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Autobooks

FREQUENTLY ASKED QUESTIONS

What is Autobooks?
Autobooks is a tool for small business owners that allows you to send invoices, accept payments, and keep track of customers from inside online and mobile banking.


Who is Autobooks for?
Autobooks is for any small business member with a checking account and an online and mobile banking account.

The following types of business are great fits for Autobooks:

  • Any business that sends a bill/invoice for its products or services
  • Membership or service subscriptions
  • Non-profits seeking to collect donations online


What are the benefits of using Autobooks?
Autobooks is a complete set of financial tools that reside inside Avadian’s online and mobile banking platform. This combination allows you to run your business from one place – without the need to pay for other software.

It allows you to work smarter and focus more of your time elsewhere.

With Autobooks, you can:

  • Create professional invoices electronically in just seconds
  • Accept payment by credit card, debit card, and ACH transfer
  • Keep track of which customers have paid and how much
  • Generate reports like balance sheets, income statements, and customer-aging reports at the click of a button


What are the feature benefits?
Autobooks is built directly into online and mobile banking, so you don’t have to keep up with multiple log-in credentials for various digital tools.

And because Autobooks is integrated with online and mobile banking, your payment deposits are automatically matched with your outstanding invoices.

Finally, Autobooks’ accounting tools are easy to use and perfect for tracking expenses, generating sales tax reports, and providing profit/loss statements for your tax preparer.


How do I sign up to try it?
You can enroll inside online and mobile banking. Just select Marketplace then Autobooks from the menu, accept the Terms & Conditions, and answer a couple of questions about your business. The entire process takes about a minute.

You can choose to enroll with our payment acceptance tools (Invoicing or a custom Payment Link), or you can choose to upgrade and add accounting and reporting features for $9.99 per month.


Is my information safe?
Absolutely! Autobooks and Avadian have partnered to bring Avadian members the best invoicing, payment processing, and account platform available on the market. Autobooks exceeds industry standards in security measures designed to protect member information.


Do I have to download any software to use Autobooks?
Because Autobooks lives completely inside online and mobile banking, you will not need to download anything except the Avadian app for your mobile devices.

 



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