Autobooks has partnered with Banno by Jack Henry Digital to make integrated invoicing and online payment acceptance free features of the Banno digital banking platform.
Prepare to Go Live
Start here by learning the ins-and-outs of the Autobooks dashboard and its various features. Also, you’ll want to set your program up for success with an Autobooks Hub account.
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Request Access
Banno Plugins Operational Form
Provide the critical information we need to help you effectively operationalize Autobooks.
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Submit
Autobooks Mutual NDA
Sign the Autobooks Mutual NDA.
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Autobooks Hub Features
Everything you need to stay on top of small business customer activity at your financial institution
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Autobooks Training Resources for Jack Henry
Get your staff trained up with a wide range of proven resources, including a plan of action.
Configure & Test
Your Autobooks program is almost ready to go live — refer to the resources here to ensure a smooth launch.
Announce Your Launch
Drive Autobooks feature awareness, engagement, and activation with your small business audience. Make it easy with these ready-made marketing materials.
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Resource Kit
Launch Announcement Marketing Campaign
Ensure that your customer base understands the value of Autobooks and the fact that it’s now available at your financial institution.
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Learn More
Annual Marketing Calendar
Our annual marketing calendar is organized by quarters, to make it easier to organize a campaign at your financial institution.
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Go-to-Market Resources
Evergreen Marketing Materials & Campaign Kits
Convey the value of Autobooks year-round with resources and assets that can easily fit into new or existing campaigns.
Manage Your Program
Once your Autobooks program is up and running, you have the opportunity to monitor progress and optimize it for broader engagement and adoption.
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On-Demand Webinar
How to Activate Your Small Businesses: Starting a Healthy Autobooks Program
In this on-demand webinar, you can learn how to build a strategy that sets your financial institution up for success.
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Download
30-Day Task List
Kickstart your Autobooks program with our 30-day checklist, and take it to the next level with our best practice recommendations.
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Log in now
Access the Autobooks Hub
Gain access to Hub to easily track Autobooks usage, ROI, and third-party competitor activity inside your financial institution.
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Autobooks Product Updates
Learn about the latest product enhancements, including customer feedback and data insights that influenced each update.
Webinars
Go deeper and learn from your peers. These on-demand webinars and case studies will help to answer questions.
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On-Demand Webinar
How to Activate Your Small Businesses Session 3: Prioritizing Impactful Ongoing Initiatives
NEW Mar 28, 2023Learn the proven ways other financial institutions have found long-term success—and what you should prioritize.
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On-Demand Webinar
Available Now for Banno: Invoicing, Payment Acceptance, and Accounting
Learn how you can join the 230+ Banno Digital Banking customers that have enabled invoicing, online and in-app payment acceptance, and accounting for their digital banking users.
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On-Demand Webinar
How to Activate Your Small Businesses Session 2: Leveraging Autobooks Data & Assets
POPULAR Feb 28, 2023Ready to successfully engage your small business customers? Built for financial institutions, this three-part webinar series will cover what you need to know to get the most out of your Autobooks program.
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On-Demand Webinar
How to Activate Your Small Businesses Session 1: Starting a Healthy Autobooks Program
POPULAR Jan 31, 2023Ready to successfully engage your small business customers? Built for financial institutions, this three-part webinar series will cover what you need to know to get the most out of your Autobooks program.
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Information Session
Jack Henry Connect 2022 Preview
Want to know what we talked about at Jack Henry Connect 2022? Watch this recording to learn about our small business health reviews, the market data that benefits your financial institution, the actionable workshops we led, and more.
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On-Demand Webinar
Why Small Business Banking Needs An Upgrade
POPULARAt this webinar, Derik Sutton, CMO at Autobooks, discusses what the Banno Plugins do for your financial institution, why you should care, and how to get the most out of it using resources we provide.
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On-Demand Webinar
Go to Market Strategies for Success from Security Bank of Kansas City: A Discussion with Gerald Clemens, SVP & Director of Retail Strategy
After launching the Banno Plugins, Security Bank of Kansas City has seen success with their initiatives to spread the word to their small business customers.
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Banking Story
Choice One Bank: Competing, and winning, against popular third-party apps
POPULARChoiceOne gains a competitive edge with Autobooks helping to reduce customer reliance on third-party app providers like Square and PayPal.
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Banking Story
Midwest BankCentre: From invoicing to getting paid: Reaching more SMBs with a streamlined experience
POPULARMidwest BankCentre is redefining payment acceptance for their small business customers, making it easier for customers to boost cash flow while continuing to provide expert guidance.
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Partner Case Study
Jack Henry: Partnering to create value for financial institutions
Partnering with Jack Henry & Associates to create value for financial institutions.
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On-Demand Webinar
Alignment Strategies for Banno Financial Institutions: Launching Invoicing & Online Payment
Ready to learn how to deploy a digital-first solution, empower customers, and win over small business relationships? Watch this for the tools that will make it easy to pitch and implement for your organization.
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On-Demand Webinar
Launch Lessons from Midwest BankCentre
After launching the Banno Plugins to their small business customers, Midwest BankCentre shares advice with other Banno financial institutions.
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On-Demand Webinar
How to Attract & Deepen Small Business Relationships: A Candid Conversation with Citizens State Bank
When it comes to driving Banno Plugins adoption and deepening SMB relationships in the process Citizens State Bank (IN) established a winning formula. Watch this case study-style webinar to learn all about it.
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On-Demand Webinar
How to Bridge the Payment Solution Gap
Find out how Hawthorn Bank supplemented their current merchant services program with the Banno Invoicing and Payment Acceptance Plugins, powered by Autobooks.
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On-Demand Webinar
From Zero to Small Business Hero: How The Bank of Southside Virginia (BSV) Activated the Banno Plugins
Autobooks and Brody Rotzoll, Brand Manager of The Bank of Southside Virginia (BSV), discuss how BSV successfully launched the Banno Plugins in two weeks.