--- title: "e-automate Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about e-automate Software - reviews, pricing plans, popular comparisons to other Project Accounting products and more." source_url: "https://www.capterra.com/p/228337/e-automate/" page_type: "product" language: "en" --- # e-automate Software Review 2026: Features, Reviews, 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)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) e-automate ## What is e-automate? e-automate is a fully integrated business management software tailored for managed print providers that helps users manage accounting, contract management, purchasing & receiving, sales, customer service, reporting and more. Consolidate all of your information silos in one place and make it easier for your departments to interact efficiently. e-automate's enhanced reporting and analytics functionality provides clear visibility of your business, increasing profitability and efficiency. ## What is e-automate used for? [Business Management](https://www.capterra.com/business-management-software/)[Document Management](https://www.capterra.com/document-management-software/)[Contract Management](https://www.capterra.com/contract-management-software/) Top alternative Featured Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $300 Per User, Per Month Free trial not available Free version not included 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 e-automate?[Manage this product listing](https://www.g2.com/products/e-automate/claim_requests/new?auto=true) ## e-automate Overview Updated September 2026 AI summary e-automate supports businesses of all sizes with a suite of tools for managing accounting, service dispatch, contracts, inventory, and equipment maintenance. Offering both core business management features and optional modules such as CRM, document management, and mobile access, it is deployed as a cloud-based platform, allowing teams to handle operations, reporting, and collaboration from anywhere. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### e-automate 3.9 (7) VS. [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting Price $300 per user, per month Starting Price $31.1 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.7 (7) Ease Of Use 4.0 (9,484) Value For Money 3.5 (6) Value For Money 4.1 (5,929) Customer Service 3.7 (6) Customer Service 3.9 (5,620) ## e-automate alternatives Highest Rated [4.7 (2,747)](https://www.capterra.com/p/140363/HouseCall-Pro/reviews/) Starting price $79.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (333)](https://www.capterra.com/p/157262/QuickBase/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.3 (308)](https://www.capterra.com/p/135788/Service-Fusion/reviews/) Starting price $259.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars ## FAQs about e-automate Overview ### What company size and specific industries is e-automate built for? e-automate is designed for mid-market and enterprise companies in managed print services, office equipment sales and service, technology services, point-of-sale equipment, banking equipment, and field service operations. Features and Usability ### What are the key features of e-automate? e-automate offers accounting, accounts payable, accounts receivable, and general ledger tools for financial management, plus billing and invoicing, recurring billing, and bank reconciliation. It also includes work order management, dispatch management, job scheduling, inventory tracking, equipment maintenance, CRM, reporting, and access controls. Integrations ### Which third-party tools and platforms does e-automate integrate with? e-automate integrates with ECi Acsellerate, Avalara, and Naverisk. These connections cover customer data, service contracts, invoice data, revenue tracking, tax-related workflows, and managed services support, giving the platform a focused set of third-party integration options for accounting, operations, and service management. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does e-automate offer? e-automate provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled topic-based learning, documentation offers written reference material, and videos support self-paced review. Getting Started and Support ### What customer support options does e-automate offer? e-automate offers Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. These support channels give users multiple ways to find answers or reach assistance, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 6,813 Project Accounting reviews Capterra data shows that buyers of Business Management software rank the following features as their top priorities: - **Workflow Management** (**57%** of reviewers rated this feature as critical) - **Client Management** (**57%**) - **Task Management** (**55%**) e-automate supports **Workflow Management** and **Task Management**, so it covers two of the most requested capabilities in this category. These features help teams organize repeatable processes and keep day-to-day work on track. However, it does not include **Client Management**. Instead, it offers other highly rated capabilities such as **Access Controls/Permissions** (**54%**), **Mobile Access** (**57%**), and **Billing & Invoicing** (**55%**), giving businesses tighter control over user access, the ability to work from different locations, and tools to manage customer billing more efficiently, helping businesses coordinate operations and complete work with better visibility. Access Controls/Permissions 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Billing & Invoicing 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers CRM 3.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Approval Process Control 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage the process of evaluating documents or requests submitted for approval Inventory Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track and manage inventory levels to maintain proper supply Order Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage and track customer orders for goods, investments, or any other purchases e-automate 119 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - 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 - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Automatic Billing: Setup and send recurring or automated bills - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Barcode/Ticket Scanning: Scan barcodes to ensure accurate pricing and label tracking - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Completion Tracking: Track the current status and completion of activities, tasks, goals or deliverables via progress indicators - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract Drafting: Create, edit, and revise contracts/written agreements - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Dispatch Management: Manage sending personnel and resources to a site as needed - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Equipment Maintenance: Manage procedures that ensure organizational equipment remains in working condition - Equipment Tracking: Track the location of specific equipment at all times - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Storage: Store and access documents, forms, and photos in one centralized place - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history - For Mechanical Equipment: Specifically for mechanical devices such as vehicles, factory equipment, and tools that include ductwork - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - General Ledger: Centralized accounting record which tracks all financial transactions - Government Contracts: Contracts specific to government agencies or organizations who deal with government agencies - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Historical Reporting: Information, data and reports that are being tracked over time - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Inspection Management: Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards - Inventory Control: Monitor product stock levels - Inventory Management: Track and manage inventory levels to maintain proper supply - Inventory Tracking: Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Job Management: Manage and track all job information and associated tasks - Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments - Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Currency: Manage and handle various international currencies - Multi-Location: Manage and support multiple locations - Online Time Clock: Track/log the amount of time employees worked per job using a timer - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more - Preventive Maintenance: Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements - Purchase Order Management: Create, send, and track purchase orders and their statuses - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Receipt Management: Upload, track, and submit receipts in a central database - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Routing: Plan daily routes to optimize employee scheduling and provide directions - Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service History: Track work performed and resources used for past customers, sites, or assets - Specialty Contracts: An agreement that's only valid if signed by all involved parties, sealed, and delivered - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Team Collaboration: Allow multiple team members to edit and work on the same document - Technician Management: Oversee technicians and track their assigned work orders - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Version Control: Track revisions and updates made to files and navigate between different versions - Warranty Tracking: Track the duration and expiration of warranty as well as any obligations under that warranty - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (7) 4.0 Based on 7 reviews ## Pricing Value for money 3.5 (6) Basic $300.00 Value for money 3.5 (6) 3.5 Based on 6 reviews ## Integrations [ Avalara](https://www.capterra.com/p/75673/AvaTax/)[ Naverisk](https://www.capterra.com/p/171182/Naverisk-RMM-PSA/) 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 3.7 (6) 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 3.7 (6) 3.7 Based on 6 reviews ## User reviews Overall rating 3.9 Based on 7 reviews Filter by rating 5(3) 4(2) 3(0) 2(2) 1(0) Mentioned topic Sorted by most recent Vincent C. Project Manager Printing ### "Professional Workflow software" 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 February 2, 2026 Pros Integrates all core business functions in one system, boosts efficiency with automated workflows, improves visibility into contracts/inventory, and helps track profitability and operations in real time. Cons Feels a bit outdated or clunky with a less polished UI, customizations and integrations can be costly, and it may not scale smoothly for very complex or global operations. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DR Debra R. Sales Manager Business Supplies and Equipment ### "E-Automate" 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 September 13, 2022 Overall, I find E-automate a easy software to get use to and to use on a daily basis. Pros The ability to link inks and toners to a machine model. The ability to see customer history and usage. The ability for the system to track usage and recommend purchase quantities. Cons There is not way to know who last touched an order or who entered a quote Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CE Carrie E. Bookkeeper Consumer Services ### "Small Business Beware" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 2/10 January 5, 2021 Pros The software is very industry specific which is good. Cons Accounting firm did not like the software at all. When the business had to close we are still expected to pay for support each month since the support is an annual fee. Ridiculous. Plus we cannot get into the software for accounting purposes. If your a business that is struggling keep all of this in mind. 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. TD Todd D. Owner Computer Hardware ### "Small Companies Beware" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 November 9, 2020 We are a small company and for us this software does not work for the reasons I mentioned. If you have an full time accountant on staff and levels of management at every turn you may have great success with this software. For a small company it is way too complicated and requires too much training-god forbid you have a staff turnoiver. Pros There is very little I can express about what I like about this software. Cons Overly complicated, missing key features (such as a bank account register), support takes days for simple issues, extensive training required. Accounting firm does not like it. Reasons for choosing e-automate Urgent need during the pandemic, recommendation. 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. JA JESSICA A. Dispatch Business Supplies and Equipment ### "Easy to use and navigate" 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 July 29, 2019 All in all I like eAuto and believe it serves its purpose within a business Pros I like that there are multiple functions you can use within one program from Shipping to invoicing and inventory. Cons Occasionally I do run into errors if I dispatch a tech, they arrive at the customers only for the customer to not be there so then I will undispatch them....But upon trying to dispatch them back out to the same call later in the day, I end up getting an error to which I have to delete the tech from the invoice so it shows no tech is dispatched. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. FQ Farhan Q. Product Operations Manager Electrical/Electronic Manufacturing ### "E-Automate as an ERP Software" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 May 13, 2019 The overall experience has been good. The software keeps everything in place for us to go back and forth and review. Pros The software is easy to learn software that brings together all the modules of a modern ERP system from purchases, sales, accounting, inventory, customers, vendors, payroll etc. It makes it very easy for companies to run their day to day practices. Cons The software has limited support for it to be interlinked with other third party software e.g. helpdesk software, crm software etc. It also does not support EDI integration very easily without the use of third party tools. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Muhammad Ibrahim M. Product Operations Engineer Information Technology and Services ### "Great product for Startup's" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 April 28, 2019 With any new startup, the most difficult problem is maintaining the data especially for sales, inventory and accounting. EAutomate eliminates all of these issues without the problem of software being too complicated to learn and understand. Our company has relied on this since 2012 and it has never failed us. Would recommend this to any new startup to keep track of their system. Pros The best thing about this software is that it is easy to use and understand. A small crash course is given to any employee and they are good to go. It also makes sure that there are no records missing in case an invoice is voided or a writeoff is being conducted, everything is shown and monitored. Cons Many companies still have this installed on their servers which have to be accessed by teams through remote connection. Update to the cloud version would be reccomended 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. ## 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.