InFirst Bank Business Digital Banking Guide

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Autobooks Overview

Autobooks allows you to create and send invoices, as well as accept online payments directly into your InFirst Bank checking account and automate bookkeeping tasks through InFirst Bank’s digital banking platform. Autobooks: • Replaces multiple cashflow management tools with an all-in-one solution • Delivers consumer payments directly into your existing accounts • Offers basic accounting and reporting functionality for added convenience • Accelerates payments through custom invoices and reminder automation Applying for Autobooks: • To access autobooks, in the View Accounts tab click the Invoice button. • When you first access Autobooks you will need to enter additional information about your business. • After submission, the request will be reviewed by the Autobooks team for approval.

• Approval must be received prior to service activation. • If you have questions, contact us at 800-349-2814.

Autobooks: Overview