Person using laptop with Autobooks on screen
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!
Integrated into online and mobile banking, Autobooks makes it easy for small business owners and nonprofits to:
(and typically takes just a few minutes to complete)
If you have questions, please contact a member of our cash management team or visit autobooks.
Customers must have a checking account and access to online banking and/or our mobile banking app to enroll in Autobooks.
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.
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.
No downloads of any kind are required. Autobooks lives completely inside of online and mobile banking.
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.
(and typically takes just a few minutes to complete)
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.