Does your small business banking need an upgrade? Start here.
Choose from two integration options — get off to a great start with Embedded or go deeper with Enterprise.
Either way, your small business customers win.
Ready to launch? Find out how
Enable customers to grow their business—
empower your teams to grow your customer base.
Get much-needed digital banking tools for small businesses plus program reporting and related services for your financial institution.
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
We’ve made it easy to launch Autobooks.
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.