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Autobooks

Autobooks Accounting Tools for Small Business

Like Primary Bank, Autobooks is built for small business.  

This powerful tool offers businesses and nonprofits an easy way to generate invoices and accept payments online. Now, small businesses can accept digital payments, manage cash flow, automate accounting and access financial reporting directly from online and mobile banking.

Autobooks integrates small business bookkeeping, invoicing, and payment acceptance directly into your online and mobile banking platforms.

It helps businesses get paid faster via professional invoices and digital payments, while providing automated accounting tools (P&L statements, cash flow management) to replace manual spreadsheets.

It's easy to see who's viewed invoices, who's paid, and who still needs to pay. Autobooks will send reminder emails, and users can even add automatic late fees.

With Autobooks, you can keep tabs on your account balances, incoming customer payments and outgoing vendor payments all on one screen. With automated reporting, Autobooks lets you keep your financial records up to date. When you get paid or pay a bill, your business reports update automatically.

  • Flexible Payment Options - Your customers can pay with any major credit card, debit card, or ACH transfer.
  • Fast Deposits - Payments go directly into your checking account.
  • Automatic Invoicing - Track who’s paid and set up recurring invoices with automatic late fees for overdue payments.
  • Simple, Real-World Accounting - Track your income, expenses, and cash flow directly within online or mobile banking.
  • Automated Reporting - Automatically generate profit and loss reports, balance sheets, and more.
  • Business Bill Pay - Create and schedule payments for your vendors all in one place.
  • Cash Flow Management - Stay on top of incoming and outgoing payments.

Ready to get started? 

Contact your branch manager, or your Business Development Officer to learn if Autobooks is right for your business.
 
Please Note: Due to standard payment processing guidelines, certain-high risk industries (such as specialized financial services, adult entertainment, gambling, and substance related businesses) are not currently eligible for Autobooks.