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

High Interest Checking Accounts In Albemarle, NC

It was not far from Albemarle, NC where in 1799 the 17-pound hunk of gold was found that sparked America’s first gold rush. While you may not strike it rich mining for gold, a high-interest checking account from...

Calculate your Balance Transfer

If your current credit card isn’t meeting all of your needs, consider switching to a First Bank credit card. First Bank now offers the option to transfer your balance from your current credit cards to a First Bank...

Where to Get 15-Year Mortgage Rates

If you’re ready to buy a home, you’re probably wondering where to get 15-year mortgage rates, or you may just be wondering what a mortgage is. First Bank will go over your options with you and help you...

Essential Homeowner’s Insurance

Life has the ability to catch us off-guard with unanticipated and costly expenses, such as house damage from a fallen tree or basement pipes bursting during the winter season. That’s why homeowner’s insurance...

Use Convenient Mobile Banking Options in South Carolina

First Bank offers mobile banking for residents in South Carolina to easily access their accounts on their iPhone and Android device. Now no matter where you are, you can transfer funds, check your balance, or find your...

Highest Yield Savings Account – Asheboro, NC

For customers who do not need immediate access to their funds, a Certificate of Deposit, or CD, is one of the highest yield savings accounts offered at First Bank in Asheboro, NC. The Wall Street Journal defines CDs as...

Best Personal Loans – Florence, SC

What makes for the best personal loan in Florence, SC? Interest rates and other terms aside, it all boils down to which personal loan is best for you. In Florence, SC, First Bank offers a number of different ways to...

Do You Need Help Financing Your Wedding? First Bank Can Help!

A wedding is a beautiful day filled with love and commitment. Many consider it the biggest day of their lives. It’s a day you’ll spend months planning for and the rest of your life remembering. It’s also...

What Do I Need to Open a Checking Account?

What do you need to open a checking account? It can vary a little from bank to bank but there are typically some fundamental necessities needed to open a checking account. First Bank has five levels of checking accounts,...

Need Help Financing a Wedding in North Carolina?

If you need help financing a wedding in North Carolina, just seek out one of 100+ First Bank locations scattered from Asheville to Kill Devil Hills. We offer a variety of loans that can help you finance the wedding of...