Maximize Your Time, Minimize Your Burden: Streamlining Small Business Operations with Autobooks

You need your small business to thrive and grow. Your family, employees, and customers are counting on you to succeed. That’s a lot of pressure and it's a burden that few can bear – yet here you are. You are the key to your business’ growth, whatever that may look like. 

But there’s a problem. As hard as it is to admit it, you are a limited resource. You’re unable to divide yourself into the areas of your business that lend to growth because you’re so focused on operations. You have to be. 

So what can be done? Well, let’s think for a moment about what makes you limited. It’s Time, isn’t it? If you had more time you could do more things, be more for more people. 

True…hmm, okay. So how do you save time? 

There are many ways, of course. You could get up earlier, work harder, hire more people…but these all come with their own sacrifices and expenses. 

One time-saving hack we know of is integrating your checking accounts, invoices, customer payments, bookkeeping, and financial reports all in one place from within your Southside Bank online account and mobile app. We partner with a software called Autobooks that fully integrates with our app for easier and faster payment processing and management. 

Autobooks includes everything you need to send invoices and accept digital payments in-app or online, manage cash flow, automate accounting, and generate automated reports. It’s the simplest way for customers to pay you electronically, directly into your Southside Bank account. After opening your checking account, you can enroll in Autobooks in minutes inside online or mobile banking. 

There are a couple of ways for customers to pay you through this service:

1. Send custom invoices directly to customer’s emails.

2. Generate and send a payment form link you can use anywhere.   

After you’ve enrolled in Autobooks, you can save even more time by adding on the optional accounting functionality for an added fee of $15/month. There is no commitment — you can cancel at any time. 

With the accounting feature, every transaction inside your checking account is synced automatically with the Autobooks platform. In addition, you can link accounts and credit cards from other financial institutions to your Autobooks account. This means that every transaction will be accounted for.

With all this time saved, business owners using the Invoicing or Payment Form features by Autobooks tell us it feels like they can breathe again. You can finally start devoting your time to opportunities that contribute to a thriving business.

We want to help your business grow, and Autobooks is a great way to do that. A real, live Autobooks expert is standing by to show you around the platform, answer any questions you have, and help you collect your first payment.

Don't miss out — click here to schedule a personal demo today!