Autobooks

A Small Business Destination

Enable business owners to send digital invoices, accept online payments, manage cash flow, automate accounting and access financial reports – all inside your online and mobile banking channels.

Autobooks

Better serve and monetize new and existing small business relationships by enabling business owners to send digital invoices, get paid online, manage cash flow, and automate accounting directly from your existing online and mobile banking channels. Stand up to increasing small business competition from big tech and mega bank providers.

Features & Benefits

Send digital invoices, accept electronic payments

Send customers a professional invoice or estimate right from your digital banking. For added flexibility, set up recurring invoices, payment/past due reminders, and sales tax rates. Prefer direct payment? Businesses and nonprofits are provided with a unique link to a secure payment form — which can then be shared with paying customers via text, email, or even pasted into a web page. All payments go directly into your checking account.

Get a complete small business solution, inside digital banking

Autobooks is so much more than just payment acceptance and invoicing. The full suite — available inside your digital banking — also includes financial reporting, payables, and accounting functionality. Best of all, you don’t have to spend endless nights learning how to use Autobooks. The user-friendly interface gives you everything you need to get your business up and running.

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.

Save money on processing fees

Our processing rates will save you money versus expensive app providers — offering you the most reliable and cost-effective way to get paid directly into your checking account. Credit card processing at 2.89%, ACH (bank transfer) processing at 1%, and Check Lockbox processing at 1.99% (capped at $10).