Autobooks’ embedded features, inside Q2 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
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
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
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
Accounting
Reporting
Bill Pay
Cash Flow Management
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
Ready to learn more? Contact Us
About Autobooks
Today, small business owners and independent workers are turning to third-party providers for a variety of financial needs, which most often makes their workflows harder to manage and more expensive to maintain. That's why Autobooks is on a mission to simplify digital banking and bring the customers back where they belong: with their financial institutions.
We make it easy for financial institutions like yours to access and offer market-ready tools built for small businesses — right inside your Q2-powered digital banking channel.
Accept digital payments, including all major credit cards.
Send professional invoices, with the ability to customize them.
Get paid directly into their account, where they can access funds easily.
Manage cash flow, automate reporting and bookkeeping, and more.
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
All Q2 customers can now enable our digital invoicing and payment acceptance features at no charge.
Interested in Autobooks Enterprise?
Review the app summary page within the Innovation Studio Partner Catalog
Once reviewed, finalize the app summary request:
-
For Autobooks Embedded, Click Request App in the upper right hand corner.
-
Review and submit the Application Summary and Q2 End User Marketing Terms.
- For Autobooks Enterprise, contact the Autobooks sales team.
Finally, complete and submit the Autobooks forms below:
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.
Complete the Implementation Form
Provide the technical details we need to set up your account.
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 three 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.
Internal Presentation
Download our ready-to-use internal slide deck to rally stakeholders and build internal excitement for the project.
Step 2: Configure & Test
2.1
Autobooks + Q2 Configuration Guide
The configuration guide documents the technical steps required to enable the Autobooks features for testing and eventual go live.
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.
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.
Digital Ads: Formatted for the Q2 Composable Dashboard Requirements
To make it simple to market Autobooks to your small businesses leveraging the Q2 Composable Dashboard, we have included sample digital ads formatted for common ad placement size. Your team can use these ads as they come, or edit to reflect your unique brand colors.
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 Q2 financial institutions
Tap to Pay on iPhone
Be one of the first financial institutions in the country to offer Tap to Pay for 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 for iPhone is an add-on module to the Autobooks product suite. To enable the free Autobooks product suite inside of your Q2 powered online and mobile banking apps, follow the four steps above. If you are already live with Autobooks or would like more information about how to enable Tap to Pay for iPhone for your customers, sign up to get started below.
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 Q2 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.
