IN PARTNERSHIP WITH YOUR FINANCIAL INSTITUTION

Manage your business in the same place you manage your banking. 

Get paid, manage cash flow, and more — directly through your trusted banking partner.

Autobooks and your financial institution, working together to support your financial needs.


Managing multiple third-party apps can become time consuming — not to mention expensive. Instead, rely on a trusted partner in your community that offers security, value, and reliable support. 

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You shouldn’t have to figure out a separate app. 

Let your financial institution’s digital banking become the hub for your small business finances — so you can track everything in one place. 

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Receive support from a partner you already trust. 

Skip the self-service support pushed by third-party apps. Instead, speak to a small business expert when you need them. 

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Your checking should become your destination for payments. 

Automate tedious bookkeeping tasks by receiving payments in the same place you manage vendors and pay bills. 

How it works 

When you’re ready to manage your business finances in the same place you take care of your banking, Autobooks and your financial institution is the easiest 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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Get paid directly into your account 

Send an invoice from anywhere, mobile or desktop. Just fill out the basic fields on your invoice inside online or mobile banking, then click send. Or take a customer payment on the spot — just enter the payment details into your unique Payment Form inside online or mobile banking. 

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Add on accounting functionality, when you’re ready 

Once you’re enrolled in Autobooks, you can always add on accounting functionality for an additional monthly fee. Inside the Autobooks screen, select Reporting/Accounting, then click Activate Autobooks. (Remember, these tools are optional — you can continue to rely on Autobooks digital invoicing and payment acceptance either way.) 

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Get real support, any time you need it 

Contact your institution’s small business specialist when you need one-on-one support — or when you’re ready to add other products and services. For specialized support regarding Autobooks, you can always contact a small business expert directly. A human will always be there, ready to help. 

Finding real support and guidance can be difficult.

Turn to your trusted financial institution when you’re ready to streamline your finances with one experienced partner and deepen your existing banking relationship. 

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Rely on a partner that understands your needs.


When you need support and guidance, you can turn to the people who know you and understand your business. And when you’re ready to take the next step and add additional products and services, you’ll know where to go. 

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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. 

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. 

How do I get started with accepting card payments from my customers?

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 on the main banking dashboard. 

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 do you charge to accept online payments?

When you accept a card not present payment, you will incur a 2.89% transaction fee. This fee is competitive when compared to online card-not-present solutions offered in market. For ACH-based payments, you will incur a 1% transaction fee. This fee is competitive when compared to online card-not-present solutions offered in market.

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.