Autobooks is already inside your bank.

Log in to your bank’s digital banking the way you always do. Autobooks is there, alongside your account. Start with what you need today: send an invoice, pay a bill, organize your books, or ask about working capital. No new app, no new login, no extra setup to worry about.

Find Autobooks in Your Bank

Do I need to sign up for Autobooks?

Getting started with Autobooks takes no new app and no new login. It lives inside your bank’s digital banking today. You log in the way you already do, find the small business tools, and start with whatever you need first.

Each tool works on its own. Send an invoice without setting up accounting. Pay a bill without enabling lending. As your bank adds more capabilities, the tools you already use start working together automatically. You never migrate data. You never switch apps.

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yourfinancialinstitution.com
yourfinancialinstitution.com

Where is Autobooks inside my bank’s digital banking?

Log in to your bank’s digital banking the way you always do. Web or mobile, business account. Look for a small business section, sometimes labeled “Invoicing,” “Get Paid,” “Pay Bills,” or “Autobooks” depending on how your bank has it set up. Click in and you are there.

If you do not see it, it is either not turned on for your account yet or your bank has it under a different name. Ask your bank, or call support and we can point you to the right place.

What should I do first?

You do not need to turn on everything at once. Start with what the business needs today. Pick the row that matches your situation.

Need to get paid today?

Start with invoicing or share a payment link. Send a customer a bill they can pay by card or bank transfer in seconds. The money lands in your account. 

Want your books to run themselves?

Ask your bank to enable accounting. Every transaction from the other capabilities starts recording to the accounting ledger automatically. Books stay current without the data entry.

Need to pay a bill today?

Start with pay bills. Add the vendor, enter the amount, and choose whether to pay from your bank account or by card. We’ll handle the rest.

Need working capital?

Ask your bank about lending. If it is offered on your account, you can see the options and apply right inside your digital banking. Underwriting is based on what the business is actually doing, not just a credit score.

Can I start small and add more later?

Yes. Every capability is useful on its own, and every capability gets more useful when it is connected to the others. You can start by sending invoices this week, add pay bills next month, and ask your bank about accounting when you are ready. Nothing breaks. No data moves.

When more capabilities are on, more data flows across the connected system, and the picture of your cash position gets sharper. When accounting is enabled, every transaction is categorized and recorded automatically, and the picture gets richer still.

The more you use, the clearer your picture.

Where can I learn more or get help?

Three places to go when you want to move faster.

Watch a setup video

A short walkthrough of where Autobooks lives inside digital banking and how to take your first action. Under five minutes. 

Browse the Help Center

Step-by-step guides for each capability. How to send your first invoice, schedule a bill, enable accounting, apply for working capital. 

Talk to someone

If you are stuck, reach out. We can point you to the right place inside your bank’s digital banking, or connect you with your bank’s support team. 

Browse the Help Center

Step-by-step guides for each capability. How to send your first invoice, schedule a bill, enable accounting, apply for working capital. 

Help Center

Talk to someone

If you are stuck, reach out. We can point you to the right place inside your bank’s digital banking, or connect you with your bank’s support team. 

Contact Us

Not seeing all your tools? Ask your bank about the full Autobooks experience.

The questions we hear most often.

Do I need to download an app?

No. Autobooks is inside your bank’s digital banking. If you can log in to check your balance, you can use Autobooks. No separate app, no extra password. 

Do I pay extra for Autobooks?

Pricing varies by bank. Some institutions include Autobooks with a business account. Others charge a modest monthly fee and transaction fees on certain capabilities. Your bank will have the specifics for your account. 

What if I already use QuickBooks, Square, or another tool?

You can keep using anything you like. Autobooks is inside your bank, so the tools live alongside whatever else you use. Most businesses who start with Autobooks eventually consolidate, because a connected view is worth more than the tools it replaces. But nothing forces it. 

How long does it take to get set up?

Minutes for the first action. Sending an invoice or setting up a bill takes about as long as filling in a form. There is no migration step. You log in to digital banking, pick the tool you need, and go. 

What if my bank doesn’t offer all four capabilities?

Start with whatever your bank offers. Each capability works on its own. As your bank adds more, the tools you already use start working together automatically. Nothing breaks. No data moves.