Alkami + Autobooks

Upgrade small business banking and stay ahead of the competition.

Offer your small businesses an easy way to send digital invoices, get paid, and manage
finances directly from your Alkami-powered online and mobile banking channels.

Get started now Access resources

Upgrade small business banking

Digital banking tools for small businesses — program reporting and services for financial institutions

Autobooks Enterprise

Autobooks makes it simple for your financial institution to launch and manage an upgraded small business banking experience.

Grow your small business portfolio through data-driven insights and additional customer service features. Autobooks Enterprise includes all features and services offered in Autobooks Embedded.


Customer Features

 Invoicing
 Payment Acceptance
  Accounting
 Reporting
 Cash Flow Management

Financial Institution Back Office

  Customer Reporting
 Payment Acceptance
 Support Ticket Management
 Knowledge Base
 Customize Reporting 
 Customize Dashboards
 Referral Management System
 Unlimited Admin Users

Marketing
& Training

  Access to Launch Sprints
 Pre-build Marketing Campaigns
 Launch Training Videos
 Knowledge Base
 Assigned Implementation Specialist
 Training Video Library
 Embeddable LMS Modules

Interested in a demo or pricing?  Contact Us

Four steps to a successful program


Offering integrated invoicing and online payment acceptance to your customers is a straightforward affair — thanks to the resources found here. Just follow the four steps below to ensure your Autobooks program is successful.  

Step 1: Prepare to go live


1.1
Request access

Interested in Autobooks Enterprise?

Contact Us

Contact your representative at Alkami to get set up with the correct access and data sharing through your partnership.

Next, complete and submit the Autobooks forms below:

Complete the Operational Form
We need to know who to contact to best serve your team moving forward. This includes assigning your first team member with admin access to the Autobooks Hub, a tool that provides reporting to best serve your customers and successfully manage your program.

Operational Form

Complete the Implementation Form
Provide the technical details we need to set up your account.

Implementation Form

1.2
Learn about Autobooks features & tools

Autobooks Feature Demos
A catalog of the most commonly used features of the Autobooks product suite.  

Watch Now

Autobooks Hub
Our data-driven platform is crucial to maintain a successful program. Easily track Autobooks usage, ROI, and third-party competitor activity inside your financial institution.

Learn more

1.3
Join our next Launch Workshop

Set your institution up for success

Along with the live, one-hour sessions, all attendees will receive ongoing support and resources — including scheduled office hours, step-by-step coaching and resources to get your program started right, promotional marketing materials, and more.

Autobooks Launch Workshop
Complete a launch with as little as two hours of commitment a week

Join the waitlist/register

1.4
Notify and Train your internal team

Send your team to attend a live training we facilitate, or if you prefer to train your team internally, we provide all the resources to download and use.

Autobooks Training Resources
Webinars, reference materials, internal go-to-market collateral, and more are all available on our training page. 

Autobooks Training Resources

Step 2: Configure & Test


2.1

Alkami will embed and automate the technology to launch, so moving forward will be simple for your financial institution.

Partner Success Center
Visit to get answers to frequently asked questions. 

Partner Success Center

Step 3: Announce Your Launch


3.1 
Market the new tool to your customers

Once you're live, marketing to your small business customers is key to drive feature awareness, engagement, and activation. We built free, proven marketing materials for your financial institution to use.

Marketing Kit: Autobooks Launch Announcement 
Prepare a marketing campaign to announce the availability of Autobooks to your customers so they know about their new digital banking tool — and how to use it.

Get Started

3.2
Plan for on-going campaigns

Financial institutions that see the best results execute ongoing marketing campaigns to drive awareness.

We've made it easy for you to download kits and resources that can be leveraged based on your specific needs. Feel free to follow our yearly marketing calendar or simply create your own campaign.

Autobooks Annual Marketing Calendar
Our annual marketing calendar is organized by quarters, to make it easier to organize a campaign at your financial institution. Please note that some campaigns are tied to seasonal events and Holidays, and may span multiple months.

View Now

Additional Go-to-Market Resources 
Access evergreen marketing assets, videos, templates & campaigns to plug into your existing marketing initiatives.

View Now

Step 4: Manage Your Program


4.1
Access the Autobooks Hub & Stay Up-to-Date

Autobooks Hub
Log into the Autobooks Hub regularly to monitor the activity of your program. This allows you to measure success, identify new targets, and fine tune how you're talking to your small business customers that will benefit from online payment and digital invoice functions. 

Autobooks Hub

Autobooks Product Updates 
Visit to learn about the latest product enhancements from the Autobooks team. We also include small business feedback and data insights that influenced each update.

Learn More

Hear from other financial institutions that have made small business banking better.