To enhance INB’s digital banking experience for small and micro businesses, we’re introducing Autobooks, a top-tier invoice and payment acceptance platform, now available as part of our digital banking services. And it's already making a difference, even without active promotion. “We already have three active users without actively selling the product,” shares Nathan Van Zele, INB’s expert on digital banking solutions. “That just goes to show the need for these kinds of tools in today’s market.”
With Autobooks, small businesses can now manage payments and cash flow in a whole new way, receiving online payments directly within their INB digital banking environment.
Why Autobooks?
What makes Autobooks so special for INB’s clients? Nathan says the “seamless integration” within our existing digital banking system is key. “CSI (INB’s core banking partner) worked with Autobooks to make it easier for our customers to use this small business banking tool from their existing digital banking access,” he explains. This integration means there’s no additional website or login. “It’s all right there in their banking platform, making it simple and straightforward to track payments,” Nathan adds.
Autobooks is tailored specifically for the needs of small business owners and nonprofits, providing features that simplify financial management. Clients can create and send professional invoices, schedule recurring billing, and accept card and ACH payments that deposit directly into their INB checking accounts. Nathan points out, “The ability to send a professional invoice and receive electronic payments without needing an ACH processor or card merchant contract can make a big impact for small business owners.”
Fast and Easy Setup
Once clients opt in, Autobooks will often show up in their digital banking experience within 15 minutes. “For most clients, setup is quick,” Nathan confirms, “although it might take up to a day or two if there’s a need for manual review.” This rapid onboarding means clients can start leveraging Autobooks’ powerful tools almost immediately.
Key Feature: Seamless integration
Nathan emphasizes Autobooks’ value in streamlining tasks that previously might have required multiple tools or service providers. “There’s no need to set up additional security or have a separate payment processor,” he explains. Autobooks handles it all, making it easier for business owners to focus on their core operations rather than administrative tasks.”
Another feature Nathan is excited about is the customizable payment link. “Small businesses can embed a payment link on their website or use a QR code for quick, easy payments. They can even set up recurring invoices that send automatically,” he notes. These functionalities allow businesses to present a polished, professional image while also simplifying how they receive payments.
Strong Support and Security
At INB, security is paramount, and Nathan assures clients that Autobooks delivers on this front. “Since everything is integrated within our digital banking experience, there’s no separate login or website. Autobooks handles all the payment processing securely,” he shares. And should any questions arise, INB’s retail staff are fully trained, with Autobooks’ dedicated support team also on standby to assist.
A Tool Built for the Future
Looking ahead, Nathan sees Autobooks as an innovative addition that enhances our entire digital banking lineup. "This platform is a big help for our customers, especially those small businesses looking for low-cost ways to manage payments and invoices,” he says. As our Treasury Sales team reaches out to clients, Nathan expects many will find Autobooks to be a perfect fit for their needs.
Experience the Autobooks Difference
INB’s partnership with Autobooks means our clients have access to an array of digital tools that go beyond invoicing. From cash flow management to financial reporting, Autobooks offers everything small business owners need to manage their finances easily. “It’s all about helping our business community grow,” Nathan shares, “so they can spend less time on the back-office work and more time building their businesses.”
This new partnership underscores INB’s commitment to innovation and to meeting the evolving needs of our business clients. We’re excited to see how Autobooks continues to empower small businesses, helping them manage their cash flow, simplify financial tracking, and focus on growth.
Visit our Autobooks page or contact the Treasury Services Support Team at 217-747-8636 to learn more about Autobooks.