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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Autymate is a business intelligence and financial automation platform built for franchises, accounting teams, and businesses operating across multiple locations. It brings data from QuickBooks, point-of-sale systems, payroll platforms, banking tools, CRM software, and other systems into a unified real-time reporting dashboard. The platform helps users automate financial reporting, consolidate key accounting data, and monitor performance across individual stores, franchisees, regions, or business units. Autymate supports reporting for P&L, balance sheets, accounts receivable, accounts payable, general ledger activity, royalty reporting, KPIs, and other financial metrics. Teams can drill down from high-level dashboards into transaction-level details to better understand the numbers behind business performance. Its AI Growth Advisor helps identify profit leaks, compare performance across locations, set goals, and surface recommendations that support smarter decision-making. Autymate also helps franchise operators benchmark locations and spot underperforming areas before issues become larger financial problems. No-code integrations make it easier for teams to connect their existing systems without heavy technical work. With role-based access and automated workflows, Autymate gives finance and operations teams a more accurate, scalable, and efficient way to manage reporting across complex businesses.

Description

DrillPoint Reports features an intuitive interface that provides the flexibility to generate both straightforward and intricate financial reports, seamlessly integrated with your MIP Fund Accounting™ software. This tool empowers you to effortlessly retrieve your financial data within Microsoft Excel® and craft polished financial statements using a widely recognized spreadsheet application. With the capability to design a multitude of pre-formatted financial statement templates, DrillPoint Reports facilitates the creation of tailored, high-quality financial statements for presentation to your board members and external advisors. Furthermore, the software allows for advanced data manipulation, enabling you to incorporate formulas, graphs, and various sophisticated Excel features, thereby enhancing the overall impact of the information you share. This versatility ensures that users can effectively communicate their financial insights and analyses in a compelling manner.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Apache Parquet Yes 
Box Yes 
Calendly Yes 
Facebook Yes 
HubSpot CRM Yes 
IBM Cloud SQL Query Yes 
JSON Yes 
Mailchimp Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
Microsoft SharePoint Yes 
MySQL Yes 
PubNub Yes 
Quickbase Yes 
Salesforce Yes 
Veeva CRM Yes 
WordPress Yes 
X (Twitter) Yes 
Zendesk Yes 
dotdigital Engagement Cloud Yes 

Integrations

Apache Parquet No 
Box No 
Calendly No 
Facebook No 
HubSpot CRM No 
IBM Cloud SQL Query No 
JSON No 
Mailchimp No 
Microsoft 365 No 
Microsoft Dynamics 365 No 
Microsoft SharePoint No 
MySQL No 
PubNub No 
Quickbase No 
Salesforce No 
Veeva CRM No 
WordPress No 
X (Twitter) No 
Zendesk No 
dotdigital Engagement Cloud No 

Pricing Details

$75/month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Autymate

Country

United States

Website

www.autymate.com

Vendor Details

Company Name

Capital Business Solutions

Founded

2000

Country

United States

Website

www.capitalbusiness.net

Product Features

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Franchise Management

Appointment Scheduling No 
Automatic Re-ordering No 
CRM No 
Commission Management No 
Construction Tracker No 
Contract Management & Signature No 
Franchise Intranet No 
Job Scheduling No 
LMS / Training No 
Marketing No 
Onboarding No 
Online Store No 
Reputation Management No 
Website Manager No 

Product Features

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Alternatives

Alternatives

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