accounting + AR for Planet Group's straight-through processing), to inventory and asset systems (Microsoft Dynamics NAV ↔ Salesforce for Agito Phillips), to white-label connectors embedded in a SaaS product (WellnessLiving).
Yes. Autymate built straight-through processing for Planet Group across Bullhorn One (HCM), accounting, and AR, automating the entire order-to-cash workflow from onboarding and timesheets through invoicing and cash collection. Payroll went from two days to two hours, and two FTE were redeployed.
Yes. While QuickBooks is a common pattern, Autymate also builds integrations with no QuickBooks involvement. One example is Agito Phillips' Microsoft Dynamics NAV ↔ Salesforce inventory single source of truth for a medical-equipment operation. If two systems need to talk and one of them is not QuickBooks, we build it.
Yes. Autymate builds white-label connectors that ship inside your product, under your brand. WellnessLiving embedded our white-label QuickBooks integration inside their gym-management SaaS. The integration is yours; we build, run, and support it.
Building in-house, or on a unified API, still puts the work and the permanent maintenance on your engineers. A dev shop hands you code and moves on. Autymate designs, builds, brands, and runs the connector for you, usually live in four to six weeks.
Most Autymate integrations go from discovery to production in about four to six weeks: design and mockups, the connector build, UAT, and a phased rollout, with a dedicated project manager throughout. Larger multi-system workflow automations may run longer.
Autymate is SOC 2 Type 2 compliant, encrypts data in transit and at rest, requires multi-factor authentication, keeps data in the United States, and supports HIPAA-regulated workflows under a signed Business Associate Agreement.
Pricing is quoted per project. Every integration is scoped to your systems and the complexity of the build. A typical engagement is a one-time build plus an ongoing managed plan, transparent and without per-transaction fees. Book a demo for a scoped estimate.
No. A custom integration is a separate, done-for-you service, scoped and quoted per project rather than bundled into a platform plan. Autymate's 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 distinct engagement with its own one-time build and managed-support plan. Book a scoping call for an estimate.
Yes. The integration is built for you and runs under your brand. We document and configure the connector in your environment, and if you decide to part ways, we provide a clear transition plan covering documentation, access, and handoff. Full terms are spelled out in the engagement agreement.
Talk to our integration team
Let’s Connect Your Systems.
Book a 60-minute working session. We’ll map the systems you need to connect, show you how a custom integration would work for your platform or your locations, and what it takes to build it — so you can see if it’s the right fit.
- A walkthrough of your systems and the data that needs to move
- How it would work — real-time or batch, white-label or not
- A timeline and scope for your build (most go live in 4–6 weeks)
- Proof from builds like yours — POS, ERP, CRM, healthcare, SaaS