Autobooks is a complete accounting and bookkeeping solution – available inside online and mobile banking – that allows you to accept and manage payments online or in-person, create digital invoices, pay bills, and generate reports.
Some common questions about Autobooks are -
Q: What is Autobooks?
A: Autobooks is a tool for small business owners that allows you to send invoices, accept payments, and keep track of customers from inside online banking.
Q: Who is Autobooks for?
A: Customers must have a checking account and access to online banking to enroll in Autobooks.
The following types of businesses are great fits for Autobooks:
- Any business that sends a bill/invoice for its products or services
- Memberships or service subscriptions
- Non-profits seeking to collect donations online
Q: What are the benefits to using Autobooks?
A: Autobooks is a complete set of financial tools inside of online banking. Run your business from one place, without the need to pay for other software. Work smart and have more time to do what you love.
With Autobooks, you can:
- Create professional invoices electronically in seconds.
- Accept payment by credit card, debit card, and ACH bank transfer.
- Keep track of which customer has paid, and how much.
- Generate reports like balance sheets, income statements, and customer aging reports at the click of a button.
Q: How do I sign up to try it?
A: You can enroll inside of online banking! Just click on an Autobooks tool link, accept our Terms & Conditions, and answer a couple of questions about your business. The entire process takes about a minute.
You can choose to enroll with our payment acceptance tools (Invoicing or a custom Payment Link) OR you can choose to upgrade and add accounting and reporting features for a low monthly subscription fee.
Q: Is Autobooks working with my financial institution? Is this safe?
A: Yes! Autobooks has partnered with your financial institution to bring customers the best invoicing, payment processing, and accounting platform available on the market. Autobooks exceeds industry standards in security to protect customer information.
Q: Do I have to download any software to use Autobooks?
A: No downloads of any kind are required. Autobooks lives completely inside of online banking.
Q: What are the feature benefits?
A: Autobooks is built directly into online banking, so you don’t need multiple logins to various digital tools. And because Autobooks is integrated with your bank account, your payment deposits are automatically matched with your outstanding invoices.
Our accounting tools are also easy to use and perfect for those that need to track expenses, generate sales tax reports, or provide profit/loss statements to their tax preparer.
To learn more, visit the Autobooks page. There you can learn all about the features of Autobooks, watch how to videos, and more.
If you'd like to enroll, please contact anyone in Customer Service.