Autobooks is available as part of your existing Banno digital banking.
Integrated invoicing and online payment acceptance are now available as free features
of Jack Henry’s Banno digital banking platform.
About Autobooks
Today, small business owners and independent workers are turning to third-party providers for a variety of financial needs, which most often makes their workflows harder to manage and more expensive to maintain. That's why Autobooks is on a mission to simplify digital banking and bring the customers back where they belong: with their financial institutions.
We make it easy for financial institutions like yours to access and offer market-ready tools built for small businesses — right inside your Jack Henry-powered digital banking channel.
Accept digital payments, including all major credit cards.
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.
Before you get started, we have two
options for upgrading small business banking
Digital banking tools for small businesses — program reporting and services for financial institutions
Autobooks Embedded
Autobooks Embedded makes it simple for your financial institution to launch and manage an upgraded small business banking experience.
Includes:
Customer Features
Invoicing
Payment Acceptance
Accounting
Reporting
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
Grow your small business portfolio through data-driven insights and additional customer service features. Autobooks Enterprise includes all features and services offered in Autobooks Embedded.
Includes all Embedded features above, plus:
Customer Features
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
Ready to learn more? Contact Us
Four steps to a successful program
Offering integrated invoicing and online payment acceptance to your customers is a straightforward affair — thanks to the resources found here. Just follow the four steps below to ensure your Autobooks program is successful.
Step 1: Prepare to go live
1.1
Request access
Complete and submit the Autobooks forms below:
Complete the Operational Form
We need to know who to contact to best serve your team moving forward. This includes assigning your first team member with admin access to the Autobooks Hub, a tool that provides reporting to best serve your customers and successfully manage your program.
Confirm Banno Configuration
Log into the Banno Admin and confirm availability of the Accept Online Payments Plugin. If the Plugin is not available, contact Jack Henry to request the Plugin be added to your configuration.
1.2
Learn about Autobooks features & tools
Autobooks Feature Demos
A catalog of the most commonly used features of the Autobooks product suite.
Autobooks Hub
Our data-driven platform is crucial to maintain a successful program. Easily track Autobooks usage, ROI, and third-party competitor activity inside your financial institution.
1.3
Join our next Launch Workshop
Set your institution up for success
Along with the live, one-hour sessions, all attendees will receive ongoing support and resources — including scheduled office hours, step-by-step coaching and resources to get your program started right, promotional marketing materials, and more.
Autobooks Launch Workshop
Complete a launch with as little as two hours of commitment a week
1.4
Notify and Train your internal team
Send your team to attend a live training we facilitate, or if you prefer to train your team internally, we provide all the resources to download and use.
Autobooks Training Resources
Webinars, reference materials, internal go-to-market collateral, and more are all available on our training page.
Step 2: Configure & Test
2.1
Jack Henry has embedded and automated the technology to launch, so moving forward will be simple for your financial institution.
Banno Plugin Testing Guide
Step-by-step instructions to enable and test the plugins before you launch.
Getting Started Testing Guide
Discover how to configure and enroll a test user for Autobooks with our comprehensive testing guide. Explore Invoicing, Payment Link, Tap to Pay on iPhone, and our Accounting & Reporting functionalities.
Partner Success Center
Visit to get answers to frequently asked questions.
Step 3: Announce Your Launch
3.1
Market the new tool to your customers
Once you're live, marketing to your small business customers is key to drive feature awareness, engagement, and activation. We built free, proven marketing materials for your financial institution to use.
Marketing Kit: Autobooks Launch Announcement
Prepare a marketing campaign to announce the availability of Autobooks to your customers so they know about their new digital banking tool — and how to use it.
3.2
Plan for on-going campaigns
Financial institutions that see the best results execute ongoing marketing campaigns to drive awareness.
Autobooks Annual Marketing Calendar
Our annual marketing calendar is organized by quarters, to make it easier to organize a campaign at your financial institution. Please note that some campaigns are tied to seasonal events and Holidays, and may span multiple months.
Additional Go-to-Market Resources
Access evergreen marketing assets, videos, templates & campaigns to plug into your existing marketing initiatives.
Step 4: Manage Your Program
4.1
Access the Autobooks Hub & Stay Up-to-Date
Autobooks Hub
Log into the Autobooks Hub regularly to monitor the activity of your program. This allows you to measure success, identify new targets, and fine tune how you're talking to your small business customers that will benefit from online payment and digital invoice functions.
Autobooks Product Updates
Visit to learn about the latest product enhancements from the Autobooks team. We also include small business feedback and data insights that influenced each update.
Integrated payment acceptance, in action
Watch our demo at Digital Banking 2022, hosted by American Banker
At this year’s Digital Banking conference, Autobooks’ CMO, Derik Sutton, briefly discussed the small business market and demonstrated our integrated payment acceptance features to a live audience.
@
Small Business
Data Report
- Benchmark your small business portfolio against the third-party competition
- Compare yourself to other financial institutions
- Take action with our data and marketing tools to help thwart third-party apps
Meet us at Jack Henry Connect 2022
Booth #429/431
Breakout Session #239
Better Serve and Monetize Small Business Relationships
Tuesday, August 30
12:40 – 1:30 p.m. PST
Track:
Growing Revenue
Presenter:
Steve Robert
Co-Founder and CEO, Autobooks
When it comes to small business banking, there has been little clarity on what your institution needs to know — and do — to re-engage and monetize this crucial segment. For small businesses, it means that financial tools like electronic payment acceptance and cash flow management are now more crucial than ever for long-term success. For financial institutions, it means that business as usual will no longer cut it. FIs must place a greater focus on solving customer needs and pain points — starting now — if they are to continue to attract a new generation of small business owners. Join Steve Robert, Co-Founder and CEO of Autobooks, to learn how you can serve this market and become a small business hero.
Workshops
Evaluating your small business banking health
Tuesday, August 30
12:40 – 1:30 p.m. PST
Defining the banking needs of small business owners
Wednesday, August 31
11:35 a.m. – 12:25 p.m. PST
Building a better small business checking account
Thursday, September 1
2:50 – 3:40 p.m. PST
Text "connect" to (833) 451‑3197
to stay up-to-date on our swag giveaways, happy hours, and more
