Better serve and monetize small business relationships through your existing Bottomline digital banking.
Stay ahead of the competition by offering your small business customers an
easy way to send digital invoices, get paid, and manage finances.
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
SSO Support
Unlimited Admin Users
Holding Company Management
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?
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.
Complete the Implementation Form
Provide the technical details we need to set up your account.
1.2
Learn about Autobooks features & tools
Autobooks Feature Demos
A catalog of the most commonly used features of the Autobooks product suite.
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.
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
1.3
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.
Step 2: Configure & Test
2.1
Getting Started Testing Guide
Discover how to configure and enroll a test user for Autobooks with our comprehensive testing guide. Explore Invoicing, Payment Link, and our Accounting & Reporting functionalities.
Partner Success Center
Visit to get answers to frequently asked questions.
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.
3.2
Plan for on-going campaigns
Financial institutions that see the best results execute ongoing marketing campaigns to drive awareness.
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.
Additional Go-to-Market Resources
Access evergreen marketing assets, videos, templates & campaigns to plug into your existing marketing initiatives.
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 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.
Autobooks lets businesses send digital invoices, get paid, and manage cash flow — directly from your existing digital banking channels.
Fend off fintech competitors with integrated invoicing, payment acceptance, and more.
Give your SMB clients the ability to easily send professional invoices.
Small business customers can send their customers a professional online invoice or estimate right from their online and mobile banking. Invoices are paid online via card or ACH.
Offer SMBs and nonprofits a way to accept online or in‑app payments.
Businesses and nonprofits are provided with a unique link to their own secure payment form — which can then be shared with paying customers. Links can be sent via text or email, or even pasted into a web page.
Owners get precious time back to focus on running and growing their business.
Offer your small businesses an alternative to managing their books via pen and paper, spreadsheets, or complicated third-party applications with unreliable data connections to their financial institution.
Our accounting was built for the small business owner, not their accountant.
Ready to upgrade your small business banking?
Book time with our team of experts. Together, we'll build a transformative banking experience for your customers.
Ready, set, launch
Our wide range of resources will guide you from approval, to training, to a successful launch.
Documentation & Videos
Documentation & Videos
Short videos and how-to guides to help your teams get started. We’ve created all the resources you need and put them in one convenient place.
Webinars & Case Studies
Webinars & Case Studies
Go deeper with our in-depth resources, and learn from your peers. Our pre-recorded webinars and live sessions will help to answer any questions that come along.
Go-To-Market (GTM) Resources
Go-To-Market (GTM) Resources
Attract business customers with proven, targeted messaging. Driving awareness of your new features is the key to driving adoption.