Autobooks: Its Role in Small Business Finance

Managing finances is one of the most time-consuming aspects of running a small business. From invoicing clients to tracking payments and reconciling accounts, these tasks can quickly become overwhelming—especially for business owners who don’t have dedicated accounting support. That’s where tools like Autobooks come in. 

What is Autobooks? 

Autobooks is a financial management tool designed to help small businesses streamline invoicing, payment collection, and basic accounting—all within their existing online banking platform. Offered through banks and credit unions, Autobooks integrates directly into business online banking platforms, eliminating the need for separate software or multiple logins. 

Why Autobooks matters for small businesses 

Instead of juggling spreadsheets or third-party apps, Autobooks allows business owners to manage everything from one dashboard. This means faster payments, fewer missed invoices, and better visibility into cash flow—all without leaving your banking environment. 

Core features 

1. Professional invoicing 

• Create and send invoices electronically or print physical copies in seconds. 
• Customize invoices with due dates, personalized notes, and branding for a professional look. 
• Track which customers have paid and how much, reducing the risk of missed payments. 

2. Flexible payment options 

• Accept credit cards, debit cards, ACH transfers, and even mailed-in checks—all directly through the invoice. 
• Customers can pay quickly and securely, improving your cash flow. 
• Competitive processing fees for card payments and ACH transfers. 

3. Recurring billing 

• Automate recurring invoices for subscription-based businesses or ongoing services. 
• Save time and ensure consistent revenue collection without manual follow-ups. 

4. Cash flow dashboard 

• Access real-time insights into income and expenses. 
• Monitor trends and make informed decisions to maintain healthy cash flow. 

5. Reporting and accounting tools 

• Generate balance sheets, income statements, and customer aging reports with a click. 
• Simplify tax preparation and support strategic financial planning. 
• Upgrade to extended services to unlock advanced accounting and budgeting tools. 
• How Autobooks compares 

Unlike QuickBooks, Autobooks is built directly into business online banking, so there’s no need for multiple logins or separate software. It’s designed for small business owners—not accountants—making it simple and intuitive while still offering powerful functionality. 

Autobooks at General Electric Credit Union (GECU) 

GECU business members can use Autobooks seamlessly within our Business Online Banking platform, eliminating the need for third-party apps. Business members with a GECU Business Checking account can enroll in Autobooks directly through this dashboard. We provide two service tiers—Basic and Extended Services—so businesses can choose the level of functionality that fits their needs. 

If you're interested in learning more or unsure which tools are right for your business, reach out to our Business Services team. A representative can help match you with the accounts, features, and resources—including Autobooks—that best support your goals.