Running a small business takes passion, dedication, and time—but managing invoices, accepting payments, and tracking cash flow shouldn’t slow you down.

In honor of Small Business Month, Firstrust Bank is honored to support local entrepreneurs with tools that make everyday business banking easier. One of those tools is Autobooks, an all-in-one invoicing and payment solution built directly into Firstrust online and mobile banking.

Whether you’re a contractor, nonprofit, retailer, or service-based business, Autobooks helps you send invoices, accept payments, and manage cash flow—all without leaving your bank account.

What is Autobooks?

Autobooks is a small business invoicing and payments solution embedded inside Firstrust's digital banking experience.

Instead of logging into multiple platforms or juggloing third-party tools, Autobooks lets you:

• Send professional invoices and estimates
• Accept payments online and in person
• Track transactions and cash flow
• Deposit funds directly into your Firstrust account

Everything is in one secure place, helping you save time, reduce errors, and get paid faster.

How Autobooks Helps Small Businesess Thrive

Get Paid Faster

Cash flow is critical for small businesses, and waiting weeks for payments can limit growth and day-to-day operations. Autobooks helps speed up the payment process by allowing you to send professional invoices directly from online or mobile banking.

In fact, 95% of Autobooks users get paid within five days of sending an invoice, helping businesses maintain healthier cash flow and reduces the stress of late payments. Faster access to funds means you can reinvest in your business, pay staff and vendors on time, and operate with greater confidence.

Save Time by Managing Everything in One Place

Managing finances across multiple platforms can be time-consuming and frustrating. Autobooks eliminates that complexity by integrating invoicing, payments, and transaction tracking directly into your digital banking experience.

Once an estimate is approved, it can be converted into an invoice with just a few clicks. This streamlined process helps small businesses move faster from quote to payment while providing a seamless customer experience.

Automate Recurring Invoices

For businesses that bill regularly, recurring invoices can be a major time saver. Autobooks allows you to schedule invoices automatically so you don’t have to remember to send them each billing cycle. Automating recurring invoices ensures consistent billing and provides customers with predictable payment schedules, while helping your business maintain steady cash flow without constant follow-ups.

Accept In-Person Card Payments with Tap to Pay

For businesses that operate in the field or at customer locations, getting paid on the spot can make a big difference. With Autobooks Tap to Pay on iPhone, you can turn your mobile device into a mobile point-of-sale and accept card payments instantly—no extra hardware required.

This capability allows you to accept payments immediately after completing a job, with funds deposited directly into your Firstrust account, eliminating delays and manual processing.

Get Paid Anywhere with Payment Links

Autobooks makes it easy to collect payments beyond traditional invoices. With secure payment links, you can request payment or donations through email, text message, social media, or your website.

This flexibility is ideal for businesses, nonprofits, or organizations that need fast and convenient payment options without requiring customers to log in or download an app. It’s another way Autobooks removes friction from the payment experience.

Sell Products or Services Online

Autobooks helps support simple e-commerce through customizable checkout pages. Whether you’re selling products, event tickets, services, or fundraiser registrations, you can create a dedicated payment page quickly and securely. This allows small businesses to expand their reach and offer a straightforward way to complete purchases, without investing in complex e-commerce software.

Simplify Small Business Accounting & Reporting for Tax Season

Keeping accurate records is essential for tracking performance and preparing for tax season. With Autobooks Accounting Edition, small business owners can track income and expenses, generate reports like Profit and Loss statements, and stay organized year-round. This built-in visibility into your financial activity reduces last-minute stress during tax preparation.

Empower Your Team

Autobooks allows you to give trusted employees or team members access to send invoices and collect payments on behalf of the business. By empowering your team with controlled access, you can keep operations moving smoothly while maintaining oversight of payments and transactions—all within Firstrust’s secure banking environment.

Customize Your Brand Experience

Consistency and professionalism matter when interacting with customers. Autobooks lets you customize invoices, estimates, and payment pages with your business name, logo, and colors.

Branded communications reinforce trust, strengthen your reputation, and deliver a more polished experience for your customers, without requiring design expertise or additional tools.

Why Choose Autobooks at Firstrust Bank?

Unlike third-party solutions, Autobooks is built directly into Firstrust’s digital banking platform, meaning:

• Funds are deposited straight into your Firstrust account
• No extra logins or software to manage
• Secure, bank-level protection
• Support from a local bank that understands small businesses

Ready to Get Started?

Celebrate Small Business Month by simplifying the way you get paid.

Learn more about Autobooks, explore features, and see how to manage your cashflow at: firstrust.com/autobooks.

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