Autobooks Hub

One connected system. One portfolio view.

Autobooks is the only small business solution built as one connected system inside your digital banking. Autobooks Hub is how your institution sees what that system produces: every small business you serve, in a single portfolio view.

See Autobooks Hub in action

Hub Dashboard

From fragmented tools to a connected view. 

Customer Activity to Hub
Customer
Solenoid Electric
Small business · 18 mo.
Recent activity
Logged in · sent invoice
ACH from Stripe inbound
+$8,400 inflow this week
Month-end books closed
The Hub
Banker view
Active customer
18 mo.
12 logins · $24K processed this month
Competitive alert
Stripe ACH
60-day pattern · win-back ready
Capital opportunity
$50K
Pre-qualified · inflow-based
Balance Sheets
Monthly
Auto-generated · 12 months on file

Activity in. Intelligence out.

Your small business customers are stitching together their financial lives from separate products that don't share data. The cost is a broken view. Neither the owner nor your institution can see how the business actually operates: cash settlement patterns, expense timing, receivables quality, or when capital is needed. 

Autobooks runs receivables, payables, accounting (when enabled), and lending inside your digital banking as one connected system. Autobooks Hub gives your institution the picture the owner sees, for one business or the full portfolio. 

A small business portfolio you can finally see, serve, and grow.


Traditional banking data tells you what moved through the account. Autobooks Hub tells you what is happening in each business, and across the portfolio.  Which customers are growing. Which are stalling. Which have the cash flow profile of a borrower. Which are moving money outside the relationship. Which have just crossed a revenue threshold that changes what you can offer them. 

That view comes from real operating activity: invoices, payments, bills, financial statements, and lending leads. The longer a business operates on Autobooks, the clearer the picture becomes. 

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What Autobooks Hub changes for your program.

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See the true potential of every business

Not just what has moved through the account. What the business is capable of, based on how it actually operates. 

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Act on lending opportunities while they are still yours

Businesses ready for capital reveal themselves in their cash flow. Autobooks Hub surfaces those moments before a competitor does.

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Keep volume inside the relationship

When the business is running on Autobooks, deposits, receivables, and payables stay with you rather than flowing to outside providers.

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Measure the program honestly

Enrollments, activations, volume, and revenue. One view, exportable, comparable over time. The program’s real contribution, visible to executives.

Autobooks Hub is the output, not a separate product.

Autobooks Hub is not a bolt-on you license and wire up. It is what four connected capabilities produce when they share one ledger inside your digital banking. The more capabilities you deploy, the more Autobooks Hub reflects.  

Capabilities Block

Explore the capabilities that feed Autobooks Hub

Receivables Payables Accounting Lending Cash Flow Intelligence

Trusted by thousands of financial institutions.

Thousands of financial institutions run Autobooks to serve hundreds of thousands of small businesses, processing billions in payment volume. Their program teams see the portfolio that work produces in the Autobooks Hub. 

H5 SMB Owner Name

Business name

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Testimonial text: “The Autobooks Payment Form is extremely easy to use for me and my customers! I simply email the link for credit card payment with my invoice. They (or I) can enter their credit card information securely. The money is deposited into my checking. The money is deposited into my checking. The money is deposited into my checking.

Strategic questions institutions ask about the Hub


How is the Hub different from the reporting we already run out of our digital banking or core?

Digital banking reports on the account. The core knows money moved. The Hub reports on the business: what it billed, what it collected, what it owes, and whether its cash flow profile makes it ready for capital. Same events, more context. That context is what makes portfolio intelligence possible.

Do we need all four capabilities to get value from the Hub?

No. The Hub works from day one with receivables. It gets richer as you add payables, accounting, and lending, because Cash Flow Intelligence has more connected data to draw from. Most institutions start with receivables and expand.

Is the Hub a separate product we have to license?

No. The Hub is included with every Autobooks deployment. Your partner team configures access at launch.

See the connected view of your small business portfolio.

The fastest way to understand what Autobooks Hub changes is to see it running on a live program. Your partner team will walk through a real portfolio view.