What’s New at Autymate
Instantly consolidate data, save time, and empower your SMB, franchise, or multi-unit location with our powerful AI Growth Advisor.
Why Businesses Rely on Autymate
Real-Time Clarity
Instantly view metrics across Finance,Marketing, and Operations. Make data-driven decisions in seconds, not days.
Connected Systems
Link QuickBooks, HubSpot, Salesforce, and500+ apps to consolidate your data in one powerful platform.
AI-Powered Action
Get step-by-step recommendations to fix bottlenecks and optimize your business processes.
Powerful New Features to Transform Your Business
AI Book Summary Advisor
AI Book Summary Advisor selects top strategies, crafts an AI plan with 1,500+ summaries, and gamifies goals for the Marketing Growth Crown.
5-Level Drill-Down
Connect your data across systems for real-
time accessibility and streamlined decision-
making.
Data Sync API
Connect your data across systems for real-
time accessibility and streamlined decision-
making.
Data Health Check
Instantly verify data integrity with intuitive traffic light indicators for confident decision-making.
Benchmarking Progress
Compare performance against industry standards to identify opportunities and drive growth.
AI Growth Advisor
Navigate from high-level goals to actionable insights across finance, marketing, and operations.
5-Level Drill-Down: From Overview to Action
When data is scattered across departments, aligning goals and making decisions becomes challenging. Teams are often overwhelmed by high-level metrics with no clear path to action.
With Autymate's 5-Level Drill-Down Reporting System, you'll seamlessly navigate from business goals to actionable insights. This revolutionary system
transforms your team's ability to focus on what matters most and act
decisively—all guided by the KPI-driven AI Growth Advisor.
How the 5-Level Drill-Down Works
Start with AI Growth Advisor Scores
Always have the latest data available in your data warehouse, ensuring decisions are made with current information.
Drill Into
Scorecards
Navigate to detailed Scorecards for specific business areas
Focus on
Key Metrics
Identify critical KPIs for targeted improvement
Act on
Source Data
Resolve issues directly in integratedtools
Real-World Application
Start with the Cash Flow Scorecard, identify overdue invoices, and automate follow-ups in QuickBooks to improve collections by 20%. This seamless workflow allows you to move from insight to action in seconds, not days.
Instantly Verify Your Data Integrity
When your metrics are inaccurate, achieving your goals with confidence becomes impossible. Messy or unreliable data leads to poor decisions and missed opportunities.
With Autymate's Data Health Check, powered by the AI Growth Advisor, you'llinstantly see the quality of your data at every step. Above every metric in yourScorecards, a simple Red, Yellow, or Green Light shows your data status—ensuring every action you take is based on clean, validated information.
How Data Health Validation Supports Every Department
Real-Time Synchronization
- Verify clean books with reconciled QuickBooks accounts
- Track AR reliability with up-to-date invoice data
- Monitor expense accuracy to prevent budget issues
Marketing
- Validate campaign data for accurate ROI metrics
- Confirm audience segmentation for better targeting
- Trust engagement metrics to optimize ad spend
Operations
- Track accurate task completion rates
- Ensure reliable team productivity metrics
- Verify scalability readiness before expanding
Your Data, Always in Sync, Always Accessible
Scattered data across systems creates inefficiencies that hold your businessback, slowing decision-making and limiting growth potential.
With Autymate's Data Sync API, you can effortlessly synchronize your KPIscores and comprehensive data to your favorite data warehouse—Snowflake,SQL Server, Amazon Redshift, and more. Gain real-time accessibility, streamlineworkflows, and ensure your entire organization operates on the same page.
Why Choose Autymate's Data Sync API?
Real-Time Synchronization
Always have the latest data available in your data warehouse, ensuring decisions are made with current information.
Comprehensive KPI Tracking
Sync key Finance, Marketing, and Operations metrics for a unified view of your business performance.
Universal Compatibility
Connect seamlessly with Snowflake, SQL Server, Amazon Redshift, and other leading platforms.
Real-World Example
Sync your Financial AI Growth Advisor Score and QuickBooks Health metrics directly into Snowflake, ensuring your leadership team always has up-to-date financial insights for strategic decision-making.
Accelerate Growth with the Right
Book Strategy
PENDING
Pick Your Book Strategy
AI Builds Your Plan
AI Builds Your Scorecard
