Features & Benefits
Send digital invoices, accept electronic payments
Send customers a professional invoice or estimate right from digital banking. For added flexibility, set up recurring invoices, payment/past due reminders, and sales tax rates. Digital invoices are delivered directly to your client's inbox, making it easy for them to securely pay online. All payments go directly into your checking account.
Get paid online or in-app
Send customers a professional invoice or estimate right from digital banking. For added flexibility, set up recurring invoices, payment/past due reminders, and sales tax rates. Digital invoices are delivered directly to your client's inbox, making it easy for them to securely pay online. All payments go directly into your checking account.
Tap to Pay on iPhone
Customers can accept all types of contactless credit and debit cards and digital wallets.
Stay on top of payment activity, manage cash flow
Maintaining a healthy cash flow is critical to the success of your small business. Our dashboard keeps you up to date on customer payments — quickly see who’s opened your invoices, who’s made a payment, and who still owes you money. You can also easily access more detailed reports such as vendor balances, profit and loss statements, and balance sheets. All reports automatically update behind the scenes, so you can focus on the bottom line.
Get paid through an app that your bank trusts
Autobooks partners with financial institutions so that getting paid can become part of your standard banking experience. Autobooks features can be accessed directly inside online or mobile banking — eliminating the need to manage multiple payment apps. That means there’s never a need to track funds (or forget them) inside a third-party wallet.
Financial Institution Back Office Tools
Introducing our comprehensive business solution featuring powerful customer and program reporting, seamless support ticket management, a robust knowledge base, customizable reporting and dashboards, a referral management system, SSO support, unlimited admin users, and efficient holding company management. Elevate your operations with unparalleled control and insights.
Marketing and Training
Unlock success with our all-in-one solution: access launch sprints, leverage pre-built marketing campaigns, explore comprehensive training through videos and an embeddable LMS module, and enjoy personalized guidance with an assigned implementation specialist. Elevate your journey with our extensive knowledge base and a rich library of training videos