Intuit Gold Partner
SOC 2 Type 1 Compliant
1,000+ Five-Star Reviews

Find Profit Leaks
Across Every Location

Autymate consolidates financial, marketing and sales data across all your franchise locations, uses AI to find profit opportunities, and gives you real-time profitability scorecards. Rated 4.7 stars by 529 QuickBooks users.

Trusted by 3,500+ customers, from Franchisor, SMB to enterprises

What Happens When You Can't See the Full Picture

Franchise owners lose thousands every month to problems they can't spot across locations.

Hidden Profit Leaks

Money slips through cracks across locations — but spreadsheets can't show you where.

10+ Hours Lost Weekly

Your team spends half their week manually consolidating data from 5-10 disconnected tools.

Gut-Feel Decisions

Without real-time benchmarks, you're guessing which locations need help — until it's too late.

63% of franchise execs are investing in tech for revenue growth in 2025. — IFA/FRANdata
Get from scattered data to clear action in three steps.

How Autymate Works

Connect All Your
Franchises app (Like QuickBooks)

Link QuickBooks and 500+ business tools in 2 minutes. Your data flows in automatically.

1
2
AI Finds What Matters

Autymate consolidates every location’s data, spots profit leaks, and benchmarks performance in real-time.

Get Your Action Plan

Receive AI-powered profit recommendations specific to YOUR numbers — backed by the best profitability frameworks in business.

3
Multi-Location Franchise Management Software

Built for Multi-Location.
Not Bolted On.

Most franchise reporting software was designed for single businesses and stretched to fit multi-entity operations. Autymate is purpose-built franchise financial management from day one — for operators who need real-time visibility across every location.

Typical Franchise Analytics Tools

  • No multi-location security controls

    No role-based access — can’t control what each franchisee or location manager sees.
  • Statement-level data, no real drill down

    Top-line summaries only. Finding the transaction behind a number means exporting spreadsheets.
  • No per-location goal setting or tracking

    Setting individual franchise location targets and tracking progress is manual and spreadsheet-driven.
  • Royalty tracking is a bolt-on afterthought

    Separate modules for franchise royalty reporting that never tie back to real-time financials.
  • POS and app integration requires IT projects

    Connecting point-of-sale or payroll data means custom APIs and months of implementation.
Recommended
  • Multi-Location Security Built In

    Role-based access so every franchisee and manager sees only their data. No IT setup required.
  • 4-Level Financial Drill Down

    Portfolio to entity to account to transaction — full general-ledger depth in clicks.
  • AI-Powered Location Goal Setting

    1,500+ proven strategies matched to your actual numbers. Specific actions, not generic advice.
  • Built-In Royalty Processing

    Automated royalty calculations and franchisee reporting tied to real-time financials.
  • 500+ Integrations, No IT Required

    QuickBooks, POS, payroll, banking — all connected natively. No custom APIs needed.

Profit Playbooks for Every Industry

Restaurants
E-commerce
Professional Services
SaaS
Agencies
Franchises
One platform. Real-time visibility. AI-powered growth.
Intuit App Partner Gold

Connect Your Locations

Connect QuickBooks, Salesforce, Google Sheets, Stripe, and more. No coding required.
  • Connect 500+ Apps
    Zero manual data entry ever again
    Everything syncs automatically
Minuteman Press saw a 20% increase in franchise performance

Real-Time Location Scorecards

See how every location stacks up — instantly. Track KPIs, spot trends, and benchmark against top performers across your network.
  • Compare locations side-by-side
    Color-coded performance alerts
    Weekly trend tracking
Patent Pending Technology

AI Growth Advisor

Our AI identifies areas of improvement, providing you with real-time strategies for every location.
  • Real-Time Profit Insights
    Per-Location Margin Analysis
    Actionable Profit Recommendations
Weekly check-ins boost goal success by 95% (ASTD Study).

Actionable Team Collaboration

Assign tasks to your team, monitor progress, and boost profits through strategic weekly streaks.
  • Set Profit Targets by Location
    Hold Every Team Member Accountable
    Watch Margins Improve Week Over Week
Jitasa manages 350+ clients from a single dashboard

Consolidated Financial Reporting

Stop merging spreadsheets. Pull every location's P&L, revenue, and expenses into one real-time dashboard.
  • Multi-entity consolidation
    Drill-down to any location
    7.5 days faster month-end close

Automated Royalty Processing

Calculate, reconcile, and track franchise royalties automatically. No more manual errors eating into your margins.
  • Automatic royalty calculation
    Real-time reconciliation
    Audit-ready reports

Interactive Tutorial

PATENT
PENDING

Real Profit Results from Real Franchise Leaders

1,000+
5
reviews on App Stores and Google My Business
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"I've read Traction five times but never tracked the metrics until now. I tried 5 different systems and nothing worked. Finally have a simple solution."
sandypantalones

Accounting Automation

900 Locations

Mundane Monthly Accounting

40% Reduction

Financial Decision-Making

Streamlined reporting - 20% increase in Franchise performance

Franchisor Accounting Automation & Reporting for Minuteman Press

See how Autymate boosted Minuteman Presses franchisee efficiency with Autymate's accounting automation, standardized Chart of Accounts, and streamlined reporting. Schedule a meeting today to put your accounting on autopilot.

Matt Peretz
Matt Peretz
SVP, Operations & Business Development
Our experience with Autymate has been nothing short of fantastic. Their accounting automation and COA standardization solution has streamlined our processes and allowed us to focus on what really matters growing our business. The support we've received from the Autymate team has been outstanding, and the ease of onboarding our franchisees has made a noticeable impact on our efficiency. We've gained invaluable insights into our financial performance, enabling us to make better strategic decisions. We highly recommend Autymate to any franchise business looking to simplify their accounting processes and gain a competitive edge.

Business insights

80% Time Savings

Automate accounting

30% Increase in Profit

Standardize COA

Streamlined Workflows

Automating Accounting for Franchise Success - Decorating Den Case Study

See how Autymate helped Decorating Den automate accounting and standardize their chart of accounts for their 200 franchise locations, saving time and reducing costs. Learn more about our franchise automation solutions.

Bobbie Combs
Bobbie Combs
Director of Training
"Autymate has been a game-changer for our franchisees. Automating accounting processes has saved our franchisees time and resources, allowing them to focus on their core business. The integration of Salesforce and QuickBooks Online has simplified the accounting process and provided consistency across all locations. We highly recommend Autymate to any franchise looking to streamline its accounting processes.

5k Gyms

New QuickBooks Online integration

New profit center

5x revenue from investment

24% Increase

Customer Retention

How 5k Gym ISV Boosts Profit by White-Labeled Accounting Integration with QuickBooks Online via Autymate

This case study highlights how WellnessLiving, a cloud-based business management software, was able to increase their product stickiness and profitability by powered by Automate to provide a white-labeled QuickBooks accounting integration. Through a simple setup process, WellnessLiving was able to provide their users with an accounting integration that matched their branding and turned the integration into a new profit center. Learn how Automate can help you overcome accounting integration challenges and streamline your operations today.

Len Fridman
Len Fridman
CEO and Co-Founder at WellnessLiving
At WellnessLiving, we wanted a white-label QuickBooks integration for our business management software but needed more resources to build it ourselves. That's when we turned to Autymate. Their team provided us with a seamless integration that matched our branding and turned it into a new profit center for our business. In addition, the setup process was easy for our customers, and the Autymate team was knowledgeable and responsive. I highly recommend Autymate for your accounting integration needs.

100s of hours monthly

Time Saved

0 Errors

Reduced Errors

Monthly Affiliate Payouts

Increased Efficiency for

School of Bookkeeping Saves Hundreds of Hours Monthly via Accounting Automation

Improve your QuickBooks invoicing process with Autymate's advanced field mapping and column mapping solutions. Our interface resembles QuickBooks and allows you to map specific columns to fields, including Bill-To and Ship-To, customer information, and product/services. Our solution preserves the integrity of your CSV files and eliminates the need for manual invoice editing. Our custom dashboard provides insights into the time saved and the number of files processed. Discover how Autymate can save you time and money by automating repetitive accounting processes. Visit Autymate.com/amt today to learn more or schedule a whiteboarding session with us.

Dan Delong
Dan Delong
Chief Content Creator at Schoolofbookkeeping
I've used other importing utilities to streamline processes, and this one is so much better. For example I have a CSV that I have to download in order to import invoices. We do it monthly and with the "other guys" I still had to massage the CSV file (sometimes taking 30 minutes to an hour). With Autymate, I download the CSV, upload it without manipulation, and the import happens "auty-magically." Support is great as well. definitely bring them your challenges, and they will come up with a way!!

Processed in 3 minutes

1 Million Dollars Invoices

Customized Advanced Mappings

Mapping solutions

Pre-Validation resembling to QuickBooks

Validation process

Optimized Invoice Processing: Enliven Data's 1 Million Invoices Solution

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 accuracy and reporting processes.

HR Automation

Seamless Data Integration from HR to Payroll

100%

Data Accuracy For Weekly Payroll Details

$1M+

Saved Monthly

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.

Monte Roy
Monte Roy
Chief Financial Officer - Atlas Medstaff
The thing that was most surprising was that the Autymate programmers really wanted to understand how the business ran. They asked a lot of good questions upfront to understand what we're trying to accomplish and make our business better. They really tried to understand and make recommendations on things they had seen in the past that worked. They wanted to make sure it was done right and correct upfront. I thought that was a refreshing approach that I hadn't really seen a lot before...

Automated Loan Tracking

Priceless

DIY Error/Omission Corrections

= Time Savings

Loan Performance KPIs

= Actionable Analytics

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.

Charles Price
Charles Price
Chief Executive Officer
“Autymate allowed us to automate an accounting process that was time consuming and prone to errors. This allows us more time to focus on the business and not on manual repetitive tasks.”

Reduced Payroll Processing Time

2 Days to 2 Hours

$$$ Saved

Eliminated Manual Processing

Redeployed 2 FTE

Automated Payroll

The Planet Group works to automate Labor Supply Chain

TPG teamed with Autymate with the single goal of fully automating the "order to cash" process to achieve "Straight Through Processing" (STP) from sales transactions through customer billing without human intervention.

Tim Bauwens
Tim Bauwens
Chief Financial Officer
"Partnering with Autymate has allowed The Planet Group to provide high-value outsourced global workforce solutions and consulting services to Fortune 500 and top companies in a multitude of fast-growth sectors."

Automated Client Onboarding

Days vs. Months = Improved Partner Service Team Morale

Optimized Client Experience

Improved NPS

Enhanced Mapping

Improved Developer Morale

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.

$1000

Inventory Migration Automation

$1000

Streamlined Chart of Accounts Mapping

$1000

MS Nav to Salesforce Integration

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...

Derek Davis
Derek Davis
Salesforce Delivery Leader & Solution Architect
Partnering with Autymate allowed Phillips to integrate inventory systems between our U.S. and European operations (Philips AllParts Medical/Agito Medical) to create and leverage SalesForce as an SSOT for Asset Managment.

Automated Revenue Calc

= Accurate PPP Apps

350 Non Profits

Pre-Qualified for PPP Loans

$125M

PPP Loan Approvals

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...

Aaron Tevis
Aaron Tevis
Manager of Quality Assurance
“Autymate’s Client Engagement Automation Solution allows us to monitor and comply with all aspects of our Customer SLA and provides Jitasa management with real-time access to actionable client KPIs and employee performance data, replacing expensive, time-consuming manual tracking processes.”

KPI for 350+ Clients

= Enhanced Customer Experience

Track Acct Manager KPIs

= Client Retention

Onboard 150 Clients

Days v Weeks

Jitasa Manages Account Service Levels for non-profit clients

Leveraging Autymate's CPA Engagement Automation Solution, Jitasa is able to extract real-time client data directly from QuickBooks Online to view, access, and confirm timely and accurate account reconciliations and transaction processing.

Aaron Tevis
Aaron Tevis
Manager of Quality Assurance
“Autymate’s Client Engagement Automation Solution allows us to monitor and comply with all aspects of our Customer SLA and provides Jitasa management with real-time access to actionable client KPIs and employee performance data, replacing expensive, time-consuming manual tracking processes.”

$11k+

Savings

50%

Reduction in Statement Volume and Cost

100%

Eliminated Incoming Calls Relating to Unapplied Credits

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.

Medical Statement Scrubber
Medical Statement Scrubber
Medical Claims Scrubber
Autymate helped us to identify, define, document, improve, integrate, and deliver all ecosystem procedural components in a single visually and operationally consumable web portal containing actional RCM KPI data.

$31k

Savings

20 + Hours

Eliminated Per Week

100%

Accuracy

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.

Stormi Kidd
Stormi Kidd
Jimmy Johns Multi-Unit Franchise Owner
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.

Automated Manual Invoice Processing

Weekly Time Saving = 10 hours

Exporting bulk Invoice Line Items

= Priceless

DYI E&O Processing

= Accurate Mapping

Growthforce leverages Autymate to automate Invoices.

Automated weekly invoice processing for third-party party client integrating Google Sheets with QuickBooks Online saving 10 hours per week on a large client engagement project.

Amber Perez Reyna
Amber Perez Reyna
QuickBooks Specialist
We leveraged the Autymate platform to migrate weekly invoice details from a Google Sheet to our QuickBooks Online account, saving Growth Force and my team 40+ hours per month - 480 per year. Thank you Autymate.

Productivity KPIs

900+ Providers

2000 Hours

Saved Annually

2 FTE

Redeployed

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.

ULP
ULP
Autymate helped us integrate 6 disparate systems, creating a KPI dashboard providing real-time provider productivity figures.

30M Records

Processed Automatically

$1000s Saved

Redployed 2 FTE

80 Hours

Time Savings Per Month

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.

Kevin Porter
Kevin Porter
President & CEO of HealthcareFirst
Autymate has improved our operational efficiency while reducing technology labor costs through data automation and real-time exception alerting. The support and overall customer experience have been great.

ID Referral Sources

Priceless

Reduced Time

for EHR Implementation

Leveraged Analytics

Enhance Customer Experience

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.

Kevin Porter
Kevin Porter
President & CEO of HealthcareFirst
Autymate has improved our operational efficiency while reducing technology labor costs through data automation and real-time exception alerting. The support and overall customer experience have been great.

Invoices Delivered

Faster

Valuable

Time Savings

Eliminated

Manual Workflows

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.

Andy Dobson
Andy Dobson
Principal Partner at Syzygy Solutions
Working with Autymate has been a really, really good experience for us. They’re a good company that does what they say they are going to do. If there are challenges that come up, they work through them and get the job done.

Smart Integrations

350+ Hospices (WOW)

Huge ROI

Increase in Market Share

90% Reduction

Manual Processes

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

Kevin Porter
Kevin Porter
President & CEO of HealthcareFirst
Autymate has improved our operational efficiency while reducing technology labor costs through data automation and real-time exception alerting. The support and overall customer experience have been great.
All Your Business Tools, Working Together

Connects With the Tools You Already Use

No more logging into multiple apps to keep tabs, plug in up to 500+ Apps to see every thing in one place.

Frequently Asked Questions 

I've Got Answers

How quickly can I see results?

Autymate generates your Smart Scorecard™ within 5 minutes of connecting your apps. You'll see immediate insights into your business health and specific action items to improve performance.

Do I need technical skills to set this up?

Not at all! Autymate handles all the technical work. Simply authorize access to your business apps (like connecting to social media), and it does the rest automatically.

Which apps and platforms do you integrate with?

Autymate connect with 500+ business apps including QuickBooks, Salesforce, HubSpot, Shopify, Square, Google Analytics, Facebook Ads, and many more. If you use it for business, I likely integrate with it.

Is my business data secure?

Your business data is protected with enterprise-grade security—encrypted in transit and at rest, never shared or sold, and always under your control. Learn more about our Security and Compliance here.

How does the AI know what strategies will work for my business?

Autymate study and learn everything about your business. I match 1,500+ business book summaries with over 7,000 proven strategies to your unique situation, industry benchmarks, and current performance.

What if I don't like the recommendations?

You can provide feedback on any recommendation, and I'll learn your preferences. You're always in control. I provide insights and suggestions, but you make all the final decisions for your business.

Still have questions?
Book My Demo
Disclaimer: “Setup and results may vary based on your systems, data, and usage; we do not guarantee specific outcomes.”

Ready to Find Your
Profit Leaks?

Join 3,500+ franchise owners already growing with AI-powered insights.
Intuit Gold Partner
SOC 2 Type 1 Compliant
1,000+ Five-Star Reviews

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