Easy invoicing and payments, all seamlessly integrated and available within online and mobile banking.

We’ve partnered with Autobooks—a flexible payment and accounting services platform designed for freelancers, side-hustles, micro-enterprises and small businesses. With Autobooks, you can receive payments online, send invoices, manage cash flow, automate accounting and more. We’re excited to show you how it can help you more easily manage your business finances.

Send a professional invoice and get paid — all in the same place.

Secure payment form accessed via a unique URL

When you enroll, you’re assigned your own unique URL to a secure payment form. This link can be shared by text (SMS) and email, or added to any web page or social media profile.

Detailed payment/donation history readily available

Payments are listed chronologically, with the most recent at the top. Filter the list to find specific payments. Generate a spreadsheet if you need it, and export with one click.

Seamless Integration with Business Online Banking

Forget having another login to remember! Autobooks is already integrated inside of Business Online Banking. Immediately, you can:

  • Easily set up businesses or customers to invoice.
  • Add accounts from other financial institutions.
  • Keep tabs on total cash accounts and cash flow in real time.
  • View recent payment activity.
  • Send customized invoices from the dashboard.

How do I get started?

It’s simple! Log into Business Online Banking and go to the “Account Services” tab in the top navigation menu, then select “Send Invoices and Accept Payments.”

Have questions?

You can contact our Business Services Team or a Market Manager at one of our locations. You can also contact Autobooks directly at their Customer Support Center, emailing them at support@autobooks.co or by phone at (866) 617-3122.

*Monthly fees and transaction processing fees will apply for the accounting and reporting components for Autobooks. Please contact a Banker for more details.

If you answer "YES" to any of these questions, Autobooks might be a good fit for you. 

1. Do you send invoices to customers or provide potential customers estimates for your services?

2. Are you looking for ways to accept electronic payments?

3. Are you looking for payment and expense tracking solutions?

4. Are you a non-profit organization, social or booster club?

5. Are you a freelancer or consultant?

6. Do you own a small business that does not require the use of a POS system such as a daycare or tutoring service?

Details

Send customized electronic invoices and estimates

Create a professional‑looking invoice with your business logo and colors in just a few minutes. Your financial institution’s logo is included at the bottom for added credibility. With your Payment Form, you’ll be able to share your link everywhere you communicate with customers – on invoices, via text message, email, your website and more.

Wide range of digital payment options

Let customers easily pay you online with any major credit card (including American Express®), debit card, or via ACH electronic bank transfer.

All payments deposited into your checking account

Get paid directly into your checking account within two business days — no need to transfer your money from external payment acceptance apps.

Easy invoice automation and tracking

Always know exactly who’s paid and who’s due. Set up recurring invoices so you can automate your process and automatically add late fees for past due invoices.

FAQs

What is Autobooks?

Autobooks is a payments and accounting product suite designed for small and micro-businesses available with Ixonia Bank Business Mobile and Online Banking. The solution bundles essential back-office tools into a single, easy to use interface that includes invoicing, payments and accounting.

Do I have to download any software to use Autobooks?

No, there is no need to download any kind of software. Autobooks is completely integrated in Ixonia Bank Business Mobile and Online Banking.

How much does Autobooks cost?

Autobooks is complimentary to Ixonia Bank clients. For a $9.99 monthly fee, you can access Accounting and Reporting capabilities right in your Autobooks account. Features include: View and categorize your bank account transactions to track expenses, sync additional account transactions to access all your business expenses in one place, a budgeting tool to keep spending on track, robust financial reports that can be exported and shared as needed or for tax time.

View More FAQ's

Let us show you the easy ways to use Autobooks.

Schedule an appointment with a Banker at any of our locations.

Contact Us