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Online payments and reporting made simple.

Southern First is proud to partner with Autobooks and offer easy-to-use digital payment and accounting services to our business clients directly within Business Online Banking.1

Top-down view of a person sitting cross-legged on a white comforter while browsing their phone and eating orange slices with a book open and a tray with a hot cup of tea in front of them.
Screenshot of invoices in Autobooks.

Send Invoices:

  • Create & send digital invoices that are customized with your business logo and information
  • Allow your customers to easily pay online with credit card, debit card, or electronic bank transfer
  • Get paid directly into your bank account - no need to transfer your money from a third-party app
  • Always know exactly who's paid and who's due
  • Set up recurring invoices so you can automate your invoicing process
  • Watch a video on Sending Invoices with Autobooks

Accept Payments:

  • Accept payments directly within Business Online Banking
  • Share your secure payment form link on invoices, via text, email, your website, or social media
  • Accept payments via credit card, debit card, or electronic bank transfer
  • Customize your payment form with your business logo and colors
  • Watch a video on Accepting a Payment with Autobooks
Someone holding a credit card while submitting an online payment on their laptop.
Image of person looking at reports on a laptop screen.

Accounting & Reporting:

  • View all your transactions in one place
  • Link your external accounts for a holistic view of your finances
  • Automate tedious bookkeeping tasks
  • Customize revenue and expense categories
  • Generate a variety of financial reports

See How it Works: Send Yourself an Invoice

See how easy it is to receive an invoice and make a payment with Autobooks. Send yourself a test invoice now!2

Want to see the quickest ways to use Autobooks? Schedule a meeting with an Autobooks representative below.

Questions? Call us at 877-679-9646 or click here to find your banker.

1 Must have a Southern First business checking account and be enrolled in Business Online Banking to use Autobooks.

2 The content above may direct users to a third-party website. Our privacy and security policies do not apply to sites not controlled by Southern First. Please refer to our External Link Policy for more information.