Alkami + Autobooks

The connected small business experience, inside Alkami

Autobooks brings receivables, payables, accounting, and lending together inside your Alkami-powered digital banking.

Autobooks Partnership Model Implementation Resources Meet with Our Team

Autobooks Packages 

Packages that evolve your small business strategy

Start with what fits your strategy today and expand as the value proves itself. Each package builds on the last.

Basic

Invoicing and payment acceptance inside digital banking

Plus

Advanced payments, Tap to Pay on iPhone, and working capital

Pro

The full connected solution: receivables, payables, accounting, lending, and Autobooks Hub

Smart Checking

Autobooks Pro aligned to your business checking strategy

Four steps to a successful program

Everything you need to launch and manage your Autobooks program.

Step 1: Prepare to go live

Request Access

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

Operational Form

Assign your team contacts and Hub admin access.

Operational Form

Implementation Form

Provide technical details for account setup.

Implementation Form

Capability Demos

Watch walkthroughs of the most commonly used Autobooks capabilities.

Watch Now

Autobooks Hub

Track usage, ROI, and third-party competitor activity.

Learn more

Launch Workshop

Live sessions plus ongoing coaching and resources.

Join the waitlist/register

Training Resources

Webinars, reference materials, and internal go-to-market collateral.

Autobooks Training Resources

Step 2: Configure & Test

Testing Guide

Configure a test user and explore invoicing, payment links, Tap to Pay on iPhone, and accounting.

Testing Guide

Partner Success Center

Answers to frequently asked questions.

Partner Success Center

Step 3: Announce Your Launch

Marketing drives awareness, engagement, and activation. Free marketing materials are ready to use.

Launch Announcement Kit

Campaign materials to announce Autobooks to your customers.

Get Started

Annual Marketing Calendar

Quarterly campaign plan with seasonal tie-ins.

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Go-to-Market Resources

Evergreen marketing assets, videos, templates, and campaigns.

View Now

Step 4: Manage Your Program

Autobooks Hub

Monitor program activity, measure success, and identify opportunities.

Autobooks Hub

Product Updates

Latest enhancements, small business feedback, and data insights.

Learn More