Feature

Enable customers to enroll directly from online and mobile banking, and be approved to start accepting payments from their customers in minutes. 

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From enrollment to getting paid in minutes.


All requests for payment acceptance are handled online — within your existing digital banking channels.

  • Most requests are approved in real time
  • Direct integration to the core and/or digital banking platform eliminates the need to collect most customer data
  • Once approved, a business or non-profit can immediately accept a payment
Amanda Houghton

Journey Well Counseling

With Autobooks being connected to my bank, I can go on my account. I can look in real time, what's being deposited. I can pull out my invoices in real time. I can pull out my spreadsheets and I can export them month by month, which has been extremely helpful. So it's just nice that everything is organized, and in one system. It makes business for me less of a headache and very easy to streamline my invoices every month.
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A step-by-step tour to facilitate the customer's first payment request.


Our research has found that businesses are more likely to receive a payment when they are guided through the process of making a payment request at time of initial enrollment.

  • The guided tour helps a customer build their first invoice, or share their payment form link to make a payment request
  • Before sending the request, the customer has a chance to review — including what their end customer will see when they receive the request
  • After sending, the customer receives confirmation that the payment request has been made and is then redirected back to further explore the product and its features
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Compliance that doesn't sacrifice convenience.   


The Autobooks platform automates secure collection, storage, and usage of customer data for onboarding and payment processing — ensuring your financial institution is compliant.

  • Enrollment starts with the acceptance of terms and conditions
  • Customer verification and underwriting is completely automated
  • Autobooks takes on all liability and risk of the payments processed through the platform
  • Customer data is stored according to SOC 1 Type 1 and Soc 2 Type 2 data processes
  • Autobooks is a PCI compliant service provider