The essential product suite for today's small business


Autobooks provides a simple, yet automated approach to small business banking. Our solution makes accounting and payments easy to understand, which helps small business in their day-to-day, giving them more time to do what they do best.

Our product suite blends seamlessly into your business banking. Autobooks creates opportunities for established business owners, as well as emerging micro, lifestyle and gig economy entrepreneurs.

  • Dashboard
  • Invoicing
  • Payment Acceptance
  • Accounting
  • Bill Pay

Dashboard

The insights needed to make productive decisions.

  • Invoice status and coming due bills to stay on top of cash flow
  • Total cash on hand from internal and external accounts
  • Actionable reminders for invoices and bill payments
  • Data inspired calls to action to help make the business more effective

Invoicing

Empower your small businesses with professional, easy to use invoicing capabilities.

  • Business branding capabilities powered by your financial institution
  • Access saved customer and product/service information to easy build and send electronic invoices
  • Additional settings for recurring, reminders, and late fees to automate the collections process and speed up cash flow

Payment Acceptance

Enable small businesses to self enroll for debit, credit, ACH, eCheck, and lockbox payments in minutes.

  • Empower your small businesses to offer multiple forms of payments to their customers
  • Provide a trusted, secure source to small businesses that have been reluctant to accept electronic payments
  • Offer a competitive processing rate versus the competition

Accounting

Automated accounting that is directly connected to business banking accounts.

  • Eliminate batch transaction downloads and transaction matching
  • Provide real time reporting for financial health and record keeping
  • Better prepare your small businesses for tax season and loan opportunities

Bill Pay

Integrated business bill pay functionality designed for the needs of a small business.

  • Enables better cash forecasting by knowing outgoing expenses
  • Smarter cash flow management through a single experience for incoming and outgoing money
  • Employee entitlements and approval