Enterprise Solution

Empower businesses with the full Autobooks solution.

Offer digital payment acceptance, Tap to Pay on iPhone, and accounting and reporting functionality.

Ready to launch?  Find out how

Transform your online banking into an indispensable part of your customers’ operations.

Better support your small business customers by allowing them to handle their cash flow and accounting through their trusted banking partner.

Choose the right option for your institution.

FI-Reporting@1.5x

What is Autobooks Enterprise?

Autobooks Enterprise includes the same functionality as our Embedded option, plus accounting and financial reporting tools.

In addition, you get access to Tap to Pay on iPhone* — the best way to compete against third party apps. The wide range of digital tools made available to your business customers transforms your platform into a day-to-day hub for your customers’ financial operations.

Plus, your financial institution gains a wide range of features inside Autobooks Hub, including custom reporting and dashboards, a referral management system, SSO support, unlimited users, and more.

*Only available through select digital banking partnerships. Requires a monthly license fee. Contact sales for a demo and pricing.

Customer-Service@1.5x

How is it different from Autobooks Embedded?

Autobooks Embedded is ideal for financial institutions that are needing to launch the Autobooks invoicing and payment acceptance tools quickly, at a minimal cost to the institution. Most leading digital banking providers already offer a turnkey integration of the Autobooks Embedded tools.

Compare the two integration options:

Autobooks Embedded

Go to market fast. Autobooks Embedded makes it easy for your financial institution to launch and manage an upgraded small business banking experience.

Includes:

Customer Features

  Invoicing
  Payment Acceptance

Financial Institution Back Office

  Customer Reporting
  Payment Acceptance
  Support Ticket Management
  Knowledge Base

Marketing
& Training

  Access to Launch Sprints
  Pre-build Marketing Campaigns
  Launch Training Videos
  Knowledge Base

Autobooks Enterprise

Expand your small business portfolio through data-driven insights and additional customer service features. Autobooks Enterprise includes all features and services offered in Autobooks Embedded, and more.

Includes all Embedded features above, plus: 

Customer Features

  Accounting
 Reporting
 Cash Flow Management
 Tap to Pay on iPhone

Financial Institution Back Office

 Customize Reporting 
 Customize Dashboards
 Referral Management System
 SSO Support
 Unlimited Admin Users
 Holding Company Management

Marketing
& Training

 Assigned Implementation Specialist
 Training Video Library
 Embeddable LMS Modules

With Autobooks Enterprise, customers can choose from a wide range of digital payment acceptance tools anytime they need to get paid.

Get Paid with an Invoice

Get Paid with Payment Link

Get Paid with Tap to Pay on iPhone

We’ve made it easy to launch Autobooks as an embedded option.

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.

Jo Jagadish

TD Bank

"Probably the greatest pain point for small businesses is actually getting paid for the services they provide. It was a good time to launch [Autobooks] because we enabled businesses to get up and running and accept payments — especially businesses that were incredibly cashflow sensitive."

Learn more about Autobooks Enterprise and whether it’s right for your financial institution.

Contact us