What Is Accounting and Invoicing by Autobooks?

Autobooks is an all-in-one tool for small business owners, freelancers, and service-based professionals who want a better way to get paid and keep their finances organized. It lives inside your Online and Mobile Banking with 1st Source Bank, so you don’t have to jump between systems.

Here’s what you can do:

  • Send digital invoices with your branding
  • Accept credit cards, debit cards, ACH payments, and tap-to-pay on iPhone
  • Track cash flow and automate your bookkeeping
  • Get paid faster, with deposits going directly into your 1st Source Bank account

Who Is It For?

Autobooks was made for:

Small Business Owners – Automate the financial side so you can focus on running your business.

Freelancers & Contractors – No credit card terminal? No problem. Accept payments via iPhone or a simple link.

Retailers & Service Providers – Take in-person payments, sell online, and track everything in one place.

Send Professional Invoices in Minutes

Say goodbye to chasing paper invoices. With Autobooks, you can create and send digital invoices right from your phone or laptop. Add your logo, list your services, and send it straight to your customer’s inbox.

  • Set up recurring invoices
  • Add automated payment reminders
  • Track what’s paid, pending, or overdue in real time

And when the payment comes in? It lands right in your business checking account.

Flexible, Fast Payment Options

Whether you’re on-site, online, or on the move, Accounting and Invoicing by Autobooks gives your customers easy ways to pay you.

Payment Links & QR Codes

  • Shareable by text, email, or even social media
  • Perfect for one-time payments, subscriptions, or donations

Tap to Pay on iPhone

  • Accept contactless payments with just your iPhone—no extra hardware needed
  • Great for events, markets, or mobile businesses

Checkout Pages

  • Create custom online checkout pages without a website
  • Set pricing, descriptions, and get paid instantly

Save Time. Stay Secure.

Accounting and Invoicing is built directly into your 1st Source Bank account. That means:

  • No third-party apps to manage
  • Bank-level encryption and fraud protection
  • Fewer logins, fewer moving parts, more peace of mind
  • Payments go straight into your 1st Source Bank account
  • No middleman, no delays, fewer fees

You can run your business with confidence, knowing your tools are backed by the bank you trust.

Keep Your Books Clean Without Extra Work

Tired of spreadsheets and manual entries? For an additional fee1, Autobooks will automatically categorize your income and expenses, giving you up-to-date reports that make tax time less stressful.

  • See your cash flow in real time
  • Generate P&L, balance sheet, and expense reports
  • Track sales tax, manage receipts, and export to QuickBooks or CSV
  • Let your accountant or team member access what they need—securely

Everything stays organized without lifting a finger.

1. Accounting features are available for $9.99/month

Get Started

What’s Included:

  • Invoicing
  • Payment links, Tap to Pay, Checkout Pages
  • Payment tracking and direct deposit

Optional Add-On:

  • Full accounting tools: $9.99/month (billed by Autobooks)

How to Activate:

  1. Log in to your 1st Source Bank Online and Mobile Banking
  2. Click “Accounting and Invoicing” from the dashboard menu
  3. Follow the prompts to enroll and start sending invoices

 

Still Have Questions?

Check out our FAQ below or contact your business banker to learn more.

Start sending invoices and accepting payments today—right from your bank account.

A female business owner uses Autobooks on her laptop for invoices and accounting

Frequently Asked Questions