Autofy Features

Autofy

Powerful QuickBooks Integration

4.25/5 (44 reviews)

Autofy Feature Summary

  • Customize QuickBooks
  • Synchronizes a variety of business records
  • Accounting invoices exchange
  • Sales transactions exchange
  • Customer contact information exchange
  • Integrated into hundreds of companies
  • Integrate your business.
  • Integrate with Salesforce
  • Integrate shopping carts like Shopify, Amazon, BigCommerce

Finance & Accounting Feature Comparison

Most popular features of all Finance & Accounting apps

API (214 other apps)
Accounting Integration (146 other apps)
Accounting Management (146 other apps)
Activity Dashboard (162 other apps)
Auditing (101 other apps)
Automatic Notifications (132 other apps)
Billing & Invoicing (146 other apps)
Compliance Management (130 other apps)
Customizable Reporting (131 other apps)
Data Import/Export (139 other apps)
Electronic Payments (134 other apps)
Expense Tracking (135 other apps)
Financial Analysis (103 other apps)
Invoice Management (193 other apps)
Invoice Processing (123 other apps)
Multi-Currency (131 other apps)
Real Time Data (126 other apps)
Reporting & Statistics (181 other apps)
Third Party Integration (147 other apps)
Workflow Management (119 other apps)

Autofy Feature Reviews

25 reviewers had the following to say about Autofy's features:

Tom Richards

The system works well, easy to install and relatively few problems.

2018-05-30

Keeps our Salesforce and Quickbooks systems in sync and helps us collect on our outstanding invoices quickly and efficiently.

Pros

It is pretty sturdy and doesn't go down often. It was easy to set up, to trouble shoot and to restart if things went wrong.

Cons

We wanted to bring over data like Shipment Tracking Number, and to have two different classes of transactions, retail which were paid up front and wholesale transactions where payment was revieved later.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Cindy Noel

This tool helps our productivity be more fluid and save us tons of time entering data

2018-06-04

Pros

The mapping works great and I can bring over the correct data to build invoices in QB.

Cons

When I am in the heavy workflow, I don't have time to stop and find out for each one

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Donna Felix

Success

2019-03-20

The support through out the process was good.

Pros

We process over 1800 invoices and payments in our small business during the first three months of the year and only one person to process those transactions while doing many other responsibilities.

Cons

Working around these issues is doable, but does require extra time to process transactions that have errorred out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Propelware


Hi Donna,

Thanks for your review of Autofy! And thank you for the feedback on the software. We value customer feedback and will reach out to you shortly to discuss the issues you're having and research getting them fixed.

Sincerely,
The Autofy Team

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Anonymous
(Publishing company, 11-50 employees)

Good people/support, hard to get all the mappings and settings correct due to a complicated instance

2018-06-07

When I am confident it won't stop working, automated invoice creation.

Pros

By far the most important: I can sync custom objects and fields from Salesforce. Easy to use, good price.

Cons

The support team is great, although for syncing invoices, it's unfeasible to have to wait for help.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Laura Simmons

Autofy was easy to install and setup. We use Autofy to sync Quickbooks with Salesforce.

2018-05-29

It was really easy to use and ensures that the invoices being sent are 100% accurate from Salesforce information.

Pros

It is also easy to tailor the sync as needed with custom fields and specific workflows. Their support team has been very helpful in helping me solve more complex workflow and trigger problems.

Cons

Most of the issues with Autofy are due to my company workflows, not the software itself.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Umar Khan

Great Product and Support

2019-03-20

We're able to run invaluable reports out of Salesforce with the data Autofy syncs from Quickbooks Enterprises 2018 into Salesforce.

Pros

Mapping the field were made easy by the support staff.

Cons

It can tend to be a little on the slower side when the sync is running and will sometime slow down the computer that the agent is running on.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Propelware


Hi Umar,

Thanks for reviewing Autofy! We'r happy to hear that customer support could help you through the process and that you can create invaluable reports from QuickBooks!

Sincerely,
The Autofy Team

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Nancy Howard

Great software

2018-06-01

Pros

Its a great way to sync our clients bills and payments from the cloud based software to our accounting software.

Cons

A few bumps at first getting everything set up for us to use. But since the software was customized for our exclusive situation it was all worth it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Graham Cole

Autofy for Syncing between Salesforce and Quickbooks

2019-03-26

Autofy has been great in automating our invoice creation, something that previously took a lot of labor to accomplish.

Pros

The page layout is easy to follow.

Cons

At least one of the filters is not working as intended. The connection between Autofy and Quickbooks has been interrupted fairly often recently (though the support team has introduced a supposed fix recently).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Propelware


Hi Graham,

Thank you for your review of Autofy! We're pleased to hear that it's helping you sync QuickBooks and Salesforce. We take app issues very seriously and are working diligently to correct any issues you may have.

Sincerely,
The Autofy Team

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Greg Norris

Custom integration between SalesForce and Quickbooks enabled us to continue with our current system.

2018-06-04

Our SalesForce contract data was synced down to Quickbooks automatically.

Pros

It enabled us to use our existing Quickbooks configuration, but have our SalesForce data pushed to it.

Cons

It was sometimes difficult to know what exact error was happening, based on the text of the error logs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Setting up and using Autofy has been a good experience overall.

2018-06-04

Pros

We had a simple requirement to pull data out of QB and send to a custom API and autofy met that need perfectly.

Cons

We've run into several data parsing issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
mikki caston

Autofy has reduced my work load

2019-03-20

great experience and it's working well for me

Pros

The integration of Salesforce and QB has made billing clients so easy

Cons

so far nothing. I've only been using less than 2 mos

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Propelware


Hi Mikki,

Thanks for reviewing Autofy! We're so happy to hear that it's reduced your workload and has made billing easier for you!

Sincerely,
The Autofy Team

Read more
Anonymous
(Sports company, 51-200 employees)

Autofy Review - Synergy Sports Technology

2019-03-21

We no longer have to create quotes and invoices in QB but can have outside help building quotes in Salesforce, then sync them to QB and spend our time creating invoices instead.

Pros

Once everything was working, it saved us a lot of time.

Cons

Took a while to get all the mapping working, sometimes it would just stop and we had to wait until it could be fixed, depending on how busy the support staff were, but they persisted and corrected all issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Propelware


Thank you for your review of Autofy! We're so pleased to hear that it's saving you time in your workday!

Sincerely,
The Autofy Team

Read more
Kurt Johansen

Ease and Expertise.

2019-03-20

Very enjoyable. The staff I have interacted with has been very helpful and knowledgeable. The program itself works great and pairs well between our CRM and QB. I am very happy with this program!

Pros

But compared to other 3rd party integrations I use for our CRM, this was the simplest to set up.

Cons

Turn around time for support.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Propelware


Hi Kurt,
Thank you for your review! We're glad to hear that Autofy is so helpful. We are in the process of ramping up our support team so you should see improved response times in the future!

Sincerely,
The Autofy Team

Read more
Katie Carlson

Highly recommend

2019-03-20

Pros

Autofy helped us streamline processes and simplify our data use.

Cons

The set up took more time and effort than we would have liked.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Propelware


Hi Katie,

Thanks for your review of Autofy! Because it is custom software, it does tend to take a little more time to setup than standard, out-of-the-box software. But once setup, it's a breeze to use!

Sincerely,
The Autofy Team

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Matt Gargula

This tool allows our SalesForce and QuickBook instance to communicate quickly and efficiently!

2018-03-13

Once implemented this tool is very easy to use and their team jumps in to assist with any maintenance issues we have!

Pros

This allows for our Sales and Support teams to operate through the SalesForce CRM system while continuing to allow our accounting team to operate through the Quickbooks ERP.

Cons

We also have maintenance issues/short down time that does occur and requires assistance from there team from time to time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
James Kelleher

Verified Reviewer

Promises a lot, delivers disappointment

2018-03-16

Pros

The only things I can say positively are that if you have the most BASIC of needs, that you you don't have to customize, and that this isn't mission critical, then it can be easy to set up and put on auto pilot.

Cons

It is POORLY customizable, the user has little control over details of the mapping, and it BREAKS, time and time and time again. at LEAST once a day, failing to integrate at all.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

1/10
Source: GetApp
Helpful?   Yes   No

Response from Propelware


Hi James,

I'm sorry that your experience feel short of your expectations. You are correct that any complex customizations are handled best by our implementation team. We have reviewed the many support inquiries you placed and see great reliability in the product overall with other customers. When customers have issues, we'll always be there to help.

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Andrew Gay

A solution for our synchronization needs at a good value.

2018-05-30

Pros

Easy to install and configure once you understand the interface. Web based connection allows settings to be edited remotely.

Cons

It requires a "user" account and interface to be logged in at all times.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Propelware


Hi Andrew,
Thanks for the kind words about Autofy. We also wish QuickBooks Desktop would allow apps to send/receive data with a "user" account needing to be logged in. We're glad that our agent is able to comply with their requirements.

Read more
Tom Van Winkle

Autofy provides value for investment

2019-03-18

We needed to sync our Salesforce platform to Quickbooks to avoid duplicate data entry. Autofy has made this very efficient for us and save a lot of time.

Pros

Also, when there is an issue, it is pretty easy to investigate.

Cons

At this time, I don't have a reason to dislike the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Propelware


Hi Tom,

Thanks for your review of Autofy! We're so pleased to hear that Autofy has increased efficiency and save you a lot of time in your workday!

Sincerely,
The Autofy Team

Read more
Meredith Bernard

Wonderful!

2018-05-31

Pros

I am able to sync 4-5 pages of an invoice with ease from Salesforce to Quickbooks.

Cons

Honestly I really haven't come across any to speak off. The only thing I can say is that sometimes there are system issues and I cannot sync but that's not something that Autofy can always control.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jennifer Liebert

Love Autofy

2019-03-20

Pros

Every week all I need to do is hit "sync" and all my Quickbooks data is sent to Salesforce.

Cons

There is no cons, but you def need some help setting it up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Propelware


Hi Jennifer,

Thank you for your feedback on Autofy! We're so happy that it's saving you valuable time and is easy for you to use.

Sincerely,
The Autofy Team

Read more
Nicole McCarty

Customer Review

2019-04-01

Pros

Salesforce & Quickbooks integration ability

Cons

The visibility of errors and/or cause of errors

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Propelware


Hi Nicole,

Thanks for reviewing Autofy! We're happy to hear that Autofy has helped you integrate Salesforce and QuickBooks. We'll reach out to see if we can help with the visibility of errors concern.

Sincerely,
The Autofy Team

Read more
Anonymous
(Wholesale company, 11-50 employees)

Great Integration tool for the Value

2019-03-20

Pros

Easy to use and support always there to help you do the integration seamless

Cons

it uses a user when syncing, when quickboks crashes stops syncing so you have to keep an eye on it .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Propelware


Thank you for your review of Autofy! We're happy to hear that you find the tool valuable and easy to use!

Sincerely,
The Autofy Team

Read more
Denise Whittington

They have worked with us from the beginning, to design our sync. Very Professional and knowledgeable

2018-06-06

ease of bringing information down from our online billpay service into our accounting software.

Pros

Just click a button or two and everything syncs down into the accounting software.

Cons

Certain issues have been difficult to correct. Finding of the issues has been prompt and to the point, and support is strong, just difficult to correct.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Erin Pinkham

Honest Feedback

2019-03-20

Not great; we use the software because we need to at this time. We may be switching away at some point when we have a different solution.

Pros

I like that it moves data from QB to SalesForce as that is what we need to have happen

Cons

It seems to break often with updates, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No

Response from Propelware


Hi Erin,
Thank you for your honest feedback! We're happy that Autofy is helping you move data from QuickBooks to Salesforce. We are constantly making updates to the software and will address your concerns with the next revision.

Sincerely,
The Autofy Team

Read more
Denise Whittington

Autofy Review

2019-04-01

Autofy has always worked well and with the outstanding support staff, has been an integral part of our support for our clients.

Pros

I truly appreciate the ability to bring down information into the accounting software accurately and quickly, with a fantastic support staff when and if there is an issue of any kind.

Cons

The only issue, usually stemming from an error on our part prior to the initial vendor sync, is that it can take some time to correct, even with the exceptional support staff.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Propelware


Hi Denise,

Thanks for your review of Autofy! We're so please to hear that Autofy has been a huge help at your practice!

Sincerely,
The Autofy Team

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