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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.

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