Autobooks has partnered with FIS to make integrated invoicing and online payment acceptance free features of the FIS Digital One Business and Digital One Flex platforms.
Prepare to Go Live
Start here by learning the ins-and-outs of the Autobooks dashboard and its various features. Also, you’ll want to set your program up for success with an Autobooks Hub account.
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Request Access
FIS Standard Request - How To Guide
Instructions to submit and track a standard project request with FIS.
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Request Access
FIS Operational Form
Provide the critical information we need to help you effectively operationalize Autobooks.
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Autobooks Hub Features
Everything you need to stay on top of small business customer activity at your financial institution
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Autobooks Training Resources
Get your staff trained up with a wide range of proven resources, including a plan of action.
Configure & Test
Your Autobooks program is almost ready to go live — refer to the resources here to ensure a smooth launch.
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Download
FIS Digital One™ Flex Autobooks Configuration Guide
Step-by-step instructions to configure and prepare to test the modules before you launch.
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Download
FIS Digital One™ Business Autobooks Configuration Guide
Step-by-step instructions to configure and prepare to test the modules before you launch.
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Autobooks Standard Self-Service Guide
Article that outlines the process to enroll your first test user.
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FAQ
Read the most frequently asked questions we receive from financial institutions about FIS SMB Embedded Finance powered by Autobooks.
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Download
Partner Success Center
Have a question? Refer to our partner knowledge base to access information on all things Autobooks.
Announce Your Launch
Drive Autobooks feature awareness, engagement, and activation with your small business audience. Make it easy with these ready-made marketing materials.
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Resource Kit
Launch Announcement Marketing Campaign
Ensure that your customer base understands the value of Autobooks and the fact that it’s now available at your financial institution.
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Resource
FIS Digital One Business Splash Page Content
For financial institutions on the Digital One Business platform, this easy plug & play splash page content will increase awareness & adoption.
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Annual Marketing Calendar
Our annual marketing calendar is organized by quarters, to make it easier to organize a campaign at your financial institution.
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Go-to-Market Resources
Evergreen Marketing Materials & Campaign Kits
Convey the value of Autobooks year-round with resources and assets that can easily fit into new or existing campaigns.
Manage Your Program
Once your Autobooks program is up and running, you have the opportunity to monitor progress and optimize it for broader engagement and adoption.
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On-Demand Webinar
How to Activate Your Small Businesses: Starting a Healthy Autobooks Program
In this on-demand webinar, you can learn how to build a strategy that sets your financial institution up for success.
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Download
30-Day Task List
Kickstart your Autobooks program with our 30-day checklist, and take it to the next level with our best practice recommendations.
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Log in now
Access the Autobooks Hub
Gain access to Hub to easily track Autobooks usage, ROI, and third-party competitor activity inside your financial institution.
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Autobooks Product Updates
Learn about the latest product enhancements, including customer feedback and data insights that influenced each update.
Webinars
Go deeper and learn from your peers. These on-demand webinars and case studies will help to answer questions.
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On-Demand Webinar
How to Activate Your Small Businesses Session 3: Prioritizing Impactful Ongoing Initiatives
NEW 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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On-Demand Webinar
Small Business Banking Innovation: Emprise Bank's Launch of SMB Embedded Finance
Learn how Emprise Bank is leveraging SMB Embedded Finance powered by Autobooks to deliver digital innovation to their small business customers, and hear how the solution complements their existing business offerings.
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On-Demand Webinar
Better Serve Your Small Businesses & Stay Ahead of the Competition
POPULARLearn how SMB Embedded Finance Powered by Autobooks will make an impact at your financial institution
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On-Demand Webinar
How to Help Your Small Business Customers Thrive: Dallas Capital Bank's Experience with SMB Embedded Finance
POPULARJoin us for a discussion with Tara Campbell, EVP & Director of Operations, to learn about the decision-making process and Dallas Capital's launch experience.
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On-Demand Webinar
FIS Embedded Finance 101: Pitching & Implementing to Your Organization
Learn how to deploy a digital-first solution, empower customers, and win over small business relationships using SMB Embedded Finance Powered by Autobooks.
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On-Demand Webinar
How to Fill the 'Small Business Gap:' Exploring the Changing Needs of Small Business with First Bank (MO)
As part of an FIS pilot program, First Bank (MO) launched SMB Embedded Finance with high expectations. In this webinar, they share their findings.
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On-Demand Webinar
Addressing an Underserved Market: A Conversation with Grasshopper Bank
To find out how Grasshopper Bank plans to thrive in the SMB space, be sure to listen to this short, insight-filled conversation.