CASE STUDY,

Accounting Auty-mation

|
March 12, 2023
|
2
Min read

How 5k Gym ISV Boosts Profit by White-Labeled Accounting Integration with QBO via Autymate

5k Gyms
New QBO integration
New profit center
5x revenue from investment
24% Increase
Customer Retention

Customer:

WellnessLiving

Industry:

Gym Management Software (ISV)

Website:

https://www.wellnessliving.com/

Product Used:

Whit labeled Gym POS Accounting Integration

At WellnessLiving, we wanted a white-label QuickBooks integration for our business management software but needed more resources to build it ourselves. That's when we turned to Autymate. Their team provided us with a seamless integration that matched our branding and turned it into a new profit center for our business. In addition, the setup process was easy for our customers, and the Autymate team was knowledgeable and responsive. I highly recommend Autymate for your accounting integration needs.

Len Fridman
CEO and Co-Founder at WellnessLiving

Here’s a recent success story we had with WellnessLiving. The company came to us with a challenge they were facing: they wanted to provide their customers with an accounting integration that would increase the value of their product without involving their development team. Our team at Autymate provided them with a QuickBooks integration that not only met their needs but also became a new profit center for their business.

 

Check out the video below to see how we worked together with WellnessLiving to make this integration successful:

In this video, we take you through the entire process of how Autymate partnered with WellnessLiving to create a white-labeled QuickBooks integration that seamlessly integrated with their platform and turned it into a new profit center. Watch as we walk you through the solution we provided and how we worked together to make it successful.

About

WellnessLiving is the fastest-growing, all-in-one business management software for the fitness and wellness industry. Trusted by over 5,000 business owners and more than 15 million users worldwide, WellnessLiving equips business owners with all the features and tools they need to attract, convert, and retain more clients. All of WellnessLiving’s customers were either on QuickBooks Online, had converted from QuickBooks Desktop to Online, or had purchased QuickBooks from Autymate as a new customer. Autymate provided a seamless conversion process from desktop to online and supported WellnessLiving with guides and training to make the transition easy.

Background

The Challenge

WellnessLiving was facing a common challenge similar to many other ISVs. They wanted to provide their customers with an accounting integration, but their development team was stretched thin. They needed a solution that was easy to implementbut didn’t require extensive accounting or API integration knowledge. They were looking for a partner who could provide a white label accounting integration that would seamlessly integrate with their platform and match their branding. They were also looking for ways to provide their customers with a discount when signing up for QuickBooks Online subscriptions.

Our Solution

At Autymate, we specialize in providing white label accounting integrations for ISVs. For WellnessLiving, we provided a QuickBooks integration that matched their brand identity, using their signature logo and colors.. By embedding our dashboard in WellnessLiving’s software,  all their customers needed to do was click a button to sign up. From there, customers could easily purchase a discounted QuickBooks subscription, or, if they were already subscribed, simply proceed with the integration, which took just two minutes to set up.

Watch this video to see the solution we built for WellnessLiving:

Discover how Autymate partnered with WellnessLiving to create a white label QuickBooks integration that became a new profit center for their business. From our  very first meeting with WellnessLiving to developing the integration and value proposition, we'll take you through every step of the process.


First, WellnessLiving was introduced to Autymate through Intuit, because we’re a top franchise and ISV integration expert as well as Intuit’s largest wholesaler of QuickBooks Online. Then, in a one-hour whiteboarding session, we created a one-page diagram of the integration WellnessLiving wanted.

During the call, we developed a value proposition that offered WellnessLiving's customers approximately $390 in monthly savings by automating their bookkeeping accurately every time.  After listening to our recommendations, WellnessLiving decided to  charge their customers $29 per month for this integration, allowing them to make this a new profit center for their business.

At Autymate, we believe in providing our clients with flexibility and the options to fit their unique needs. When we partnered with WellnessLiving, we presented them with four options:

  • Tier 1 and 2 support.
  • Only Tier 2 support.
  • A free integration if we sold it to their customers.
  • Time and materials.

Based on their needs, WellnessLiving chose option two, and we provided Tier 2 support, allowing them to be the point of contact for all their customers.

4 Pricing Options

After we developed a value proposition for WellnessLiving’s customers and signed the Statement of Work (SOW), our team quickly built the white label QuickBooks integration.

Now, look at how Autymate's solution seamlessly integrates with WellnessLiving's software and matches their branding. From within the portal, WellnessLiving’s customers can sign up by simply clicking "Get Started".

Landing Page for the Embedded Finance App built by Autymate

Just click "Get Started" to onboard yourself in minutes. You can also purchase QuickBooks Online with a Forever Discount as part of your integration – learn more here.

Just click "Get Started" and onboard yourself in minutes. You can also purchase QuickBooks Online with a Forever Discount as part of your integration

Set up your integration the way you want in minutes:

Setup your integration the way you want it in minutes

Choose the transaction types that work best for your business:

Choose the transaction types that work best for your business

After a customer signs up, they can click "VIEW DASHBOARD" to manage their Autymate Accounting Integration directly from your portal.

After a user signs up they can click "VIEW DASHBOARD" to manage your Autymate Accounting Integration directly from your portal

Customers can manage and configure their Auty-mations the way they want.

Manage your Auty-mations and configure your accounting automations the way you want.

"Auty-History" allows your customers to see the status of all their integrations in a simple report and fix any issues with user-friendly recommendations.

See the status of all your Accounting Integrations in a simple report and fix any issues with user friendly recommendations

If you want to learn more about the custom app built by Autymate see the documentation here.

Bottomline

WellnessLiving was able to turn this integration into a new profit center for their business, providing their customers with the accounting integration they needed while increasing the value of their product. Autymate's white label accounting integration allowed WellnessLiving to streamline its operations and grow its business without any additional development resources.

Schedule a Whiteboarding Session with Automate and Transform Your Accounting Integration Strategy Today

Studies show that integrations increase product stickiness by 24%. At Automate, we're committed to helping you streamline operations, boost revenue, and grow your business. Schedule a whiteboarding session with us today to transform your accounting integration strategy and stay ahead of the competition.

Schedule Your Whiteboarding Session Today
FOUND THIS USEFUL? SHARE WITH