Autobooks directly integrates into your existing Q2 online and mobile banking in two seamless ways: direct integration or marketplace integration. Find everything you need to successfully launch and maintain your your program right here, on this page.
To get started, just follow the four steps below.
Prepare to Go Live
Start here by learning the ins-and-outs of the Autobooks dashboard and its various features. Also, you’ll want to set your program up for success with an Autobooks Hub account.
Autobooks Launch Workshop
The 3-Week Plan:
How to Launch or Accelerate Autobooks at Your Institution
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.
Complete a launch with as little as two hours of commitment a week
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Request Access
Autobooks + Q2 operational form
Provide the critical information we need to help you effectively operationalize Autobooks.
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Request Access
Autobooks Implementation form
Provide the technical details we need to set up your account.
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Request Access
Q2 Marketplace Agreement & Associated AB Application Summary
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Request Access
Q2 Catalog: Autobooks Agreement
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Learn More
Autobooks Hub Features
Everything you need to stay on top of small business customer activity at your financial institution
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Learn More
Autobooks Training Resources for Q2
Get your staff trained up with a wide range of proven resources, including a plan of action.
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Presentation
Autobooks Overview Presentation for Internal Stakeholders
NEWDownload our ready-to-use internal slide deck to rally stakeholders and build internal excitement for the project.
Configure & Test
Your Autobooks program is almost ready to go live — refer to the resources here to ensure a smooth launch.
Announce Your Launch
Drive Autobooks feature awareness, engagement, and activation with your small business audience. Make it easy with these ready-made marketing materials.
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Download
Digital Ads - Formatted for Q2 SMART Size Requirements
To make it simple to market Autobooks to your small businesses leveraging Q2 SMART, we have included sample digital ads formatted for common ad placement size.
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Go-to-Market Resources
Evergreen Marketing Materials & Campaign Kits
Convey the value of Autobooks year-round with resources and assets that can easily fit into new or existing campaigns.
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Resource Kit
Launch Announcement Marketing Campaign
Ensure that your customer base understands the value of Autobooks and the fact that it’s now available at your financial institution.
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Learn More
Annual Marketing Calendar
Our annual marketing calendar is organized by quarters, to make it easier to organize a campaign at your financial institution.
Manage Your Program
Once your Autobooks program is up and running, you have the opportunity to monitor progress and optimize it for broader engagement and adoption.
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Training Kit
Autobooks Quarterly Training Kit (Q4 2023)
NEWAlready an Autobooks fan? Download our latest quarterly mini-kit to keep your staff up to date!
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Register/Join the Waitlist
The 3-Week Growth Plan: How to Accelerate Your Autobooks Program
In this on-demand webinar, you can learn how to build a strategy that sets your financial institution up for success.
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Log in now
Access the Autobooks Hub
Gain access to Hub to easily track Autobooks usage, ROI, and third-party competitor activity inside your financial institution.
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Learn More
Autobooks Product Updates
Learn about the latest product enhancements, including customer feedback and data insights that influenced each update.
Webinars
Go deeper and learn from your peers. These on-demand webinars and case studies will help to answer questions.
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On-Demand Webinar
Launching Tap to Pay on iPhone
NEWAutobooks representatives will walk you through how Tap to Pay on iPhone works and what your financial institution needs to know.
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On-Demand Webinar
How to Activate Your Small Businesses Session 3: Prioritizing Impactful Ongoing Initiatives
Mar 28, 2023Learn the proven ways other financial institutions have found long-term success—and what you should prioritize.
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On-Demand Webinar
How to Activate Your Small Businesses Session 2: Leveraging Autobooks Data & Assets
POPULAR Feb 28, 2023Ready to successfully engage your small business customers? Built for financial institutions, this three-part webinar series will cover what you need to know to get the most out of your Autobooks program.
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On-Demand Webinar
Available Now for Q2 Digital Banking: Invoicing + Online and In-App Payment Acceptance
Watch this on-demand webinar to learn how you can easily enable invoicing and online and in-app payment acceptance – and how you and your small businesses benefit from these new capabilities offered directly from Q2 online and mobile banking.
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On-Demand Webinar
How to Activate Your Small Businesses Session 1: Starting a Healthy Autobooks Program
POPULAR Jan 31, 2023Ready to successfully engage your small business customers? Built for financial institutions, this three-part webinar series will cover what you need to know to get the most out of your Autobooks program.
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On-Demand Webinar
Cornerstone Advisors: The $370 Small Business Banking Opportunity
POPULARJoin Ron Shevlin from Cornerstone Advisors and Derik Sutton from Autobooks as they discuss Ron's small business banking report: The $370 Small Business Banking Opportunity.
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On-Demand Webinar
CELENT: Reinventing Small Business Banking
POPULARLearn how Small Business Banking is being reinvented. Join Derik Sutton from Autobooks as he breaks down the CELENT report: Reinventing Small Business Banking.
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Banking Story
Bank of Tennessee: Adding a digital solution to complement a full-service customer experience
POPULARBank of Tennessee has experienced a 366% increase in sign-ups since launching and customers who are enthusiastic about new technology features that are integrated into their business accounts.
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Banking Story
Five Star Bank: Leveraging fintech technology in the service of community banking
POPULARWith Autobooks, Five Star Bank leaned into their digital channels to reframe the power of community banking.
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On-Demand Webinar
Q2 Marketplace Training Series - The Basics
Join the Autobooks team to learn more about the Online Payment Features. You'll learn how to talk to your small business clients about the benefits of the tools.
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On-Demand Webinar
Q2 Training Series - Driving Enrollments
Join the Autobooks team to learn how to identify opportunities and drive enrollments.
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On-Demand Webinar
Q2 and Autobooks Upgrade Small Business Banking
Upgrade small business banking via the Q2 Marketplace to include the digital banking tools a small business needs to accept and manage online payments.