Autobooks Resources

The resources you need to make an immediate impact

1. Get started with the Autobooks Launch Workshop:
How to Launch or Accelerate Autobooks at Your Institution, in Just Two Weeks 

We’ve made it easy to launch (or reboot) Autobooks at your financial institution!
Our proven, go-live program will give you all the guidance and support you need — so you can take your small business team from “woah,” to “slow,” to “let’s go!”

Register/Join the Waitlist

2. Market to small business customers with our free resources:
Already launched and looking for more ways to engage small business and non-profit customers?
Seasonal Resource Kit
"National Small Business Week" Campaign

Like you, we believe that small businesses are worth celebrating — not just during this week or month, but all year long. We also believe that this is a great opportunity to tell you small business customers about Autobooks with the free resources found in this kit.

Timing:
National Small Business Week: May 4-10, 2025
Small Business Month: May 2025

Annual Marketing Calendar & Campaigns

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.

Q1
 
New Year, New You Resource Kit
View
 
It's Tax Season Resource Kit
View
 
Ongoing: Evergreen Year Round Marketing Kit
View
 
 
 
Q2
 
Small Business Enrollment Email Kit
View
 
National Small Business Week Resource Kit
View
 
Ongoing: Evergreen Year Round Marketing Kit
View
 
 
 
Q3
 
Coming soon: Get Paid on the Go Resource Kit
 
Ongoing: Evergreen Year Round Marketing Kit
View
 
 
 
Q4
 
Giving Season Resource Kit
View
 
Ongoing: Evergreen Year Round Marketing Kit
View

Q1

January

February

March

New Year, New You Resource Kit
View

It's Tax Season Resource Kit
View

Ongoing: Evergreen Year Round Marketing Kit
View the Resource Kit

Q2

April

May

June

Third-Party Targeted Resource Kit
View

National Small Business Week Resource Kit
View

Ongoing: Evergreen Year Round Marketing Kit
View the Resource Kit

Q3

July

August

September

Get Paid on the Go Resource Kit
View

Ongoing: Evergreen Year Round Marketing Kit
View the Resource Kit

Q4

October

November

December

Giving Season Resource Kit
View

Ongoing: Evergreen Year Round Marketing Kit
View the Resource Kit

Additional Go-To-Market Resources

Marketing Resources

Access any of the free resources and templates below and plug into your existing initiatives.

Seasonal Resource Kits

Access the seasonal resources  below to plug into your existing initiatives.

Videos

Use the embed code or download the video files to add them directly to your website, or link to them from emails or social posts.

Video Payments Made Simple with Autobooks
01:05

Video embed code:
Copy and paste into your website CMS

<!-- The script tag should live in the head of your page if at all possible --> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <!-- Put this wherever you would like your player to appear --> <img style="width: 100%; margin: auto; display: block;" class="vidyard-player-embed" src="https://play.vidyard.com/cyqpc7cdcpMRkTefj2yBo1.jpg" data-uuid="cyqpc7cdcpMRkTefj2yBo1" data-v="4" data-type="inline" />
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Link to view: Autobooks Fees & Benefits

Video Autobooks Fees & Benefits
01:08

Video embed code:
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<!-- The script tag should live in the head of your page if at all possible --> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <!-- Put this wherever you would like your player to appear --> <img style="width: 100%; margin: auto; display: block;" class="vidyard-player-embed" src="https://play.vidyard.com/ZoSU8ibgxZWYzZbZASj1af.jpg" data-uuid="ZoSU8ibgxZWYzZbZASj1af" data-v="4" data-type="inline" />
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Link to view: Autobooks Fees & Benefits

Video Accept Payments with Autobooks Payment Link
01:28

Video embed code:
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<!-- The script tag should live in the head of your page if at all possible --> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <!-- Put this wherever you would like your player to appear --> <img style="width: 100%; margin: auto; display: block;" class="vidyard-player-embed" src="https://play.vidyard.com/oDgjcQyKmr1zbtnp8rawY8.jpg" data-uuid="oDgjcQyKmr1zbtnp8rawY8" data-v="4" data-type="inline" />
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Link to view: Accept Payments with Autobooks Payment Link

Video Start Getting Paid
01:03

Video embed code:
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<!-- The script tag should live in the head of your page if at all possible --> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <!-- Put this wherever you would like your player to appear --> <img style="width: 100%; margin: auto; display: block; max-width: 600px;" class="vidyard-player-embed" src="https://play.vidyard.com/mt8ipC6Wsd34XSswDGvgXC.jpg" data-uuid="mt8ipC6Wsd34XSswDGvgXC" data-v="4" data-type="inline" data-width="600" />
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Link to view: Start Getting Paid

Video Get Paid with an Invoice
01:03

Video embed code:
Copy and paste into your website CMS

<!-- The script tag should live in the head of your page if at all possible --> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <!-- Put this wherever you would like your player to appear --> <img style="width: 100%; margin: auto; display: block; max-width: 600px;" class="vidyard-player-embed" src="https://play.vidyard.com/8GvhhS7qfymRuiUZhYHGGz.jpg" data-uuid="8GvhhS7qfymRuiUZhYHGGz" data-v="4" data-type="inline" data-width="600" />
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Link to view: Get Paid with an Invoice

Video Get Paid with Payment Link
01:08

Video embed code:
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<!-- The script tag should live in the head of your page if at all possible --> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <!-- Put this wherever you would like your player to appear --> <img style="width: 100%; margin: auto; display: block; max-width: 600px;" class="vidyard-player-embed" src="https://play.vidyard.com/DXtwVRmEHCRJVJUQvViWJ5.jpg" data-uuid="DXtwVRmEHCRJVJUQvViWJ5" data-v="4" data-type="inline" data-width="600" />
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Link to view: Get Paid with Payment Link

Video Get Paid with Tap to Pay on iPhone
01:04

Video embed code:
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<!-- The script tag should live in the head of your page if at all possible --> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <!-- Put this wherever you would like your player to appear --> <img style="width: 100%; margin: auto; display: block; max-width: 600px;" class="vidyard-player-embed" src="https://play.vidyard.com/9jH6mcEjaBfjePTonFysFU.jpg" data-uuid="9jH6mcEjaBfjePTonFysFU" data-v="4" data-type="inline" data-width="600" />
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Link to view: Get Paid with Tap to Pay on iPhone

Video Tap to Pay on iPhone: Best Practices from Autobooks
01:58

Video embed code:
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<!-- The script tag should live in the head of your page if at all possible --> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <!-- Put this wherever you would like your player to appear --> <img style="width: 100%; margin: auto; display: block; max-width: 600px;" class="vidyard-player-embed" src="https://play.vidyard.com/ZXN1ambWcQEzwQ9tpM91op.jpg" data-uuid="ZXN1ambWcQEzwQ9tpM91op" data-v="4" data-type="inline" data-width="600" />
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Link to view: Tap to Pay on iPhone: Best Practices from Autobooks

Video How to: Invoicing with Autobooks
01:28

Video embed code:
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<!-- The script tag should live in the head of your page if at all possible --> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <!-- Put this wherever you would like your player to appear --> <img style="width: 100%; margin: auto; display: block; max-width: 600px;" class="vidyard-player-embed" src="https://play.vidyard.com/QcpJQhWZ8sYydD4XRqeL3B.jpg" data-uuid="QcpJQhWZ8sYydD4XRqeL3B" data-v="4" data-type="inline" data-width="600" />
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Link to view: Invoicing with Autobooks

Video How to: Mobile Invoicing with Autobooks
01:48

Video embed code:
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<!-- The script tag should live in the head of your page if at all possible --> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <!-- Put this wherever you would like your player to appear --> <img style="width: 100%; margin: auto; display: block; max-width: 600px;" class="vidyard-player-embed" src="https://play.vidyard.com/SwiGA9WRBNyzVkqxdWhUck.jpg" data-uuid="SwiGA9WRBNyzVkqxdWhUck" data-v="4" data-type="inline" data-width="600" />
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Link to view: Mobile Invoicing with Autobooks

Video How to: Accepting a Payment with Autobooks
02:40

Video embed code:
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<!-- The script tag should live in the head of your page if at all possible --> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <!-- Put this wherever you would like your player to appear --> <img style="width: 100%; margin: auto; display: block; max-width: 600px;" class="vidyard-player-embed" src="https://play.vidyard.com/C4ogMuvgw3NcfpTupWZyLy.jpg" data-uuid="C4ogMuvgw3NcfpTupWZyLy" data-v="4" data-type="inline" data-width="600" />
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Link to view: Accepting a Payment with Autobooks

Video How to: Accept in-person, contactless payments with Tap to Pay on iPhone
01:52

Video embed code:
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<!-- The script tag should live in the head of your page if at all possible --> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <!-- Put this wherever you would like your player to appear --> <img style="width: 100%; margin: auto; display: block; max-width: 600px;" class="vidyard-player-embed" src="https://play.vidyard.com/MjAqrSgFDKCZcvB7MWGcfy.jpg" data-uuid="MjAqrSgFDKCZcvB7MWGcfy" data-v="4" data-type="inline" data-width="600" />
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Link to view: Accept in-person, contactless payments with Tap to Pay on iPhone

Video Accounting and Reporting with Autobooks
03:21

Video embed code:
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<!-- The script tag should live in the head of your page if at all possible --> <script type="text/javascript" async src="https://play.vidyard.com/embed/v4.js"></script> <!-- Put this wherever you would like your player to appear --> <img style="width: 100%; margin: auto; display: block; max-width: 600px;" class="vidyard-player-embed" src="https://play.vidyard.com/Jr6iA4a3s7E5T8ar1qxCTU.jpg" data-uuid="Jr6iA4a3s7E5T8ar1qxCTU" data-v="4" data-type="inline" data-width="600" />
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Link to view: Accounting & Reporting with Autobooks