What is Autobooks?
Autobooks is a payments and accounting product suite designed for small and micro-businesses available with First Bank Mobile and Online Banking. The solution bundles essential back-office tools into a single, easy to use interface that includes invoicing, payments and accounting.
Who is Autobooks for?
Autobooks is intended for business clients age 18 years and older who have a checking account and use First Bank Mobile and Online Banking.
The following types of businesses make a great fit for Autobooks:
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Any business that sends invoices for its product or service or needs an accounting and cash flow management platform.
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Service-based businesses such as landscapers, plumbers, electricians, consultants and others.
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Entrepreneurs or individuals with side hustle-type jobs such as babysitting, freelancing, tutoring, photography, etc.
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Nonprofit organizations seeking to collect donations online.
Is there an age requirement to use Autobooks?
Yes, clients must be age 18 years and older to use Autobooks.
What are the benefits of using Autobooks?
Autobooks is a complete set of financial tools that can be accessed within First Bank Mobile and Online Banking allowing businesses to manage their accounts and billing all in one place.
With Autobooks you can:
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Create professional electronic and physical invoices in seconds.
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Accept payments by credit card, debit card and ACH transfer.
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Track customer payments and accounts receivable.
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Generate reports like balance sheets, income statements and customer aging reports with the click of a button.
Is Autobooks safe?
Yes! Autobooks exceeds industry standard security recommendations to protect your business and financial information.
How much does Autobooks cost?
Autobooks is complimentary to First Bank clients. For accounting automation and to generate detailed reports, balance sheets, general ledgers and financial statements for tax time, an upgraded version is available for $9.99 per month.
What type of customer payments can Autobooks process?
Autobooks processes your customers’ credit card, debit card and ACH payments.
Can I turn off the credit card payment option and only accept ACH payments?
At this time, both payment options are made available to your customers.
Who will have access to Autobooks?
Anyone who has access to your First Bank Mobile and Online Banking will be able to access Autobooks. Note, all individuals who can access Autobooks will have full functionality of the service.
Will I receive an alert or email when an invoice has been paid or a payment has been made?
Autobooks will send notification of payments made within the system.
How quickly will the funds from the payments be available for use?
Funds are generally available 2-3 business days after the payment is initiated.
Do I have to download any software to use Autobooks?
No, there is no need to download any kind of software. Autobooks resides completely in First Bank Mobile and Online Banking.
How is this different from QuickBooks?
Autobooks is accessed through First Bank Mobile and Online Banking, so there is no need for multiple logins. Additionally, Autobooks is designed with small business owners in mind, not accountants, so it is streamlined to help you better manage your business cash flow, receivables, payables – all in a fully integrated accounting tool.
My business already has QuickBooks. Why should I consider switching to Autobooks?
Autobooks offers functionality that is similar to QuickBooks but without the need to transfer data. Autobooks offers features that are the right size for small businesses and allows a business to keep all their accounting securely in one place.
Can my business’ QuickBooks information be imported into Autobooks?
Yes, customer lists that can be exported out of QuickBooks and imported into Autobooks.
How do I get help with my Autobooks?
You can start a chat with us in mobile or online banking during business hours – click
Support then
Start a conversation, or stop by or call your
nearest branch.
How do I enroll?
Simply log in to your First Bank Mobile and Online Banking dashboard, then click on the Autobooks widget to get started. If you have trouble locating the widget, please start a chat with us in mobile or online banking during business hours – click
Support then
Start a conversation, or stop by or call your
nearest branch.
How long does it take to enroll in Autobooks?
Enrollment is very easy. Simply log in to your First Bank Mobile or Online Banking and click on the Autoboooks widget. After providing a couple of pieces of information to complete enrollment, you will be able to start sending invoices shortly after that. You can begin accepting payments within two business days.