Accounting

Accounting that comes with the account.

Your income, expenses, and bills are already in your bank. When Autobooks accounting is enabled, that activity becomes up-to-date books: categorized, reconciled, and ready when you need them.

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Cash Flow Forecast

Bookkeeping, handled in three steps.

1
Activity comes in.

Every invoice paid, bill sent, deposit received, and card charge flows into Autobooks automatically. No exporting, no uploading, no duplicate entry. 

2
Transactions get categorized.

Autobooks recognizes your common vendors and customers and categorizes transactions as they happen. Review and adjust where you want to.

3
Your books stay current.

Income and expenses post to the ledger as they happen. Generate a P&L, hand a report to your accountant, or close out the year without a weekend of catch-up.

The books that keep themselves.

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Automatic categorization

Autobooks recognizes common transactions and categorizes them automatically. Clean up fewer entries. Review in minutes instead of hours.

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Always-current books

Every invoice, bill, and bank transaction is recorded as it happens. No weekly catch-up. No month-end scramble.

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See where every dollar went

Income by source, expenses by category, payments by vendor. With every transaction categorized as it happens, you see how the business is actually running.

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Reports your accountant will actually use

Profit and loss, balance sheet, transaction detail, and expense reports. Export clean. Share easily. 

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Built on your bank activity

Transactions come from the account they happen in. No syncing from an outside system. No reconciliation mismatches. 

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Ready for tax time

Categorized transactions, organized expenses, and clean reports mean less time gathering records and less to pay your accountant.

Insights Dashboard

Accounting that doesn’t need to sync.

Most accounting tools sit outside your bank and sync transactions in batches. Autobooks accounting sits inside it. Every invoice paid, bill scheduled, and deposit received lands directly in your ledger as it happens.

No exports, no reconciliation mismatches, no end-of-month scramble. The same connected activity that gives you a real-time picture of your cash position also keeps your books current: two views of the same business, both always live.

Accounting is one part of the connected system. The more you use, the clearer your picture.

Related Capabilities
Get Paid → Invoicing, Payment Link, Tap to Pay on iPhone, Checkout Pages Pay Bills → Vendor payments, expense management Accounting → The ledger that connects it all Lending → Working capital from real data

Banks choose which Autobooks features they offer. If something on this page isn’t available where you bank, ask your banker about adding it.

Built for how you actually keep books.

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Consultants & freelancers

Track income, expenses, and mileage without a spreadsheet. Hand a clean report to your accountant at year end.

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Service businesses

Categorize fuel, materials, and subcontractor payments automatically. Know what each job cost without doing the math.

 

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Online sellers

Platform fees, shipping costs, and payment processor activity all categorized correctly. Know margin at a glance.

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Nonprofits

Track grants, donations, and program expenses separately. Generate reports for your board without a bookkeeper. 

Turn on accounting and get current.

Autobooks accounting is inside your bank’s digital banking. No new app. No new login. 

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Related Get Paid Pay Bills Lending | True Cash Balance