Autobooks
Business banking made brighter
At Jovia, we know that having a business means things can get pretty busy. With Autobooks, Jovia can help make managing cashflow and keeping track of payments easier. With just a few clicks, your business can send invoices, schedule recurring invoices, and receive card and ACH payments directly into your Jovia checking account free of charge.
Plus, once you’re enrolled in Autobooks, you'll have access to upgrade to additional features like accounting functionality.
Easy Invoicing
Send custom invoices in a snap
Create a professional invoice with your logo and colors in just a few minutes. And, you can set up recurring invoices to automate your process. Plus, automatically add late fees for past due invoices.
That's not all! Quickly see who opened your invoices, who made a payment and who still owes you money. All payments are listed chronologically, with the most recent at the top. Filter the list to find specific payments. Generate a spreadsheet if you need it, and export with one click.
Secure Payments
Get paid quickly
In just a few clicks, your customers can pay you with their debit card, credit card or an electronic bank transfer.
When you enroll, you’re assigned your own unique URL to a secure payment form. This link can be shared by text (SMS) and email, or added to any web page or social media profile. You'll also have access to a reusable QR code inside online and mobile banking for quick payments.
The best part? Payments are deposited directly into your business checking account within two business days. No need to transfer your money from external payment acceptance apps.
Accounting and Reporting
Upgrade for full financial management
For a monthly fee, you can upgrade your Autobooks account and add on accounting and reporting functionality. With this upgrade, you'll have access to:
- Real‑world accounting tools to prioritize simplicity. Keep track of your business directly inside online banking and mobile banking. Stop having to rely on pen and paper, spreadsheets, or overly complex accounting software.
- Automated reporting to keep everything up to date. When you get paid or pay a bill, let Autobooks update your business reports automatically. Also get profit and loss reporting that tracks your income and expenses, balance sheet, and more.
- Cash flow management to track incoming and outgoing. Track your account balance right alongside your incoming and outgoing payment information. Includes scheduled payments, coming due, and past due payments.
- Business bill pay to keep expenses top of mind. All bills managed in one place: create, track, and schedule. Users can create a list of vendors, then simply set up and schedule payments and track who they've paid and who’s coming up.
Have a question?
Enrolling in Autobooks is subject to their terms and conditions. Fees may be assessed per your agreement with Autobooks.