ACCOUNTING, BOOKKEEPING, & REPORTING

Accounting made easy — for all busy non-accountants.  

It takes time to get organized. Autobooks can help with automated accounting and bookkeeping functionality.

Autobooks and your financial institution, giving you the power to simplify your accounting. 

Autobooks allows you to automate bookkeeping entries and access financial reports, directly inside your financial institution’s online and mobile banking. 

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Accounting tools should be easy to use. 

No need to spend hours mastering overly complex software. Autobooks features essential, real-world functionality for non-accountants. 

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Software shouldn’t cost so much. 

No matter the type of business, Autobooks always costs the same: $10/month. And there’s no commitment or sign-up fees to worry about, either. 

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Let your bank account do the reporting. 

When you get paid or pay a bill, the system updates your business reports automatically. All reports are exportable into a CSV format. 

How it works 

When you’re ready to manage your business finances in the same place you get paid, accounting and reporting offered through Autobooks and your financial institution is the simplest way to do it all.

Autobooks is built to be part of your bank account.

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Sign up for Autobooks 

If you’re not already enrolled, first sign up for Autobooks inside your financial institution’s online or mobile banking. Just click Accept a payment or Send an invoice from the dashboard to get started (or just choose Autobooks from the main navigation).

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Add on accounting functionality 

Once you’re enrolled in Autobooks, you can add on the accounting functionality. Inside the Autobooks screen, select Reporting/Accounting, then click Activate Autobooks. 

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Manage your finances with Autobooks 

Now you’re ready to take advantage of all of the Autobooks tools available inside online and mobile banking. Don’t forget to link any outside accounts or credit cards from other financial institutions. That way all transactions can be accounted for. 

Managing a small business is hard. Make it easier with Autobooks. 

Add on Autobooks accounting and reporting functionality so you can focus less on finances and more on growth.

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Ditch the spreadsheets — or overly complex software. 

Keep track of your business directly inside of online and mobile banking, where you do everything else. Stop having to rely on pen and paper, spreadsheets, or complicated third-party software built for accountants. 

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Make Autobooks your home base for all finances. 

Every transaction inside your checking account is automatically synced with the Autobooks platform. In addition, you can link accounts and credit cards from other financial institutions to your Autobooks account. This means that every transaction will be accounted for. 

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Stay up-to-date automatically with built-in reporting.

Let your bank account work for you. When you get paid or pay a bill, let the system update your business reports automatically. Plus, gain access to a balance sheet without having to go to a third-party application, or request from your accountant.

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Stay on top of cash flow, all from one screen. 

See a snapshot of incoming, coming due, and past due customer payments. Includes vendor payment information, such as scheduled payments, coming due, and past due vendor payments.

Frequently asked questions

How does the integration between Autobooks and my financial institution work? 

Autobooks is built to be part of your everyday digital banking experience. That means that when you log into your account, the payment acceptance features powered by Autobooks will be available from the main dashboard or navigation, like bill pay and mobile deposit are today. 

Find a bank or credit union

How do I get started with Autobooks accounting, bookkeeping, and reporting?

After opening your checking account, you can enroll in Autobooks in minutes inside online or mobile banking. For most users, that means you can just click Accept a payment or Send an invoice from the main banking dashboard. 

How much does this accounting functionality cost?

After you’ve enrolled, you are free to add on the optional accounting functionality for an added fee of $10/month. There is no commitment — you can cancel at any time. 

See how else Autobooks can help you manage your cash flow. 

See how else Autobooks can help you manage your cash flow.