Jack Henry + Autobooks

Autobooks is now 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.

Get started Contact us

 

Support small businesses with the tools they need — and the right solution options for you.


 

Help small businesses get paid and manage their business directly from your digital banking channels

DigiBank-invoice
INVOICING PLUGIN

Give your SMB clients the ability to easily send professional invoices


Small business customers can send their customers a professional online invoice or estimate right from their online and mobile banking. Invoices are paid online via card or ACH.

DigiBank-payments
ACCEPT A PAYMENT PLUGIN

Offer SMBs and nonprofits a way to accept online or in-app payments.


Businesses and nonprofits are provided with a unique link to their own secure payment form — which can then be shared with paying customers. Links can be sent via text or email, or even pasted into a web page.

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ACCOUNTING UPGRADE

Provide SMBs an accounting solution built for them, not an accountant


Business owners can upgrade their payment acceptance experience to include accounting and financial reporting. Help businesses eliminate tedious bookkeeping entries, and better manage their cash flow directly from your digital banking channels. 

Choose from two solution options

Empower your small business customers with the digital tools, insights, and services built for growth.

 

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AUTOBOOKS EMBEDDED SOLUTION

Made available through our partnership with Jack Henry & Associates, Inc. The payment acceptance modules and financial institution reporting features are entirely free — and seamlessly plug into your Banno Digital Banking Platform™.

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AUTOBOOKS ENTERPRISE SOLUTION

Take your small business banking program to the next level. Includes all of the capabilities offered in our free Jack Henry Embedded Solution, along with additional program reporting and customer service features.

launch plan

How to Launch the Banno Plugins

Follow these four steps to go live with the plugins and offer integrated invoicing and online payment acceptance to your customers.

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step 1

Build Your Project Plan

Before you get started, we know you need to gather all the information so you — and key leaders at your financial institution — understand the project.

The first step is to book a roadmapping session. At this kickoff meeting, the team will walk you through the technology, show you the benefits, and build your timeline with check-ins for the following steps.

In the meantime, check out our resources and case studies.

Schedule your roadmapping session

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step 2

Configure & Test

Next up on your roadmap will be to configure and start testing the plugins. Good news! Jack Henry Digital already embedded the technology as a core feature in Banno.

What does that mean?

Your implementation is automated, so enabling the plugins is simple for your financial institution. Together, we'll follow the instructions on the Testing Guide.

Autobooks plugin testing guide

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step 3

Train Your Team

To ensure your financial institution is prepared to help service and support the growing needs of small businesses and non-profits, we offer pre-built training resources: webinars, reference materials, go-to-market collateral, and more.

We offer live training for your team. If you prefer to train your team internally, we'll provide the resources for your organization to use.

Review training resources

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step 4

Launch

It's time to launch, and we'll be there to walk you through enabling the plugins globally to your customers.

What's next?

After you're live, marketing to your small business customers is key to driving feature awareness, engagement, and activation. That's why we created proven marketing collateral for your use: marketing emails, ads, videos, and more.

Learn best practices and how your financial institution can easily use the library of free assets.

Access go-to-market resources

 

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.

We’re changing small business banking, for the better.

  • Adom Greenland, CFO

    ChoiceOne Bank

    We know we can't do everything that a big technology player can do, but with some ingenuity and a good partnership with a company like Autobooks, we feel that we can compete. With Autobooks, we can offer payment acceptance right alongside our bank accounts — and knowing that we're going to be able fight this battle on the payment front, and that we're going to keep that checking account and that relationship, that means a lot. What I love is once customers sign up for Autobooks, their reliance on other payment systems just goes away.
  • Erin Erhart, EVP—Strategy & Product

    Midwest BankCentre

    It definitely gave us an edge, and we're always looking for those fintech partners that can play well with the providers that we already have.
  • Cheryl Motyka

    Emmett Mini Storage, LLC

    ChoiceOne Bank

    Well, to be honest, the thing that really got me was the low processing rates, because initially when I first started my business or when I took over the business, I used a credit card processor out of Florida. I would get a statement from them every month with all these fees, which I couldn't even tell you what they were for. And so I'm saving a lot of money and processing fees by using Autobooks.
  • Greg Adelson, President & COO

    Jack Henry & Associates, Inc.

    Having a relationship with a company like Autobooks is what really changes the ecosystem, and it makes it better for everybody involved. Autobooks is far and away a leader in not only the small business space, but also a model in how to work with others. They know how to deal with the large institutions, the small institutions, the core companies — most of the fintechs out there ought to take page out of their book. That’s if they want to learn how to best work with a company like Jack Henry.

Ready, set, launch


Our wide range of resources will guide you from approval, to training, to a successful launch.

Documentation & Videos

Short videos and how-to guides to help your teams get started. We’ve created all the resources you need, and put them in one convenient place.

View All

Webinars & Case Studies

Go deeper with our in-depth resources, and learn from your peers. Our pre-recorded webinars and live sessions will help to answer any questions that come along. 

View All

Go-To-Market (GTM) Resources

Attract business customers with proven, targeted messaging. Driving awareness of your new features is the key to driving adoption. 

View All

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2022 Autobooks

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

Get the Report

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

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Book a time with our team

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