Industry-leading partnerships.
Go live in weeks.

Financial institutions of all sizes rely on Autobooks to attract, support, and grow small businesses. Yours can too. 

Find your digital banking partner

Industry-leading partnerships.
Go live in weeks.

We partner with the industry's leading digital banking providers, so turning on Autobooks is simple. Most integrations go live in weeks, and the connected small business experience complements the consumer and traditional business banking your institution already offers.

See Partners

Inside your digital banking. Not a separate destination.

Autobooks is a connected small business banking solution that runs inside your existing digital banking. Every capability shares data across one connected system: receivables, payables, accounting, and lending. Cash Flow Intelligence works across that data to deliver a True Cash Balance for your customers and visibility into the financial health of every business in your portfolio.

The integration sits inside your provider's environment, so your customers stay in the place they already bank, and your team does not stand up a parallel solution.

yourfinancialinstitution.com
yourfinancialinstitution.com
yourfinancialinstitution.com

Find your digital banking provider.

Each partner page walks through what is available, how to launch, and how to manage your Autobooks program.

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How small businesses choose to get paid matters. 

Small businesses are turning away from accepting cash and check in person, to accepting in-app and online payments.

When a small business visits your bank, what do you offer for digital payment acceptance? 

  • Consumer banking is too basic and lacks payment acceptance tools 
  • Commercial banking is too complex, and the payment acceptance tools are not the right fit 
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Autobooks is built specifically for small businesses.

We make it easy for financial institutions like yours to integrate and offer market-ready payment acceptance tools built for small businesses — right inside your digital banking channels.  

Empower customers to do more, so they won’t have to turn to third-party apps: 

  • Accept digital payments, including all major credit cards and ACH. 
  • Send professional invoices, with the ability to customize them.  
  • Get paid directly into their account, where they can access funds easily. 
  • Manage cash flow, automate reporting and bookkeeping, and more. 

Bring small business customers back where they belong: your financial institution.

A proven gameplan, with guidance every step of the way. 

Offering our solution doesn’t have to be complicated — or suck up valuable resources. Follow our proven, four-step program to launch Autobooks fast. 

Step 1: Prepare to go live
  • Set up your team internally and assign admin privileges. 
  • Get familiarized with the Autobooks features and supporting tools. 
  • Train your team with our pre-built resources and live training sessions. 
Step 2: Configure and test
  • Follow our testing guide for step-by-step instructions to enable and test the plugins before you launch. 
  • Read FAQs in the Partner Success Center.
Step 3: Announce your launch
  • Prepare a marketing campaign to announce the availability of Autobooks and help prospects understand its value proposition. 
  • Plan for ongoing campaigns. Financial institutions that see the best results execute ongoing marketing campaigns to drive awareness.
Step 4: Manage your program
  • Join our launch workshop: How to Launch or Accelerate Autobooks at Your Institution. In just three live, one-hour sessions, attendees receive ongoing support and resources. 
  • Log into the Autobooks Hub regularly to monitor program activity, measure success, identify new prospects, and fine tune messaging. 
  • Stay up-to-date with product updates. 

Don't see your provider? Let's talk.

Autobooks works with leading digital banking providers and continues to add new integrations. If your provider is not on the list above, our team can walk through your current setup and what an Autobooks integration would look like.

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