Small Business Banking Products & Services

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

Business customers must have a business checking account and access to business internet banking to enroll in Autobooks. The following types of businesses are great fits for Autobooks:
• Any business that sends a bill/invoice for its product or service
• Service based businesses
• Non-profits seeking to collect donations online

Autobooks is a complete set of financial tools inside of CBNA’s internet banking. Run your business from one place, without the need to pay for other software. Work smart and have more time to do what you love. With Autobooks, you can:
• Create professional invoices electronically or physically in seconds
• Accept payment by credit card, debit card, ACH transfer, and mailed in check, all directly on the invoices you send
• Keep track of which customer has paid, and how much
• Generate reports like balance sheets, income statements, and customer aging reports at the click of a button

Yes! Visit https://vimeo.com/channels/howtoautobooks

Absolutely! The Autobooks team is here to help. Autobooks will even import your customers, outstanding invoices, vendors and products for you!
You can:
• Book a free one on one session using the booking tool at https://cbna.com/autobooks
• Contact the Autobooks team at Support@autobooks.co
Call between 9am and 6pm Eastern time at 866.617.3122

You can enroll inside of internet banking or alternatively you can book a demo at https://cbna.com/autobooks. You can also contact the Autobooks team at Support@autobooks.co.

Yes! Autobooks has partnered with CBNA to bring business customers the best invoicing and accounting platform available on the market. Autobooks exceeds industry standard security to protect customer information.

No downloads of any kind are required. Autobooks lives completely inside of CBNA’s online banking. If you don’t have access to Autobooks within online banking, reach out to your CBNA team at cashmanagement@cbna.com, to get set up.

Autobooks costs $9.99 per month with the first 90 days free. Autobooks charges a 2.89% fee to accept credit cards, 1% for ACH transactions, and 1.99% (capped at $10) mailed in checks. That’s right, with Autobooks, customers can mail checks directly to your CBNA account!

Autobooks is built directly into CBNA’s internet banking, so you don’t need multiple logins. Additionally, Autobooks is designed with small business owners in mind, not accountants, so it’s streamlined to focus on receivables, payables, and cashflow, while providing a fully functional accounting tool in the background.

Autobooks is an equally powerful business accounting system that keeps everything securely in one place: inside your current online business account. Plus, Autobooks is free for the first 3 months, then the monthly fee is just $9.99/per month – and it’s only 2.89% to accept all major credit cards, which is just about the cheapest rate you’ll find anywhere.

Yes, it does. Autobooks is a simple way to keep your business accounting organized. We’re built for business owners, not accountants, and we’d be more than happy to help you import your QuickBooks data so you can see the difference for yourself…and no, we do not charge extra for this service. That said, some businesses choose to add Autobooks on top of their existing systems, and simply utilize Autobooks for its invoicing and payments functionality.

You can visit https://cbna.com/autobooks for more information or to book a demo.

Alternatively, feel free to email the Autobooks team any time at Support@Autobooks.co or call them between 9am and 6pm Eastern time at 866.617.3122.