Skip to main content
_FB_2018-Icons-finalized-cleaned-up_new_FB_2018-Icons-finalized-cleaned-up_newGroup 9
Back
Scroll to top

Business Owners: Put Automation to Work for You


A year ago today, Ann was a totally different entrepreneur.

Her title might have been Owner of Little Genius Tutoring, but her to-do list didn’t quite match. She was trying frantically to keep all her students and parents happy, while also juggling the following tasks:

  • Drafting invoices in Word and mailing them to clients—sometimes twice, when a parent would forget to send payment.
  • Trying out various accounting programs and software but getting frustrated and reverting back to a spreadsheet to track her income.
  • Digging through piles of checks and receipts every month to figure out which clients had paid and who was overdue.

It soon became clear that Ann was actually wearing the hats of Client Services, Billing Manager, Systems Manager, and Bookkeeper.

Her tutoring business was staying afloat, but she was working tons of extra hours just to make ends meet.

Does this sound like a familiar story?

Automation at Work

Fast forward to today: Ann’s to-do list is much shorter, and she’s gained back valuable time in her day.

She spends most of her workweek doing what she loves — helping her students — and just a fraction of her time collecting and tracking payments.

What changed in the last year? Ann found Autobooks: the only way to collect electronic payments that’s plugged right into her First Bank business checking account.

Now clients pay her through Autobooks — instead of by cash or check. And the best part? Parents can pay from their phone or computer, at whatever time of day is convenient for them, while also using whatever payment method they prefer: a credit card or check (debit from their checking account).

When Ann signs into her business checking account, she has an instantaneous view of who’s paid in full and who still owes money. If a parent’s payment is late, Ann can send an automatic email reminder—no phone tag and no printing out another invoice.

Ready to get started to see if Autobooks can help you save time too? Sign up for a free demo, stop by your local branch, or contact Business Support. You could be receiving electronic payments before the end of the day.

Trending Topics

Wondering Where to Get Mobile Merchant Services?

Wondering where to get mobile merchant services for your business? First Bank can help you with all of your business needs, including in-store and mobile merchant services such as payment processing, reporting, and check...

Get the Best Checking Accounts from First Bank in Wilmington, NC

If you are looking for some of the best checking accounts in Wilmington, NC, you are in the right place. With several convenient locations in Wilmington, each offering six types of checking accounts,...

Best Savings Account – Wilmington, NC

On The Simple Dollar’s list of tips for saving money, number one is switching your savings account to a bank that respects you. They maintain that you shouldn’t be spending your money on monthly maintenance...

Creating a Competitive Employee Benefits Plan

Employee benefits plans are an important part of any business owner’s company structure. Part of attracting and retaining talented employees is offering them a competitive benefits package. Some benefits are required...

Best Savings Account Rates In Florence, SC

If you want to save money, there are plenty of ways to do it. You can put your money into an IRA, CD, the stock market, or other financial tool. However, you can also put your money into a simple savings account. With...

Student Checking Account Asheville NC

First Bank in Asheville, NC, makes it easy for students to manage their funds with Campus Checking, our student checking account. Campus Checking is open to all qualified and currently enrolled undergraduate or graduate...

4 Questions to Ask When Searching for the Best Savings Account in Florence, SC

If you’re looking for the best savings account in Florence, SC—look no further than your local First Bank. Florence South Carolina, dubbed an All American City by the National Civic League is home to two great...

Open a Free Student Checking Account with First Bank

If you are thinking about opening a checking account while in college, you may be wondering what a no fee student checking account is, and where you can get one. Unexpected expenses can put stress on you financially and...

Hassle-Free Savings Account in Asheville, NC

The only thing most people want in a savings account is a safe place to keep their money without being hassled by annoying fees or bothersome requirements. At First Bank in Asheville, North Carolina, you can enjoy the...

How Much Should You Have In Savings at Age 25?

If you’re wondering how much you should have in savings by the time you’re 25, you’re already on the right track. At an age where financial independence becomes increasingly more important, how much you...