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woman sitting at table doing invoicing in autobooks on her laptop

Autobooks

Easily Manage Your Invoicing and Bookkeeping Needs

At WesBanco, we know that small businesses operate from anywhere. The ability to operate effectively at your own pace, without being bogged down by third-party tools, is crucial to continued success.

By enrolling in our Business Online Banking — CashFlow Connect — you will have access to sign up for Autobooks, which together allows you to easily send invoices and receive payments at your convenience.

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What is Autobooks?

Autobooks is an online accounting solution designed specifically for small business owners that don’t have time for complicated systems.

  • Send electronic invoices and estimates
  • Invoice payments and automated tracking
  • Bookkeeping for small business
  • Integrated transaction categorization
  • Get paid faster with multiple payment options
  • Link your external accounts
  • Live support to help you every step of the way

Send a Professional Invoice Right to Your Customer’s Inbox

CashFlow Connect Dashboard

Autobooks allows you to create and send a great-looking invoice in minutes.

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. You can also customize your payment form with your business logos and color for a professional way to accept payments.

Payments Go Right into Your Business Checking Account

In just a few clicks, your customers pay you with their debit card, credit card or an electronic bank transfer. Payments are deposited directly into your business checking account, with no lockup period with a third-party app. Customers can even set up recurring payments so you have the reassurance of consistent cash flow every month.

Always Know Your Payment Activity

Quickly see who received your invoices, who made a payment and who still owes you money. You can also access more detailed reports, such as Balance Sheets or General Ledgers.

Two Ways to Enjoy Autobooks

Option 1  Option 2
  • No monthly fee
  • Accept payments and issue invoices
  • Typical payment processing fees apply
  • $9.99 per month
  • Full payables, accounting, and reporting package and capabilities
  • Accept payments and issue invoices
  • Typical payment processing fees apply

To start accepting payments, log into your WesBanco CashFlow Connect business online banking and click the ‘Accept a Payment’ link on the dashboard.

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