The Autobooks team has established a successful track record of working with Bottomline‑supported financial institutions.
Webinars & Client Case Studies
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On-Demand Webinar
How to Activate Your Small Businesses Session 3: Prioritizing Impactful Ongoing Initiatives
Mar 28, 2023Learn the proven ways other financial institutions have found long-term success—and what you should prioritize.
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On-Demand Webinar
How to Activate Your Small Businesses Session 2: Leveraging Autobooks Data & Assets
POPULAR Feb 28, 2023Ready to successfully engage your small business customers? Built for financial institutions, this three-part webinar series will cover what you need to know to get the most out of your Autobooks program.
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On-Demand Webinar
How to Activate Your Small Businesses Session 1: Starting a Healthy Autobooks Program
POPULAR Jan 31, 2023Ready to successfully engage your small business customers? Built for financial institutions, this three-part webinar series will cover what you need to know to get the most out of your Autobooks program.
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Webinar
Cornerstone Advisors: The $370 Small Business Banking Opportunity.
POPULARJoin Ron Shevlin from Cornerstone Advisors and Derik Sutton from Autobooks as they discuss Ron's small business banking report: The $370 Small Business Banking Opportunity.
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Webinar
CELENT: Reinventing Small Business Banking
POPULARLearn how Small Business Banking is being reinvented. Join Derik Sutton from Autobooks as he breaks down the CELENT report: Reinventing Small Business Banking.
Best Practices
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Guide
The disruption of small business banking
POPULARWhy is small business banking undergoing disruption? Learn how your financial institution can fend off fintech competition and continue to attract small businesses.
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Guide
How to reposition small business checking
POPULARWhen it comes to checking, how have the needs of small business owners changed? Learn how to reposition small business checking so that you can stay ahead of the competition.
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Report
CELENT: Reinventing Small Business Banking
POPULARCELENT Report: Reinventing Small Business Banking. Includes the analysis and recommendations you need to become a pacesetter in small business banking.
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Report
Cornerstone Advisors: The $370 Small Business Banking Opportunity.
POPULARCornerstone Advisors Report: The $370 SMB Banking Opportunity. Includes analysis on the receivables & accounting functionality small businesses want to receive from their bank rather than non-bank providers.
Help small businesses get paid. Stay ahead of the competition.
Ready to connect with
an Autobooks team member?
Product Videos & Documentation
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Documentation
Merchant Onboarding Tour
Take a tour of the end user workflow during initial onboarding.
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Documentation
Merchant Onboarding Documentation
Review the field details captured during the merchant onboarding process.
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Documentation
Feature Tour
POPULARTake a tour of the most commonly used features of Autobooks.
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Video
Payment Form with Autobooks
A marketing video designed to help you communicate the value of the Autobooks Payment Form to your small businesses.
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Video
Invoicing with Autobooks
A marketing video designed to help you communicate the value of Autobooks Invoicing to your small businesses.
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Video
Invoicing and Payment Link
POPULARA professional marketing video about Autobooks. Free to download and use in your own marketing campaigns.
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Documentation
Autobooks Solution Overview
POPULARAn overview of the Autobooks Solution. A side-by-side comparison of the features and services offered to financial institutions through our Embedded and Enterprise Solutions.
Marketing to your small business customers is key to driving feature awareness, engagement, and activation. That's why we created proven marketing collateral for your use: marketing emails, ads, videos, and more.
Learn best practices and how your financial institution can easily use the library of free assets.