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Person using laptop with Autobooks on screen

Autobooks - Coming April 3, 2023

Our Story
Our Why
Community Empowerment
Stewardship Program

Coming Soon – The ideal accounting solution for small businesses!

Looking for a better and affordable way to handle your billing and cash flow process…Autobooks1 is your answer.

Autobooks is designed specifically for small businesses, including emerging micro and lifestyle businesses, freelancers and nonprofits. It is an enhancement to your everyday digital banking experience that provides convenience and greater capabilities for three essential financial services: invoicing, payment/donation acceptance and cash flow management and reporting. Autobooks is the straightforward, automated way to effectively manage your finances.

Simply log in to online or mobile banking2 from wherever you are and utilize Autobooks to quickly create digital invoices, offer more ways to get paid/accept donations, check status and follow up on your receivables, and more, easily and effectively. It eases accounting and payment processes, helping small businesses and nonprofits on a daily basis, leaving you with more time to focus on your core business. Autobooks also has integration capabilities with other leading accounting software that may already be in place. 

Providence Bank & trust is excited to offer Autobooks to our customers and invites you to watch the following videos that share the capabilities this easy-to-use accounting solution has to offer, and how they can benefit your business or nonprofit!

Autobooks – Introduction to Automating Your Invoicing and Payment Processing

Autobooks – Introduction to Flexible, Direct Payment Capabilities

How It Works

Integrated into online and mobile banking, Autobooks makes it easy for small business owners and nonprofits to:

  • Accept donations
  • Send invoices & estimates
  • Accept multiple payment options without the need for a third-party app
  • Get paid directly to your Providence Bank & Trust business checking account
  • Track invoices and expenses
  • Generate reports
Autobooks screen in online banking
View of custom invoice created in Autobooks

 

 
 

Sending Invoices

  • Create custom professional
    invoices electronically in seconds
  • Set up recurring payments for more consistent cash flow
  • Automatically add late fees to past due invoices
  • Set automated customer reminders

 

 

Accept Payments

  • Get paid faster online, and accept credit and debit cards, as well as ACH transfers – all with low processing fees
  • Utilize a secure payment form link you can include on any invoice, text message, social media profile or web page for payment anytime and anywhere
  • Easily take in-person payments using a qr code that connects payee to your secure payment form link

 

View of credit card payment and payment link form accepted in Autobooks

View of payment screen within Autobooks

 

 

 

Payment Activity & Reporting

  • See who opened your invoices, who paid your invoices and who still owes you money
  • Access balance sheets, sales tax reports, income statements and customer aging reports
  • Save time with the elimination of batch transactions and matching
  • Have a great handle on your financial health with real-time data

 

Give Autobooks a Try – It’s as easy as 1, 2, 3!

(and typically takes just a few minutes to complete)

 

                1. As of April 3rd, log in to online or mobile banking
                2. Click on Autobooks in the main menu & enroll
                3. Receive approval and send your first payment request

 

If you have questions, please contact a member of our cash management team or visit autobooks.

Autobooks Tutorials

Invoicing Tutorial

Payment Tutorial

Autobooks FAQs

Are there any requirements to access Autobooks?

Customers must have a checking account and access to online banking and/or our mobile banking app to enroll in Autobooks.

How do I sign up to try it?

You can enroll inside of online or mobile banking! Just click on the Autobooks link in the main menu, accept the Terms & Conditions and answer a couple of questions about your business. Once enrollment is received and approved you are ready to go. The entire process typically takes a few minutes.

You can choose to enroll with our payment acceptance tools (invoicing or a custom Payment Link) and you can choose to add accounting and reporting features all for a monthly service fee of $10.00.

Is Autobooks safe?

Yes! Providence Bank & Trust has partnered with Autobooks to bring customers the best invoicing, payment processing and accounting platform available on the market. Autobooks exceeds industry standards in security to protect customer information.

Autobooks is also embedded within the Providence Bank & Trust digital banking platform, bringing even more security to your information and payment processing.  Enhanced security features such as Multi-Factor Authentication (MFA), Location-Based Security, Custom Alerts and more, keep you and your financial information safe and secure.

Do I have to download any software to use Autobooks

No downloads of any kind are required. Autobooks lives completely inside of online and mobile banking.

Where can I learn more?

You can visit https://autobooks.co for more information.  The Autobooks website contains additional information, FAQ and product demonstration videos that can help you along the way.

 

Give Autobooks a Try – It’s as easy as 1, 2, 3!

(and typically takes just a few minutes to complete)

 

                1. As of April 3rd, log in to online or mobile banking
                2. Click on Autobooks in the main menu & enroll
                3. Receive approval and send your first payment request

 

If you have questions, please contact a member of our cash management team or visit autobooks.

Important Disclaimer Information:

All trademarks and registered marks are the properties of their respective owners.

1Autobooks monthly fee is $10.00. Credit/Debit card transaction and Bank transfer/ACH payment fees apply.

2Downloadable App for Apple and Android users and text message banking are available. Providence Bank & Trust does not charge fees for using the basic consumer and/or business mobile banking service. Mobile deposit, a feature within mobile banking, is available to consumers with no fee and is available to businesses with no fee for deposits up to $20,000 per business day. However, if a businesses’ mobile deposits exceed $20,000 per business day, a $25 fee per month will apply. In addition, your wireless carrier may charge you a fee for SMS (text) messaging and/or data usage, whichever is required for mobile banking. Other fees or restrictions may apply.