Bottomline + Autobooks

The connected small business experience, inside Bottomline

Autobooks brings receivables, payables, accounting, and lending together inside your Bottomline 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


Operational Form

Assign your team contacts and Hub admin access.

Operational 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

Training Resources

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

Autobooks Training Resources

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

Implementation Form

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

Step 2: Configure & Test


Testing Guide

Configure a test user and explore invoicing, payment links, 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.

View Now

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