Business Products

Autobooks for Business Banking: What It Is & Why You’ll Want It

April 24, 2025

Running a business means wearing a lot of hats—especially when it comes to managing your finances. Between sending invoices, tracking down payments, and keeping up with bookkeeping, it’s easy for the financial side of your business to eat up your time and energy.

That’s where Autobooks comes in. If you’re a business owner looking for a simpler way to manage your money, get paid faster, and keep your books in order—all from one place—you’ll want to keep reading.

Here’s everything you need to know about Autobooks and why it’s a game-changer.

What Is Autobooks?

Autobooks is a digital tool built right into your online banking dashboard. It allows small business owners to:

• Send invoices
• Accept customer payments
• Manage cash flow
• Track expenses
• Run financial reports

All without needing to log into separate software, chase paper checks, or juggle apps that don’t talk to each other.

And the best part? At Peoples Savings Bank, Autobooks is already integrated into your business checking account.

What You Can Do with Autobooks at PSB

1. Send Professional Invoices

Create and send customized invoices in just a few clicks—right from online or mobile banking. No more clunky Word docs or printing and mailing.

2. Accept Payments Faster

Customers can pay directly from the invoice using a debit card, credit card, or ACH bank transfer.

Even better? You can now accept contactless payments on your iPhone using the PSB mobile app with Autobooks + Tap to Pay. No extra hardware required.

3. Track It All Automatically

Autobooks keeps track of who paid what and when. That means less time reconciling and more time doing what you do best.

4. View Easy Financial Reports

Generate simple reports like profit and loss, balance sheets, and more. It’s perfect for seeing where your business stands without needing an accounting degree.

Why Business Owners Love Autobooks

Here’s what makes Autobooks such a powerful tool for small business owners:

It’s All-in-One

You don’t need separate software for invoicing, payments, and accounting. Autobooks does it all in one place—your bank.

You Get Paid Faster

Digital invoices and multiple payment options mean your customers have no excuse to delay payment.

It’s Easy to Use

You don’t need to be a tech expert. The interface is user-friendly and built with small businesses in mind.

It Saves You Time

Everything updates in real time, and since it’s tied directly to your PSB account, there’s no need to sync with other systems.

How Autobooks Compares to Other Tools

You might be thinking, “I already use a payment processor or accounting software.” So what makes Autobooks better?

How to Get Started with Autobooks at PSB

It’s seriously easy to get started—here’s how:

1. Log into online or mobile banking
2. Click “Send an Invoice”
3. Set up your Autobooks profile
4. Start invoicing and getting paid

No downloads, no complicated setup. And if you need help, the friendly PSB team is here to walk you through it.

Local Banking with Tools That Work for You

At Peoples Savings Bank, we’re always looking for ways to make life easier for our local business customers. Autobooks is one of the best tools we offer—it’s convenient, cost-effective, and backed by our local service and support.

Whether you’re a solopreneur, freelancer, contractor, or small business owner, Autobooks gives you everything you need to run your business efficiently—all inside your PSB account.

Ready to Simplify Your Business Finances?

If you’re ready to ditch the spreadsheets, streamline your invoicing, and get paid faster, give Autobooks a try.

Already a PSB customer? Log into your business online banking to get started today.

New to PSB? Let’s talk about how we can help your business grow—visit our Autobooks page or stop by your local branch.

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