Autobooks

Autobooks is a financial software solution offered by Autobooks, Inc. According to the vendor, Autobooks is designed to streamline invoicing, payment acceptance, accounting, and bookkeeping processes. This software solution is aimed at small businesses and is intended to be integrated into the online and mobile banking platforms of banks and credit unions. Various professions and industries, including retailers, service-based businesses, freelancers, non-profit organizations, and professional services such as consultants, lawyers, and accountants, can benefit from Autobooks.

Key Features

Online Invoicing: According to the vendor, Autobooks enables users to create and send professional invoices directly through their trusted financial institution's online and mobile banking platforms. Users can send invoices via email to customers, which is said to streamline the invoicing process and facilitate faster payment processing.

Accounting, Bookkeeping, & Reporting: Autobooks is claimed to serve as a complete accounting and bookkeeping solution. The vendor states that users can automate bookkeeping entries and access real-time financial reports directly within their financial institution's online and mobile banking platforms. Additionally, Autobooks allows users to link accounts from other financial institutions to ensure accurate accounting.

Tap to Pay on iPhone: Autobooks claims to enable users to accept contactless payments using an iPhone, eliminating the need for additional payment terminals or hardware. According to the vendor, customers can make payments by holding their card or device near the top of the iPhone, ensuring a secure and convenient transaction.

Customizable Invoice Templates: The vendor states that Autobooks provides customizable invoice templates, allowing users to add their logo, change colors, and create custom messages. This feature is said to enhance brand identity and enable businesses to personalize their invoices.

Reminder System: Autobooks offers a reminder system to follow up on unpaid invoices and can automatically assess late fees, according to the vendor. This feature is claimed to help businesses stay on top of their accounts receivable and improve overall cash flow.

Seamless Integration with Financial Institutions: Autobooks works in collaboration with banks and credit unions to integrate its services into their online and mobile banking platforms. According to the vendor, this integration allows users to manage their business finances within the trusted environment of their financial institution, eliminating the need for multiple third-party apps.

Real-Time Access to Financial Reports: Autobooks is claimed to provide users with real-time access to various financial reports, including balance sheets and transaction reports. This feature is said to enable businesses to make informed decisions based on up-to-date financial data.

User-Friendly Interface: Autobooks offers a user-friendly interface that simplifies navigation and provides easy access to accounting features, according to the vendor. The vendor claims that this intuitive interface ensures a smooth user experience and reduces the learning curve for non-accountants.

Accept Various Types of Payments: Autobooks allows users to accept various types of payments, including card payments, Apple Pay, and other digital wallets, according to the vendor. This feature is said to provide flexibility and convenience to customers, enhancing the overall payment experience.