Upgrade Small Business Banking

Offer small businesses the online tools they need.  Partner with Autobooks to do it effectively.  

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What is the $370 Billion opportunity in Banking?  

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Autobooks helps your financial institution

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Understand SMBs

We spend a lot of time talking with small businesses and researching market trends.  We regularly share insights from ourselves and others.  Build your business case with us. 

   

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Equip SMBs

Small businesses have unique needs.  Consumer features are too basic and commercial functionality is too complex and expensive.  Provide business owners the services they need.    

 

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Engage SMBs

Successfully launching a new product can be difficult.  Our team has built a go-to-market playbook that drives product awareness and adoption.  Meet SMBs in their moment of need.  

 

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First Bank is committed to being the best bank for small businesses, so the decision to add Autobooks was an easy one. 

Everything is extremely accessible from within our online and mobile banking platforms, and it automates a number of otherwise time-consuming, complicated processes for our clients.

Jenna Williams
First Bank - North Carolina

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The Autobooks product is a great addition and complement to our SMB digital banking product suite. A small business can open a Radius business checking account online, download our app and make a payment to a vendor through our Autobooks integration in less than 13 minutes!
 
Simply an incredible experience, thanks in part to our great partnership with Autobooks.  

Chris Tremont
Radius Bank

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We have other treasury management services and ancillary products, but if I had to highlight what makes business membership different at 4Front Credit Union it would absolutely be the Autobooks product.  

Keith Carey
4Front Credit Union

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We were already in the process of adding Autobooks because small businesses should not have to look outside of their financial institution for their financing and accounting needs.

Launching these services as our communities’ small businesses are being forced to close their doors because of COVID-19 is more important than ever.

Michael Bendele
Broadway Bank

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Small businesses rely on predictable cash flow, and now more than ever need tools from their financial institution to help them quickly get paid — such as self-service merchant onboarding to accept online payments and donations. 

We are providing a platform to evolve the traditional business checking account into a modern back-office that emphasizes cash-flow, embedding tools such as customer management, receivables, payables and payment processing.

Joe Chasteen
TCF Bank

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Since we launched Autobooks, we're seeing business owners that had accounts at other financial institutions actually bring their business over to Community Choice Credit Union.  

For existing members that had accounts with us, we've been able to leverage Autobooks to become their primary financial institution.  

Dan Munro
Community Choice Credit Union

Technology partners and integrations

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Build your business case for small business banking

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#SmallBusinessObsessed

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"The Autobooks Payment Form is extremely easy to use for me and my customers! I simply email the link for credit card payment with my invoice. They (or I) can enter their credit card information securely. The money is deposited into my checking.”

Peter Frontiera
Patriot Power Fluid

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"Autobooks makes it simpler for church members to give, and it's easier for our record keeping, too. To have one software, one system, all in one place, streamlines the payment process for all involved."

Elias Garman
Mill Creek Community Church

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"Autobooks allows us to quickly collect payment from customers after a class. This is a wonderful addition to Autobooks that I have been looking forward to — less paperwork and less checks lying around is fantastic!"

Giovanni Caponi
First Response Training

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"The Autobooks Payment Form is extremely easy to use for me and my customers! I simply email the link for credit card payment with my invoice. They (or I) can enter their credit card information securely. The money is deposited into my checking.”

Peter Frontiera
Patriot Fluid Power

lightblue_quote

"Autobooks makes it simpler for church members to give, and it's easier for our record keeping, too. To have one software, one system, all in one place, streamlines the payment process for all involved."

Elias Garman
Mill Creek Community Church

lightblue_quote

"Autobooks allows us to quickly collect payment from customers after a class. This is a wonderful addition to Autobooks that I have been looking forward to — less paperwork and less checks lying around is fantastic!"

Giovanni Caponi
First Response Training