One system. A True Cash Balance.
Your payments, bills, books, and lending share data across one connected system. The result is a True Cash Balance: what you have, what’s coming in, and what’s going out. Always current. Always informed by real activity.
See how it works
You know more about your business than your tools do.
Payments come in through one app. Bills go out through your bank. Your books live in a spreadsheet, or nowhere. When it’s time to borrow, the lender starts from scratch.
None of these tools talk to each other. So the one number you actually need, where you stand right now, doesn’t exist. You piece it together yourself, every time.
Your bank feels the same gap. It sees deposits and withdrawals, but not the business behind them. Not who’s growing, who needs help, or where the next opportunity is.
What if everything worked together?
Autobooks connects four capabilities inside your bank’s digital banking. They share data across one system, so you don’t have to piece it together yourself.
Use one or use all four. The more you connect, the clearer your True Cash Balance becomes.
Send invoices, share payment links, tap to pay, or set up a checkout page. Money deposits directly to your bank account.
Your books update as your business runs. Cash flow projections built from real activity, not estimates.
Send invoices, share payment links, tap to pay, or set up a checkout page. Money deposits directly to your bank account.
Your books update as your business runs. Cash flow projections built from real activity, not estimates.
Clarity for you.
Visibility for your bank.
Your True Cash Balance
What you have. What’s coming in. What’s going out. Where you actually stand.
Because your capabilities share data, your True Cash Balance stays current. Informed by what has settled and what is on the way. No manual updates. No switching between apps to get the number.
Add Autobooks accounting and the picture gets richer with organized books, financial reports, and tax-ready records built automatically from your real activity.
Banks choose which Autobooks features they offer. If something on this page isn’t available where you bank, ask your banker about adding it.
Cash Flow Intelligence for your institution
When your customers run their business inside your digital banking, you see what you’ve been missing: real revenue, real expenses, real borrowing capacity.
Cash Flow Intelligence uses AI and system rules to turn connected payment activity, bills, and bank-balance data into portfolio-level insight through Autobooks Hub. Better lending decisions. Stronger relationships. The kind of visibility that keeps the customer with you.
Cash Flow Intelligence
Connected data, analyzed in real timeTrue Cash Balance
What you have, what's coming in, and what's going out.
Portfolio Intelligence
Complete visibility across your small business customers.
Connected Tools. Clear Picture.
The moment it clicks.
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H5 SMB Owner Name
Business name
Business description placeholder here
Testimonial text: “The Autobooks Payment Form is extremely easy to use for me and my customers! I simply email the link for credit card payment with my invoice. They (or I) can enter their credit card information securely. The money is deposited into my checking. The money is deposited into my checking. The money is deposited into my checking. -
H5 SMB Owner Name
Business name
Business description placeholder here
Testimonial text: “The Autobooks Payment Form is extremely easy to use for me and my customers! I simply email the link for credit card payment with my invoice. They (or I) can enter their credit card information securely. The money is deposited into my checking. The money is deposited into my checking. The money is deposited into my checking. -
H5 SMB Owner Name
Business name
Business description placeholder here
Testimonial text: “The Autobooks Payment Form is extremely easy to use for me and my customers! I simply email the link for credit card payment with my invoice. They (or I) can enter their credit card information securely. The money is deposited into my checking. The money is deposited into my checking. The money is deposited into my checking. -
H5 SMB Owner Name
Business name
Business description placeholder here
Testimonial text: “The Autobooks Payment Form is extremely easy to use for me and my customers! I simply email the link for credit card payment with my invoice. They (or I) can enter their credit card information securely. The money is deposited into my checking. The money is deposited into my checking. The money is deposited into my checking. -
H5 SMB Owner Name
Business name
Business description placeholder here
Testimonial text: “The Autobooks Payment Form is extremely easy to use for me and my customers! I simply email the link for credit card payment with my invoice. They (or I) can enter their credit card information securely. The money is deposited into my checking. The money is deposited into my checking. The money is deposited into my checking.