Integrated Payment
& Accounting Software for Small Business...
Delivered Through Online Banking

36%of small businesses would change banks to get business tools their current financial institution doesn’t offer.*

Most financial institutions don’t offer treasury services to small businesses. Enter Autobooks. We help financial institutions bring treasury products to the users who need it most – today’s small businesses. Autobooks combines cash & accounting into a single platform so your customers can do everything they need, without the hassle – in one convenient and secure place, your online bank experience.

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Power of automated accounting

Click below to see how Autobooks helps your Financial Institution grow.

What SMB customers crave

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SERVICES one

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SERVICES two

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7 Features That Unlock
Your Small Business Customer's Potential

Multi-channel Transactions

Invoicing and bill pay in one place. Offer multiple, automated payment options including online, offline, credit card, check or ACH. Speed cash flow.

Instant On

Integrated and consolidated tools are available the second they log into their online bank account. Running their business starts here.

Role based security

Allow your SMB customers to create sub-accounts for their staff, with rules, and workflow restrictions. Peace-of-mind.

Automated Accounting

No more manual data entry and reconciliation. Real-time cash flow and general ledger management. Inefficiencies gone, time saved.

The PFM for Business

All accounts, not only their primary bank, are aggregated into a single view of your customer’s business. Now financial data can drive better business decisions.

Turnkey Implementation

Autobooks sits on top of the bank’s core platform supporting existing investments and supplementing where needed. Lowers cost and time-to-market.

Best-in-Class

We partner with established and top Fintech partners so you can offer what they need to run their business including payroll, automated underwriting, and more.

"I am never quite sure how much money I have at any time.
With real-time automated accounting tools, finally I will know
how much cash is in my account and can actually run my business faster and smarter."
Small Business Owner

Autobooks is the first fully integrated payments & accounting platform for business, delivered through online banking.

That’s our vision. Ready to make it yours?

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