Invoicing and payment acceptance
built into digital banking.
Advanced payment functionality
and working capital
The complete small
business solution
Autobooks Packages
Basic
Invoicing and payment acceptance built into digital banking.
No monthly license fee
5% revenue share on transaction processing.
0 /monthPlus
Advanced payment functionality and working capital
Monthly license fee
10% revenue share on transaction processing and loan origination fees.
0 /monthPro
The complete small business solution
Monthly license fee
15% revenue share on transaction processing, loan origination fees, and monthly SaaS fees paid by the end customer.
0 /monthPro for Business Checking
You own the account and Autobooks powers the technology.Built on Autobooks Pro and aligned to your checking product strategy.0 /month
Basic
Plus
Pro
Pro for Business Checking
Upgrade bill pay.
Grow the relationship.
Upgrade digital banking to offer the tools businesses owners need to get paid and manage their business.
Explore Autobooks Packages — flexible solutions designed to help your financial institution attract, grow, and retain small business relationships. From simple payment tools to full back-office support, choose the right package to meet your goals
Autobooks Basic
Get small businesses up and running with simple tools to send digital invoices and accept online payments from within online and mobile banking.
Includes:
Customer Features
Invoicing
Payment Link
Checkout Pages
Payment Acceptance
Financial Institution Back Office
Customer Reporting
Support Ticket Management
Knowledge Base
Marketing
& Training
Access to Launch Sprints
Pre-build Marketing Campaigns
Launch Training Videos
Knowledge Base
Autobooks Plus
Expand your offering to offer businesses advanced payment acceptance features and access to working capital to improve cash flow.
Includes all Basic features above, plus:
Customer Features
Tap to Pay on iPhone
Real-time Settlement
Autobooks Capital
Financial Institution Back Office
Monthly SFTP for customer data
Marketing
& Training
Assigned Implementation Specialist
Training Video Library
Autobooks Pro
Deliver a fully integrated experience with tools for accounting, financial reporting, and cash flow management. Turning your financial institution into the center of your customers' financial operations.
Includes all Basic and Plus features above, plus:
Customer Features
Autobooks Accounting
Cash Flow Dashboard
Expense Tracking
Financial Reporting
Dashboard Tiles for Online and Mobile Banking
Financial Institution Back Office
Advanced Customer and Payment Reporting
Customizable Reporting Dashboards
Referral management system
Daily SFTP for customer data
Marketing
& Training
Assigned Implementation Specialist
Training Video Library
Schedule time.
See how Autobooks Pro connects bill pay to getting paid, accounting, and lending inside your digital banking.
Here’s what we’ll cover:
- Business bill pay, upgraded. A new interface built for how businesses pay bills, from the account or by card.
- What businesses can do with it. Upgraded bill pay comes with connected tools to get paid, manage cash flow, and access lending.
- How it grows deposits. When business payments run through your digital banking, deposits stay and grow with you.
We’ve made it easy to launch Autobooks.
Many of the leading digital banking providers already offer the Autobooks tools as part of their existing platforms — making it a turnkey project that is ideal for institutions that are looking to go live quickly and grow their small business program.