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Success Metrics & Customer Feedback
Numbers That Matter, Stories That Inspire
30-50%
Higher Profit Margin
98%
Customer Satisfaction
3,500+
Stores Hitting Goals
8
Support Options Available

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Success Stories That Speak Volumes








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Business insights
Automate accounting
Standardize COA
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.

Accounting Automation
Mundane Monthly Accounting
Financial Decision-Making
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.

5k Gyms
New profit center
24% Increase
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 partnering with 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.

Processed in 3 minutes
Customized Advanced Mappings
Pre-Validation resembling to QuickBooks
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.
100s of hours monthly
0 Errors
Monthly Partner Payouts
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.

Automated Manual Invoice Processing
Exporting bulk Invoice Line Items
DYI E&O Processing
Growthforce partners with Autymate to automate Invoice.
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.

KPI for 350+ Clients
Track Acct Manager KPIs
Onboard 150 Clients
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.

4700
24/7
1000s Hours
UPS team access to real-time decision quality store POS data
UPS partnered with Autymate to develop a custom integration solution, which allowed UPS to access real-time, consolidated decision quality store POS data from its 4700+ franchisees. The solution involved integrating QuickBooks Desktop or QuickBooks Online with UPS Dynamics 365 POS, enabling seamless reporting of individual and consolidated information from Franchisee accounting software. The case study showcases the effectiveness of automation and integration to drive seamless reporting and decision-making. It demonstrates the versatility of combining Quickbooks Online and Quickbooks Desktop with Autymate’s integration and workflow automation solutions.
Reduced Payroll Processing Time
$$$ Saved
Redeployed 2 FTE
The Planet Group partners 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.

Automated Client Onboarding
Optimized Client Experience
Enhanced Mapping
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 Partner Service Team and, ultimately, client employers.
$1000
$1000
$1000
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...

HR Automation
100%
$1M+
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.

Automated Loan Tracking
DIY Error/Omission Corrections
Loan Performance KPIs
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.

Automated Revenue Calc
350 Non Profits
$125M
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...

30M Records
$1000s Saved
80 Hours
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.

Smart Integrations
Huge ROI
90% Reduction
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

$11k+
50%
100%
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.

Productivity KPIs
2000 Hours
2 FTE
Autymate Partners with 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.
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Invoices Delivered
Valuable
Eliminated
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.

ID Referral Sources
Reduced Time
Leveraged Analytics
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.

$31k
20 + Hours
100%
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.

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