Autofy Reviews

Autofy

Powerful QuickBooks Integration

4.05/5 (22 reviews)

Matt Gargula

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

Used daily for 6-12 months
Reviewed 2018-03-13
Review Source: Capterra

Once implemented this tool is very easy to use and their team jumps in to assist with any maintenance issues we have! My company is very happy with our decision to use Autofy. We have been using the autofy application to link our businesses SalesForce and Quickbooks instances. 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. Our company did not have the resources to jump fully into one larger more expensive option for CRM or ERP, but with Autogy we didn't have to make that choice and had been able to continue to use the tools we are comfortable using.

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Autofy

Powerful QuickBooks Integration

Heather Fisher

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

Used daily for 2+ years
Reviewed 2018-05-30
Review Source: Capterra

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.It doesn't require a lot of time or monitoring to sync QBO & SF together. They have a wonderful support team that is kind & helpful in resolving any issues that arise.

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Autofy

Powerful QuickBooks Integration

Anonymous

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

Used daily for 1-2 years
Reviewed 2018-06-07
Review Source: Capterra

When I am confident it won't stop working, automated invoice creation. Cuts down on time spent entering them manually.By far the most important: I can sync custom objects and fields from Salesforce. Easy to use, good price. Very good support. I can map any field I want

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Autofy

Powerful QuickBooks Integration

Denise Whittington

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

Used daily for 2+ years
Reviewed 2018-06-06
Review Source: Capterra

ease of bringing information down from our online billpay service into our accounting software. Otherwise, it would have taken double entries.The ease of the sync and the customer support is excellent! Just click a button or two and everything syncs down into the accounting software. It is magic!

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Autofy

Powerful QuickBooks Integration

Richard Andrade

Best Value Solution But Requires Patience

Used daily for 1-2 years
Reviewed 2016-09-27
Review Source: GetApp

Autofy was one of the few truly affordable options for us to migrate data from QuickBooks desktop to Salesforce, and it provided some basic scheduling features that helped us in our effort to automate this migration on a daily basis. However, past experiences of seeing the feature stop working for days on end has left us unable to totally trust it's reliability. Support is helpful but in my experience, consists of just one individual at the company and, depending on his workload, there can be long stretches of silence on support queries.Affordability, the pricing is hard to beat Ease of Use

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Autofy

Powerful QuickBooks Integration

Cindy Noel

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

Used daily for 2+ years
Reviewed 2018-06-04
Review Source: Capterra

I like the simple ability to bring data into QB that would take up so much of my time. The mapping works great and I can bring over the correct data to build invoices in QB.

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Autofy

Powerful QuickBooks Integration

Andrew Gay

A solution for our synchronization needs at a good value.

Used daily for 1-2 years
Reviewed 2018-05-30
Review Source: Capterra

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

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Autofy

Powerful QuickBooks Integration

Dana Leis

For the most part Autofy has been very easy to use.

Used daily for 1-2 years
Reviewed 2018-06-04
Review Source: Capterra

Syncing orders from Salesforce to Quickbooks.Autofy allows our company to sync orders from Salesforce to Quickbooks quickly and easily. Customer Service is also friendly and responds in a timely manner.

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Autofy

Powerful QuickBooks Integration

Devin Rhoades

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

Used daily for 6-12 months
Reviewed 2018-06-04
Review Source: Capterra

Very user friendly and easy to learn how to use. I like the amount of detail you can put into it and the support typically gets back to you within a day if not a few hours or minutes.

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Autofy

Powerful QuickBooks Integration

Tom Richards

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

Used weekly for 1-2 years
Reviewed 2018-05-30
Review Source: Capterra

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

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Autofy

Powerful QuickBooks Integration

Meredith Bernard

Wonderful!

Used weekly for 1-2 years
Reviewed 2018-05-31
Review Source: Capterra

The ease of syncing from one system to another. We use it to sync from Salesforce to Quickbooks. I used to perform this all manually. Introducing this system to pour company has been a win! I am able to sync 4-5 pages of an invoice with ease from Salesforce to Quickbooks.

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Autofy

Powerful QuickBooks Integration

Kelly Shaw

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

Used weekly for 1-2 years
Reviewed 2018-05-29
Review Source: Capterra

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.The customer service is what I love the most! You are easy to get in touch with and quick to respond with quality support. Every issue is resolved immediately, even when I've created the issues.

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Autofy

Powerful QuickBooks Integration

Nancy Howard

Great software

Used daily for 6-12 months
Reviewed 2018-06-01
Review Source: Capterra

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

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Autofy

Powerful QuickBooks Integration

Laura Simmons

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

Used daily for less than 6 months
Reviewed 2018-05-29
Review Source: Capterra

It was really easy to use and ensures that the invoices being sent are 100% accurate from Salesforce information. 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. Their support team has been very helpful in helping me solve more complex workflow and trigger problems.

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Autofy

Powerful QuickBooks Integration

James Kelleher

Promises a lot, delivers disappointment

Used daily for less than 6 months
Reviewed 2018-03-16
Review Source: GetApp

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.

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Autofy

Powerful QuickBooks Integration

Catherine Wakeford

Customer service was very helpful. Had to go a different route due to capabilities.

Used daily for less than 6 months
Reviewed 2018-06-04
Review Source: Capterra

Ease of use, and customer service was very helpful when we had questions regarding migration from QBO to Salesforce.

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Autofy

Powerful QuickBooks Integration

Jennifer Liebert

Helps keep our small business sales organized and streamlined!

Used daily for less than 6 months
Reviewed 2018-06-01
Review Source: Capterra

We love having the ability for it to download all of our sales, quotes, customers with just a touch of a button. The customer service is BEYOND AMAZING! Whenever we've had a hiccup with a sync someone always gets right back with us and goes above and beyond to help.

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Autofy

Powerful QuickBooks Integration

Anonymous

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

Used daily for less than 6 months
Reviewed 2018-06-04
Review Source: Capterra

Simplicity. We had a simple requirement to pull data out of QB and send to a custom API and autofy met that need perfectly. It was exactly what we expected and needed.

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Autofy

Powerful QuickBooks Integration

Lawrene Bottorf

They stopped supporting product and refuse to give credit.

Reviewed 2015-10-26
Review Source: GetApp

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

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Autofy

Powerful QuickBooks Integration

Justin Adams

Great plug and play fix for uncooperative systems

Used monthly for 6-12 months
Reviewed 2018-05-29
Review Source: Capterra

The ability to sync information from Quickbooks to SalesforceIt automated the information exchange between Quickbooks and Salesforce - something not readily available in the appexchange. Customer Service is very hands on and instructive. They go above and beyond to customize the solution for you and your company.

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Autofy

Powerful QuickBooks Integration

Greg Norris

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

Used other for 2+ years
Reviewed 2018-06-04
Review Source: Capterra

Our SalesForce contract data was synced down to Quickbooks automatically.It enabled us to use our existing Quickbooks configuration, but have our SalesForce data pushed to it.

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Autofy

Powerful QuickBooks Integration

Sumit Das

Rating only

Used weekly for 6-12 months
Reviewed 2017-10-29
Review Source: GetApp

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10


Autofy

Powerful QuickBooks Integration