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AUTYMATE | Accounting Firms

Make servicing effortless for your accounting firm.

Empower your operations teams and clients with real time decision-ready financial data across multiple locations, departments, and systems. We create enterprise-ready and scalable accounting automations in QuickBooks from as many data sources as you need, creating a single source of truth for your client’s businesses. Deliver the same quality of results with less labor-hours, and create continuity by having an always available service.

Supporting the following accounting platforms

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Needing Robust Accounting Automation?

Autymate specializes in creating a single source of truth across clients, platforms, and QuickBooks accounts. Our development team uses our proprietary financial automation platform, along with custom integrations to connect and consolidate into an always-on, 24/7 accessible and reliable QuickBooks.
If you’re looking to marry client financial data with your firm’s services, consider booking a consultation with Autymate today.

Struggling with:

  1. Are you struggling with manual operations every month so much you cannot focus on scaling your business?
  2. Are you struggling to support your niche customers with reconciliations and custom demands that you think could be automated?
  3. Do you need to go next level with your customers and create impressive financial dashboards and reports that attract and retain your customers but don't know how? Also, do you need help with consolidated reporting between multiple QuickBooks Online Files?
  4. Import data from other systems to create transactions in QuickBooks?
  5. Matching transactions to deposits in Bulk transactions for Point of Sale (POS) or e-commerce?
  6. Visibility into how your Bookkeepers manage your customer's books (i.e., % of Uncategorized, %of Misc expenses, etc... )?

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Schedule a FREE Whiteboarding Session

Why work with Autymate

You need an accounting expert to ensure your books are correctly handled. There's no need to expand or overload your own IT team who are not specialized in QuickBooks or accounting software. Autymate specializes in accounting automation, helping you to look more professional and robust in your service offerings.

Never spend money on manual data entry again

Say goodbye to hours of error-ridden, unproductive, and painful data entry. With our one-click QuickBooks integration, you can get all the data you need without lifting a finger.

Reduce overhead costs and increase your revenue

Say goodbye to paying for unproductive data entry work. Now, your new hires can spend their days doing more meaningful and impactful tasks while you keep your overhead costs low

Have the most accurate, decision-quality data every day

Get your most complex systems integrated into one single source of truth so you can pull up the most accurate financial data in real-time

Pay Fast. Get Paid Faster.

Autymate for Accounting Firms will help you automate invoicing and any transaction in QuickBooks, so you eliminate paper processes and manual errors on behalf of your clients.

Eliminate Fraud Risk

Automate manual activities and data validation, which will help to reduce fraud risks and increase client-trust.

One dashboard for everything

Manage all your clients’ integrations from a straightforward dashboard, and provide them an easy way to see their financial performance.

Little to no learning curve, easily onboard thousands of clients

Our platform looks like and works just like QuickBooks. If you know QuickBooks, working within Autymate will be second nature, and you can onboard a client without any hassle or headache.

Schedule a FREE Whiteboarding Session

How does it all work?

  • Implement robust data technology
    Using SQL, and other backend technologies, we create a data warehouse that matches and consolidates different data sources into one place, providing a clear chain of custody
  • Consult and strategically implement
    Working together, we map out which metrics from which data sources need to flow through the system, and output to which QuickBooks of accounting events
  • Onboarding & training
    Take your end users through our hands-on training for a smooth onboarding experience. If problems arise, our award winning support will respond in 5 minutes or less, and provide ample solutions to every problem

A Support Team that truly has your back.

With a best in class uptime record, and an average respond time of under 3 minutes, our support team is ready to help you overcome any challenge you may face during system implementation. We offer unlimited support meeting access that ensures each end user and decision maker is able to overcome whatever issues they face, quickly and succinctly

Schedule a FREE Whiteboarding Session

Need something more advanced?

We also offer access to the API of 250+ leading business platforms! (See our complete list here).

We'll help you create the best integrations during our whiteboard session, so you get a single source of truth for your business and every store/center you open.
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Let Autymate do the heavy lifting for you

It's now time to work ON your business and not in it. Your time deserves so much more value than data entry. Now yo can save yourself from hours of error-prone data entry work while ensuring your data is high-quality and your revenue is growing.

Book Your Free consultation below

Use our booking calendar below to request a consultation time to review your need of accounting automation in your business

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Frequently Asked Question

How can I start working with Autymate?
Schedule a whiteboard session with us so we know 100% what you need and can provide you with the best solutions customized for your franchise business.
How much is a whiteboarding session?
The whiteboarding session is completely FREE! It's there for us to get to know you and your business so we can give you a picture-perfect accounting automation solution for your business.
How long is the whiteboard session
Our whiteboard session usually lasts 45 minutes to 1 hour long. It helps us answer all your questions about our product and what it can do for you. But, we promise you, an hour is often too short! And you will leave with a 1-page diagram showing you how to create a Single Source of Truth for your business that you can easily share with the C-Suite to get traction on streamlining your franchise's business processes.
What happens during a whiteboard session?
We will design the Single Source of Truth for your Franchise, where you can enter the data in your Point of Sale or other business system and have it automatically be transferred into QuickBooks.
What happens after a whiteboard session?
We send a quote with 3-4 options. Once we get a signed Statement of Work, we start the project.
What happens before we start the project?
We go on a Kick-off call with you to focus on your users persona and get the requirements to build the design.
How do you ensure that the project you're making is 100% fit for me?
We follow human-centered design best practices and build a pixel-perfect design of the desired solution. We conduct customer/user interviews to evaluate what they do for their accounting and ensure that the solution will meet the Franchisee's needs.
How can I review the project's progress while you work on it?
Our feedback-focused engagement means you have complete visibility of the project. We will build the project plan on Monday.com and build your solution following the feedback we receive from the user who reviewed the prototype.