
Smart KPI Scorecard & Dashboard
Goal vs. Actual on every metric, scored and color-coded, with locations-on-target at a glance.
Autymate connects QuickBooks, your POS, payroll, and hundreds of business apps, then syncs the data automatically, across every location, into one place.

Connecting an app is authorize-and-go: pick it from the directory and approve access, and its data becomes available in Autymate. No developer, no field mapping to configure. From there, the app's metrics are ready to drop into scorecards with goals, so every location's performance shows at a glance: red, yellow, or green against target. And the data keeps syncing automatically, every day.
Pick an app from the directory and authorize access. Its data becomes available. No code.
The app's metrics are ready. Add them to scorecards with goals, scored red, yellow, or green.
From then on, data syncs automatically every day, with on-demand sync anytime.
Browse a catalog organized the way you think: Financial, Marketing, Operations, Sales, and Legal, with QuickBooks, Stripe, Shopify, Salesforce, HubSpot, POS systems, and hundreds more. Each card tells you what data it brings in. You can also pull from Excel, CSV, and Google Sheets.

QuickBooks, Stripe, payroll, and banking feeds.
HubSpot, Salesforce, and the rest of your CRM stack.
POS systems, e-commerce, plus Excel, CSV, and Google Sheets.
CRM pipelines, invoicing, and revenue tracking tools.
Compliance platforms, contract management, and document tools.
QuickBooks is the anchor, and Autymate is an Intuit QuickBooks Gold Partner, but the profit picture comes from joining it with what your POS, payroll, and CRM know. Every connector feeds the same engine, so adding an app means richer reports, not another silo.
Franchisors and admins define which apps each location needs to connect; every location sees its required set, connects in a click, and you can see who connected what and when. One network, one consistent data foundation, not a patchwork of one-off setups.

That’s the difference between an integration tool and a reporting platform: a 900-location network can read like one business. Minuteman Press cut reporting workload by 40% and saw a 20% lift.
Minuteman Press
Every connected app syncs automatically each day. And an on-demand sync refreshes any connection the moment you need it. The Sync History dashboard shows every run across every location: what synced, how many rows moved, and any failure explained in plain language, with a drill-down into the details. You’re never guessing whether the numbers are current.
Every connected app syncs automatically, every day.
Refresh any connection the moment you need it.
Every run, every location: failures explained in plain language, with drill-down.

Connecting an app unlocks its metrics: the building blocks of every scorecard. Start from a ready-made library, build a custom metric from any field, combine metrics into a calculated one, or enter a number by hand. Give each a goal and a team, then show it as a number, gauge, line, area, pie, or progress bar.
Show any metric as
Pre-built metrics per app: Avg AR / AP, COGS, and standardized chart-of-accounts metrics for QuickBooks.
Build a metric from any connected table and column, with your own aggregation and dimension.
Combine multiple metrics with operators to derive margins, ratios, and blended KPIs.
Enter a value by hand for data that doesn’t live in a connected app yet. Your scorecard stays complete.

Connected, synced data doesn’t stop at a dashboard. It feeds every reporting feature Autymate runs. App & Integrations is the entry point; here’s where the data goes next.

Goal vs. Actual on every metric, scored and color-coded, with locations-on-target at a glance.

When a metric goes red, it recommends a strategy, assigns it, and tracks progress to the goal.
See the AI Growth Advisor →Every entity’s P&L, Balance Sheet, and Cash Flow rolled into one expandable, multi-entity view.
See Consolidated Financial Statements →
Each location against goals and the network average, with the gaps priced in dollars so you see where profit is leaking, and which locations to fix first.
Built for the network
See the whole picture as a franchisor or a multi-unit operator.

Intuit Gold Partner
Verified QuickBooks partner

SOC 2 Type II
Independently attested
1,000+ Five-Star Reviews
Across QuickBooks, Google & Capterra
Autymate is an Intuit QuickBooks Gold Partner and maintains SOC 2 Type II attestation. Over 1,000 five-star reviews across QuickBooks App Store, Google, and Capterra back what franchise operators already know: their data is in safe hands.
Autymate syncs what your source systems record. Report accuracy depends on the quality of the connected data. That’s why the Sync History dashboard shows every run, how many rows moved, and any failure in plain language: you can verify exactly what synced, instead of trusting a slogan.
Financial reporting automation is software that moves data from your operational systems (accounting, point of sale, payroll, e-commerce) into financial reports without manual exports or copy-pasting. Instead of rebuilding spreadsheets every month, your reports update as the connected systems do. Autymate applies it to franchises and multi-location businesses: connected data becomes consolidated statements, KPI scorecards, network benchmarks, and AI-recommended actions.
Autymate integrates with QuickBooks Online plus hundreds of business apps across point of sale, payroll, CRM, e-commerce, and spreadsheets. Named connectors include Stripe, Salesforce, HubSpot, Shopify, Excel, CSV, and Google Sheets. The connection directory lists every available app and stays current as connectors ship. If a tool you rely on is missing, Custom Integration Services can build it.
Connected apps sync automatically every day, so your reports reflect the latest activity without anyone exporting a file. When you need current numbers immediately, before a meeting or a month-end close, an on-demand sync refreshes a connection on the spot with one click. The Sync History dashboard shows every run, how many rows moved, and flags any sync that needs attention in plain language.
Connecting a directory app is authorize-and-go: pick the app, approve access, and its data becomes available, measured in minutes, not projects. No developer or IT project is required for standard directory connections. Custom or complex systems, where Autymate's AI proposes a field mapping you review and approve, are a done-for-you build scoped by the Custom Integration Services team.
Yes. Autymate syncs with both QuickBooks Online and QuickBooks Desktop, so mixed networks where some locations run QuickBooks Online and others run QuickBooks Desktop can still report as one. Autymate is an Intuit QuickBooks Gold Partner with a QuickBooks App Store listing rated 4.7 stars by 700 QuickBooks users.
Yes. Franchisors and organization admins define which apps each location is expected to connect, and every location sees only its required set for the units it has access to. Each connection records who connected it and when, so you have an audit trail across the network. That keeps a multi-location business on one consistent data foundation instead of a patchwork of one-off setups.
No problem. Our Custom Integration Services team will scope and build a dedicated connector for you. It is a done-for-you, quote-based service for any system your franchise runs. Just tell us the system during a demo and we’ll take it from there.
With a standard directory app, authorizing it makes its data available, and you choose which of its metrics to use in your scorecards and reports. For a custom-built connector, Autymate's Custom Integration Services team uses AI to propose the field mapping, which you review and approve before it goes live. Either way, the Sync History dashboard shows exactly what synced, so your accountant can audit the path from source to statement.
For connected data flows, yes. Once an integration is live, data moves between systems on a schedule without any manual entry. For example, point-of-sale transactions can post into QuickBooks automatically.
Absolutely. Autymate is SOC 2 Type II certified, which means our security controls are independently audited every year. Your data is encrypted in transit and at rest, and access is role-based. Your connected app data and financial information stays strictly within Autymate and is never shared with anyone. You can review the full details on our security and compliance page.
Book a 30 to 60 minute demo. We'll walk you through how Autymate connects the apps you already run, keeps the data syncing across every location on its own, and turns it all into reports, scorecards, and AI-recommended actions. So you can see if it's the right fit.