---
title: "Autymate Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Autymate Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more."
source_url: "https://www.capterra.com/p/10037433/Autymate/"
page_type: "product"
language: "en"
---

# 

 Autymate Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Autymate

## What is Autymate?

Autymate provides custom integration services that help businesses connect POS, CRM, ERP, accounting, payroll, ecommerce, payment, healthcare, and database systems. We design and manage workflows that move data between platforms such as QuickBooks, Xero, NetSuite, Salesforce, Shopify, and other business applications. Built for complex and multi-location operations, Autymate handles data mapping, transformation, validation, routing, synchronization, monitoring, and exception management. Common use cases include POS-to-accounting, CRM-to-ERP, payroll-to-accounting, ecommerce-to-ERP, financial data integration, database integration, and white-label or embedded integrations. Autymate is designed for workflows that require more control than a basic connector can provide. Our team helps define the integration, implement the required business rules, test the data, monitor processing, and maintain the connection as systems and requirements change.

## What is Autymate used for?

[Financial Reporting](https://www.capterra.com/financial-reporting-software/)

Overall rating

Based on 83 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

### Starting price

Free trial available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Autymate?[Manage this product listing](https://www.g2.com/products/autymate/claim_requests/new?auto=true)

Rating Breakdown

5.0

+−

Features4.8

Value for Money4.9

Ease of Use5.0

Customer Service5.0

Rating Breakdown

5.0

Features4.8

Value for Money4.9

Ease of Use5.0

Customer Service5.0

## Autymate Reviewers Verdict

Updated September 2026

AI summary

-   Autymate is a fit for small business owners and retail managers who want to automate daily transaction syncing between POS systems and QuickBooks.
-   Its main advantage is the easy setup and user-friendly interface, which reviewers say minimizes onboarding time and confusion.
-   It helps save hours each week by reducing manual bookkeeping tasks and offering responsive support via Zoom calls.
-   Buyers may need to accept some trade-offs around occasional troubleshooting needs and rare glitches in data transfer or session logouts.
-   Autymate works best for routine accounting automation in small retail or franchise settings but may not fit teams needing advanced reporting or broad integrations.

## FAQs about Autymate

Overview

### What problems does Autymate solve?

Autymate solves manual transaction posting, bookkeeping delays, and errors caused by transferring UPS Store POS data into QuickBooks by hand. It gives store owners, accountants, and bookkeepers automated syncing, next-day numbers, and fast issue resolution when uploads fail, reducing time spent researching missing days or fixing duplicate entries.

Answer based on 27 reviews

Overview

### Which roles and teams benefit most from Autymate?

Autymate is most used by business owners, presidents, and general managers who need tighter control over daily operations, customer interactions, and administrative tasks. Retail managers and store leaders benefit from streamlined workflow coordination, while operations-focused teams use it to improve efficiency, maintain oversight, and support smoother day-to-day business management.

Answer based on 76 reviews

Overview

### What company size and industries is Autymate built for?

Autymate serves small businesses first, with 100% of reviewers from that segment and 70% in retail. It also fits franchises, multi-location businesses, software companies, accounting firms, healthcare organizations, restaurants, and teams with complex integration needs, with smaller reviewer shares in printing at 8% and consumer services at 7%, especially for financial reporting.

Answer based on 76 reviews

Features and Usability

### What are the key features of Autymate?

Autymate includes core accounting automation such as POS-to-QuickBooks data synchronization, automatic transaction posting, data import/export, and real-time reporting. Differentiating features include bookkeeping updates, process automation, and API and third-party integrations. Reviewers also frequently mention easy setup and scheduled Zoom support for troubleshooting and onboarding.

Answer based on 27 reviews

Integrations

### How well does Autymate sync data with QuickBooks?

Autymate syncs POS and sales data into QuickBooks with little manual work, which helps accounting stay current. Small business teams value the daily imports, historical backfills, and easier bookkeeping, though some users want more self-service resubmission options, bank reconciliation support, and a clearer dashboard for tracking synced records.

Answer based on 18 reviews

Integrations

### Which third-party tools and platforms does Autymate integrate with?

Autymate integrates with 9 third-party tools and platforms, including Microsoft Power BI, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Online, POS365, payroll systems, ERP software, healthcare compliance software, and POS financing software. These catalog integrations cover reporting, accounting, operations, compliance, and point-of-sale workflows.

Answer based on 6 reviews

Getting Started and Support

### What training and onboarding options does Autymate offer?

Autymate provides live online sessions, webinars, documentation, and videos for training and onboarding. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference material for reviewing steps and product features as needed.

Answer based on 4 reviews

Getting Started and Support

### What customer support options does Autymate offer, and how do users rate the experience?

Autymate offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Users generally describe support as responsive, helpful, friendly, and effective at resolving issues quickly, especially by phone and email. Some users mention delays scheduling calls and occasional communication gaps around service changes or missing uploads.

Answer based on 27 reviews

Bugs and issues

### How reliable is Autymate when problems come up?

Autymate handles most issues quickly and keeps work moving, especially when support can troubleshoot directly over a call. Many small business owners describe the software as stable after setup, though occasional posting failures, repeat errors, logouts, or scheduling delays can still happen and may require support intervention.

Answer based on 22 reviews

## Features

AI summary

Based on 5,408 Financial Reporting reviews

Capterra data shows that buyers of financial reporting software rank the following features as their top priorities:

-   **Accounting** (**64%** of reviewers rated this feature as critical)
-   **Income & Balance Sheet** (**59%**)
-   **Profit/Loss Statement** (**58%**)

Autymate supports **Accounting**. However, it does not include **Income & Balance Sheet** or **Profit/Loss Statement**. Its **Accounting** functionality helps businesses keep financial records organized, track transactions accurately, and maintain a dependable foundation for day-to-day financial oversight, allowing teams to manage core reporting processes with greater confidence.

Accounting

4.9 (58)

100.00% of 58 reviewers that rated this feature as important or highly important

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts/Notifications

4.8 (55)

90.91% of 55 reviewers that rated this feature as important or highly important

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Reporting/Analytics

4.9 (55)

98.18% of 55 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Data Import/Export

4.8 (50)

100.00% of 50 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Cash Flow Management

4.9 (41)

87.80% of 41 reviewers that rated this feature as important or highly important

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Real-Time Reporting

4.9 (40)

92.50% of 40 reviewers that rated this feature as important or highly important

Active reporting of data and metrics

Autymate 15 features

### All Features
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
- Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import/Export: Import and export data to and from software applications
- Data Visualization: Graphical representation of data
- Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
- Real-Time Data: Receive data and information in real time
- Real-Time Reporting: Active reporting of data and metrics
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Self-Service Reporting: Allow users to create their own reports and financial statements
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes

---

Get Advice

We can help you find the software with the features you need.

Features

4.8 (83)

4.8

Based on 83 reviews

## Pricing

Value for money

4.9 (82)

### Starting price

Free trial available

Value for money

4.9 (82)

4.9

Based on 82 reviews

## Integrations

[

QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[

Healthcare Compliance Software](https://www.capterra.com/p/33388/HIPAA-Compliance-Software/)[

ERP](https://www.capterra.com/p/10056801/ERP/)[

Payroll](https://www.capterra.com/p/10052953/Payroll/)[

POS Financing Software](https://www.capterra.com/p/10047903/POS-Financing-Software/)[

POS365](https://www.capterra.com/p/10029522/POS365/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (83)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (83)

5.0

Based on 83 reviews

## User reviews

Overall rating

5.0

Based on 83 reviews

Filter by rating

5(82)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

CK

Colby K.

Owner

Retail

### "Store 3596, 6068"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

September 16, 2026

I have been having continuous issues every month and have not been able to figure out the issue. I believe we have figured it out and the issues will end.

Pros

The customer service is great! Once I was given an email to talk to someone directly I havn't had any issues getting my problems fixed.

Cons

The delays. Sometimes the autymate system and my quickbooks did npt work properly causing delays in me being able to get my work done,

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Jawed J.

OWNER OPERATOR

Retail

### "Grateful for Automation and Standardization"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 16, 2026

Peace of mind knowing data is being integrated accurately. Knwoing we get exception reports. Knwoing the chart of accounts are matched

Pros

Standardization with Franchise needs on Chart of Accounts. Not having to manually enter data that is prone to error

Cons

Not encountered any negatives so far and hope not to find any issues. UPS team could have explained how easy the whole process is by just contacting Autymate instead of making it an issue that they needed to assist

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SR

Stacey R.

owner operator

Retail

### "Happy MCO of The UPS Store"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 15, 2026

I'm very happy with the ease and efficiency! When I learned that Autymate could take care of my daily posting, it saved me time and energy. I highly recommend this solution for our posting to quickbooks.

Pros

The process is so easy and efficient with their amazing help. Rubab Zaman was so kind and handled my concerns and solved my issue.

Cons

I was pleased with everything. There was not any problem and I have come away from my chats, emails and zoom call with 100% satisfaction

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

US

Urvi S.

Manager

Consumer Services

### "Ease of use - UPS STORE 0391"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 4, 2026

Very nice and easy to operate. Reporting and Quickbook intergration with UPS Store's MPOS is very seamless

Pros

Ease of on boarding and tech support. Also FAQ videos were very helpful Reporting is seamless and connection between QuickBooks and autymate

Cons

nothing so far, we just started using. Its looks seamless and easy to operate. I can not think of any cons

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Vivek P.

Franchise Owner The UPS Store

Retail

### "The UPS Store 6247 "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 3, 2026

The consultation was quick and super helpful. The idea of sharing screen and consultant walking through the steps was a great experience.

Pros

\[sensitive content hidden\] took me step by step in setting up my autymate. The most seamless experience and her knowledge was exceptional.

Cons

This does not relate to me. Everything I expected of the meeting was exactly how it went if not better. All questions were answered thoroughly.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DR

David R.

UPS Store

Retail

### "Autymate Support"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

August 28, 2026

I had a great experience with Autymate support. They are prompt and eager to fix any issues quickly.

Pros

Autymate provides automated posting of general journal transactions, invoices, and credit memos in an easy to use desktop and browser interface

Cons

The thing I like least about Autymate is that it can be a little finnicky with QB desktop. There are many times where you have to restart both applications to get it running again.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SQ

Syed Q.

Owner

Retail

### "Great reporting tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 27, 2026

Pros

Reporting Autymate has been a great tool for our UPS Store. It makes reporting much easier and helps us quickly track the information we need. Simple, efficient, and very useful for day-to-day operations.

Cons

One downside is that there can be a bit of a learning curve when first getting started, especially when setting up or customizing reports. Some features may also take time to fully understand.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AL

ANH L.

OWNER

Logistics and Supply Chain

### "AUTYMATE AND \[sensitive content hidden\] IS THE BEST"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 25, 2026

Autymate has been the best POS app for our UPS Store, and I have been using it since we opened our store in 2022. During Hurricane Helene, we lost our internet connection, and after everything was reconnected, some important transaction information was missing. I was very concerned about how this would affect our financial records. That’s when \[sensitive content hidden\] from Autymate stepped in. She responded to my message and called me back immediately. She patiently helped me reconnect Autymate with my QuickBooks Online and worked with me year by year to recover all of the missing POS transactions from our business. Her quick response, knowledge, and dedication were truly exceptional. Her help lifted a huge weight off my shoulders and saved me an incredible amount of time when preparing our financial reports. I truly appreciate \[sensitive content hidden\] and the Autymate team. \[sensitive content hidden\] is the best! Thank you so much for your outstanding support and customer service.

Cons

I do not have anything least like about Autymate at this time. The system just connect to your POS transfer to Quickbooks online. It makes your financial tracking is more easy.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JM

John M.

Manager

Retail

### "Easy on Boarding!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 21, 2026

Overall experience was great. Customer service was very responsive and my questions were all answered.

Pros

I highly recommend Autymate for The UPS Store network. Easy on boarding process and respond to customer support issues, with appointments.

Cons

Not applicable so far, just started using it but seems pretty easy to use. Wish we could have it more affortable.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JR

Julie R.

owner

Package/Freight Delivery

### "efficient!!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 20, 2026

It seems affordable and efficient! I'm relieved to have the QuickBooks automation handled. This is for UPS Store 5837

Pros

The support folk were very efficient with time. Many times there is a lot of selling, but this was in and out, just the important things.

Cons

It was a little confusing what the steps for set up were and how long it would take, but then it was very easy

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/10037433/Autymate/reviews/)

## Top-rated software of 2026

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.