Enable Autobooks inside Candescent digital banking.
Find everything you need to successfully launch and maintain your Autobooks program right here, on this page. To get started, just follow the four steps below.
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 - No Cost Option
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
Cash Flow Management
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 - Requires License Fee
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
Bill Pay
Tap to Pay on iPhone*
Financial Institution Back Office
Customize Reporting
Customize Dashboards
Referral Management System
Unlimited Admin Users
Marketing
& Training
Assigned Implementation Specialist
Training Video Library
Embeddable LMS Modules
Interested in a demo or pricing? 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
Ensure your financial institution has allowed data sharing through your partnership with Candescent.
Interested in Autobooks Enterprise?
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.
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 two 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
Candecent has embedded and automated the technology to launch, so moving forward will be simple for your financial institution.
Autobooks + Candescent (formerly NCR Voyix) Feature Guide
Review the feature guide to better understand the technical elements once you get into the testing environment.
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.
FAQs: Business Banking Invoicing & Payments Powered by Autobooks
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.
Now available for Candescent financial institutions
Tap to Pay on iPhone
Be one of the first financial institutions in the country to offer Tap to Pay on iPhone.
With Tap to Pay on iPhone and Autobooks, small business customers can accept in‑person, contactless payments right on their iPhone — directly inside your mobile banking app. No extra terminals or hardware needed.
Tap to Pay on iPhone is an add-on module to the Autobooks product suite. If you would like more information about enabling Tap to Pay on iPhone for your customers, learn more and sign up now.
Tap into a new way to better serve and monetize small business relationships.
Get started with
Tap to Pay on iPhone
Tap to Pay on iPhone works seamlessly with Autobooks, a digital payment acceptance solution already integrated within the Candescent digital banking platform.
Once your mobile banking app is enabled with Tap to Pay on iPhone, your customers can start accepting contactless, in-person payments right on their iPhone.