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.
Webinars & Client Case Studies
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Banking Story
Choice One Bank: Competing, and winning, against popular third-party apps
NEW 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
NEW 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
POPULARPartnering 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
NEWReady 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
POPULARAfter 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
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 about it.
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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.
Need live training? We’ve got you covered.
Let your team members sign up and learn firsthand about our invoicing and online payment upgrades for Banno and hear how they benefit your small business customers.
Training Webinar Series:
Autobooks Basics for Banno users
Best Practices
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Guide
Project Overview
POPULARWe gathered all of the information & resources you need to get buy-in from key leaders at your FI. This downloadable presentation gives you an overview plus a template to define your project plan/ creative brief.
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Guide
Financial Institution Training Guide
We offer pre-built training resources: webinars, reference materials, go-to-market collateral, and more. This plan outlines how to assign our resources to your organizational needs.
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Guide
Testing Guide
POPULAROnce you're ready to test, the implementation is automated for your financial institution, which minimizes the amount of work it takes to enable the plugins. Follow these steps to enable the Banno Plugins.
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Guide
Banno Go-to-Market (GTM) Guide
POPULARThis guide highlights best practices and outlines how your financial institution can use our library of free assets to simplify go-to-market planning and execution.
Product Videos & Documentation
Still have questions?
Go-to-Market Resources
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Email
Jack Henry Launch Email 1
Download sample launch email 1.
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Email
Jack Henry Launch Email 2
Download sample launch email 2.
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Email
Jack Henry Launch Email 3
Download sample launch email 3.
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Email
Jack Henry Launch Email 4
Download sample launch email 4.
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Resource
Landing Page: Guide & Samples
View a sample landing page.
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Video
Invoicing and Payment Link
Watch this video to learn more about the Autobooks Invoicing and Payment Link tools.
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Video
Meet Lauren - Autobooks Invoicing
Use this video in your go to market initiatives to spread the word to spread the word about Autobooks.
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Resource
Digital Ad Inventory
Download these digital ads to start promoting the Banno Plugins.