Small Business

Autobooks

Small business owners trust credit unions that deliver big solutions.

Most financial institutions don’t offer accounting and bookkeeping services to small businesses. That makes it hard to stand out in the crowd or differentiate from your retail offerings. Autobooks is a cloud-based, fully automated accounting tool that helps credit unions capture more business at every step of the cash flow cycle by seamlessly integrating with their suite of financial services.

Autobooks will give your credit union a powerful advantage — it combines cash, accounts receivables, accounts payables and accounting into a single platform so your members can manage their finances hassle free — in one convenient and secure place: their online banking account.

You want to offer your small business members a unique banking experience, heads and shoulders above the rest. Autobooks delivers what other small business accounting environments can’t — immediate access to a suite of smart cash flow tools, such as invoicing, payment acceptance and accounting, all through their online credit union account.

By leveraging Autobooks’ financial tools, your credit union will work smarter, not harder.

Running a small business has its uphill challenges; we provide a solution that promises speed, ease and data-driven cash flow management. Small business members can get paid up to 55 percent faster by using Autobooks for payment acceptance. To keep track of invoices and payments, users can also set up vendor payment reminders and automatic disbursements. Additionally, you and members can view financials in real-time with integrated payment tools, external account aggregation and the account activity tracker functions, making it a win-win for you and your small business members.

How is Autobooks different from the competition?

It’s an all-in-one solution that eliminates the need for other bookkeeping, invoicing or payment software. Autobooks’ easy-to-navigate financial tools speed cash flow, reconcile accounts and accelerate growth. It is designed by financial automation experts to make running a business easier for you and your business members. Autobooks is smart, simple and secure. The platform is PCI compliant and employs the highest level of encryption security available.

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