Autofy Features List

Autofy Reviews

Autofy

Powerful QuickBooks Integration

4.05/5 (22 reviews)
827

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.

Finance & Accounting Feature Comparison

Most popular features of all Finance & Accounting apps

API (162 other apps)
Accounting Integration (97 other apps)
Accounting Management (97 other apps)
Activity Dashboard (105 other apps)
Auditing (80 other apps)
Automatic Notifications (98 other apps)
Automatic Reminders (71 other apps)
Billing & Invoicing (106 other apps)
Customizable Reporting (78 other apps)
Data Import/Export (83 other apps)
Electronic Payments (91 other apps)
Expense Tracking (102 other apps)
Invoice Management (153 other apps)
Invoice Processing (93 other apps)
Multi-Currency (88 other apps)
Real Time Data (83 other apps)
Receiving (87 other apps)
Recurring Billing (74 other apps)
Reporting & Statistics (92 other apps)
Third Party Integration (89 other apps)

Autofy Feature Reviews

17 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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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
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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
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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: Other

Likelihood to recommend

7/10
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
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

I really like how easy the setup process was. It is also easy to tailor the sync as needed with custom fields and specific workflows.

Cons

We pay $60/month just to auto send new invoices. 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
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
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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.

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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
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
Richard Andrade

Verified Reviewer

Best Value Solution But Requires Patience

2016-09-27

However, past experiences of seeing the feature stop working for days on end has left us unable to totally trust it's reliability.

Pros

Affordability, the pricing is hard to beat Ease of Use

Cons

Touch-and-go Support Reliability in terms of automation

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: GetApp
Helpful?   Yes   No
Read more
Kelly Shaw

Autofy is a highly valuable member of our team keeping our Salesforce crm synced with Quickbooks

2018-05-29

As a user of Quickbooks for Desktop there aren't many options for keeping Salesforce synced and Autofy meets that need with simplicity and great support.

Pros

You are easy to get in touch with and quick to respond with quality support.

Cons

But every time I do you are so generous and kind.

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
Lawrene Bottorf

Verified Reviewer

They stopped supporting product and refuse to give credit.

2015-10-26

We paid for a yearly contract with Autofy (Propelware) in October 2014. Without warning, they stopped supporting our product the end of May. To this date, they REFUSE to credit the unused portion of the contract. When I call the number listed on the web, I get Joe's cell phone voice mail. Bad business...and bad customer service.

Pros

At the time, it was one of the only companies to work with Infusionsoft.

Cons

At that time, they told me they stopped supporting the software.

Rating breakdown

Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
1 of 2 people found this review helpful
Helpful?   Yes   No

Response from Propelware


Our Autofy support team does respond to all support inquiries and is available M-F 8am-5pm CT at support@propelware.com or directly in the application.

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Heather Fisher

Autofy/Propelware can be customized to your company's needs to sync QBO & SF

2018-05-30

We are not having to enter orders in SF and QBO; we enter it once in SF and both systems are updated to any changes made on either side going forward.

Pros

It doesn't require a lot of time or monitoring to sync QBO & SF together.

Cons

When an issue does arise (which isn't often) it does take 3-5 business days to resolve. Almost all of our issues happen after they do an update, which we are unaware of when they occur.

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
Devin Rhoades

Great learning experience, very effective tool. Like every great piece of software, it will take tim

2018-06-04

Pros

Very user friendly and easy to learn how to use.

Cons

Wish there was more capabilities on my end to change things instead of having to tell their back end programmers but there is never a perfect program.

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