Autobooks FAQs

Here are some questions that are frequently asked by members about Autobooks and our payment tools.

What Is Autobooks?

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

Who Is Autobooks For?

Customers must have a business checking account and access to business online banking with WeStreet to enroll in Autobooks.

The following types of businesses are great fits for Autobooks:

• Any business that sends a bill/invoice for its products or services
• Memberships 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 inside of business online 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 in seconds.
• Accept payment by credit card, debit card, and ACH bank transfer.
• 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.

How Do I Sign Up To Try It?

You can enroll inside of business online banking! Just click on an Autobooks tool link, accept our Terms & Conditions, and answer a couple of questions about your business. The entire process takes about a minute. 

Also, 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 a low monthly subscription fee.

Is Autobooks Working With WeStreet? Is This Safe?

Yes! Autobooks has partnered with WeStreet to bring customers the best invoicing, payment processing, and accounting platform available on the market.

In addition, Autobooks exceeds industry standards in security to protect customer information.

Do I Have To Download Any Software To Use Autobooks?

No downloads of any kind are required. The Autobooks feature is completely inside of business online banking.

What Are The Feature Benefits?

Autobooks is built directly into business online banking, so you don’t need multiple logins to various digital tools. And because Autobooks is integrated with your bank account, your payment deposits are automatically matched with your outstanding invoices.

Lastly, our accounting tools are also easy to use and perfect for those that need to track expenses, generate sales tax reports, or provide profit/loss statements to their tax preparer.

Where Can I Learn More?

You can visit westreet.org to learn more about Autobooks.