Candescent + Autobooks

The connected small business experience, inside Candescent

Autobooks brings receivables, payables, accounting, and lending together inside your Candescent digital banking. 

Autobooks Partnership Model Implementation Resources Meet with Our Team

Autobooks Packages 


Packages that evolve your small business strategy

Start with what fits your strategy today and expand as the value proves itself. Each package builds on the last.

Basic

Invoicing and payment acceptance inside digital banking

Plus

Advanced payments, Tap to Pay on iPhone, and working capital

Pro

The full connected solution: receivables, payables, accounting, lending, and Autobooks Hub

Smart Checking

Autobooks Pro aligned to your business checking strategy

Four steps to a successful program


Everything you need to launch and manage your Autobooks program.

Step 1: Prepare to go live


Request Access

Ensure your financial institution has allowed data sharing through your partnership with Candescent.

Operational Form

Assign your team contacts and Hub admin access.

Operational Form

Capability Demos

Watch walkthroughs of the most commonly used Autobooks capabilities.

Watch Now

Autobooks Hub

Track usage, ROI, and third-party competitor activity.

Learn more

Launch Workshop

Two live sessions plus ongoing coaching and resources.

Join the waitlist/register

Training Resources

Webinars, reference materials, and internal go-to-market collateral.

Autobooks Training Resources

Step 2: Configure & Test


Candescent has embedded and automated the technology to launch.

Candescent Feature Guide

Review the technical elements of the testing environment.

Download

Tap to Pay on iPhone Guide

Enable Tap to Pay on iPhone for your small business customers.

Download

Testing Guide

Configure a test user and explore invoicing, payment links, Tap to Pay on iPhone, and accounting.

Testing Guide

FAQs

Business Banking Invoicing & Payments Powered by Autobooks.

Download

Partner Success Center

Answers to frequently asked questions.

Partner Success Center

Step 3: Announce Your Launch


Marketing drives awareness, engagement, and activation. Free marketing materials are ready to use.

Launch Announcement Kit

Campaign materials to announce Autobooks to your customers.

Get Started

Annual Marketing Calendar

Quarterly campaign plan with seasonal tie-ins.

View Now

Go-to-Market Resources

Evergreen marketing assets, videos, templates, and campaigns.

View Now

Step 4: Manage Your Program


Autobooks Hub

Monitor program activity, measure success, and identify opportunities.

Autobooks Hub

Product Updates

Latest enhancements, small business feedback, and data insights.

Learn More

Now available for Candescent financial institutions

Tap to Pay on iPhone


tap-to-pay-on-iphone-smb1@2x

Offer Tap to Pay on iPhone to your small business customers. Accept contactless payments inside your mobile banking app. 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 into a new way to better serve and monetize small business relationships.