CSI + Autobooks

Upgrade small business banking and stay ahead of the competition.

Offer your small businesses an easy way to send digital invoices, get paid, and manage
finances directly from your CSI-powered online and mobile banking channels.

Get started now Access resources

Now Available: Tap to Pay on iPhone

About Autobooks


Today, small business owners and independent workers are turning to third-party providers for a variety of financial needs, which most often makes their workflows harder to manage and more expensive to maintain. That's why Autobooks is on a mission to simplify digital banking and bring the customers back where they belong: with their financial institutions.

We make it easy for financial institutions like yours to access and offer market-ready tools built for small businesses — right inside your CSI-powered digital banking channel.

 

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Accept digital payments, including all major credit cards.

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Send professional invoices, with the ability to customize them. 

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Get paid directly into their account, where they can access funds easily. 

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Manage cash flow, automate reporting and bookkeeping, and more. 

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

Request access
  • Contact your representative at CSI to get set up with the correct access and data sharing through your partnership.
  • Submit two Autobooks forms:
    1. Operational Configuration 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.
    2. Implementation Form: Provide the technical details we need to set up your account.

Learn about the features & tools

Join our next Launch Workshop and set your institution up for success

Along with the three 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.

Register for our next workshop to complete a launch with as little as two hours of commitment a week


Train your team

Access the pre-built training resources we offer: webinars, reference materials, internal go-to-market collateral, and more.

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.

Access all step 1 resources

step 2

Configure & test

CSI will embed and automate the technology to launch, so moving forward will be simple for your financial institution.

You can read FAQs in the Partner Success Center.


Access all step 2 resources

step 3

Announce your launch

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.

Prepare a marketing campaign using our resource kits:


Plan for ongoing campaigns

Financial institutions that see the best results execute ongoing marketing campaigns to drive awareness.

That's why we've made it easy for you to download kits and resources that can be leveraged based on your specific needs. Feel free to follow our yearly marketing calendar or simply create your own campaign.

Access all step 3 resources

step 4

Manage your program

  • Register/join the waitlist for our growth workshop: How to Accelerate Your Autobooks Program.
    • Our three-week workshop will provide your financial institution with best practices and resources to establish a healthy program and report on its success.  Additionally, you will receive the latest training materials including product updates as well as the latest kits for promoting these features to your small businesses, non-profits, and sole proprietors.
  • 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. 
  • Stay up-to-date with product updates.

Access all step 4 resources

Now available for CSI financial institutions

Tap to Pay on iPhone


Be one of the first financial institutions in the country to offer Tap to Pay on iPhone.

With Tap to Pay on iPhone and Autobooks, small business customers can accept in‑person, contactless payments right on their iPhone — directly inside your mobile banking app. No extra terminals or hardware needed.

Tap to Pay on iPhone is an add-on module to the Autobooks product suite. If you would like more information about enabling Tap to Pay on iPhone for your customers, learn more and sign up now.

Tap into a new way to better serve and monetize small business relationships.
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Get started with
Tap to Pay on iPhone
 


Tap to Pay on iPhone works seamlessly with Autobooks, a digital payment acceptance solution already integrated within the CSI digital banking platform.

Once your mobile banking app is enabled with Tap to Pay on iPhone, your customers can start accepting contactless, in-person payments right on their iPhone. 

Hear from other financial institutions that have made small business banking better.