Get the latest insights and perspectives on small business banking and our platform.
TD Bank went back to the drawing board with their small business checking — and reintroduced an even more versatile account designed to address real customer needs.
Partnering with Jack Henry & Associates to create value for financial institutions.
Explore all the Autobooks resources
Latest Autobooks Resources
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Autobooks Adoption Email Kit
Leverage the Autobooks Adoption Email Kit to drive awareness and usage of Autobooks
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Adoption Kit Best Practices Guide (PowerPoint)
Use this best practices guide in tandem with our Autobooks Adoption Kit to promote adoption and awareness of Autobooks to your users
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Autobooks Internal Announcement Email
Use this internal announcement email to promote awareness of Autobooks at your financial institution
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Autobooks Product Images
Use these product images to insert them into your marketing promotions as needed
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Digital Ad Inventory
We created these digital ads to promote adoption and awareness of Autobooks to your users
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Banking Story
Choice One Bank: Competing, and winning, against popular third-party apps
NEW POPULARChoiceOne gains a competitive edge with Autobooks helping to reduce customer reliance on third-party app providers like Square and PayPal.
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Banking Story
Midwest BankCentre: From invoicing to getting paid: Reaching more SMBs with a streamlined experience
NEW POPULARMidwest BankCentre is redefining payment acceptance for their small business customers, making it easier for customers to boost cash flow while continuing to provide expert guidance.
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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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Banking Story
TD Bank: Reinventing small business checking by helping customers get paid
POPULARTD Bank went back to the drawing board with their small business checking — and reintroduced an even more versatile account designed to address real customer needs.
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Partner Case Study
Jack Henry: Partnering to create value for financial institutions
POPULARPartnering with Jack Henry & Associates to create value for financial institutions.
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Guide
Autobooks Year In Review 2022
Autobooks has created a year in review to ensure you won't miss any of the resources created throughout this year. Make sure to download the guide today.
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Webinar
Preparing for 2022: A Tour of Our New Autobooks Guides
POPULAR Nov 29, 2021Join Autobooks' Derik Sutton to learn about the various guides created in 2021 and how to apply the information within to your own small business banking.
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Webinar
Understanding the SMB Cash Flow Flywheel
POPULAR Nov 8, 2021Join Autobooks for our Monthly Webinar. We'll share what an SMB flywheel is, its benefits, and how to create the best flywheel for your SMBs.
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Guide
Autobooks Guide to Small Business Checking
When it comes to checking, how have the needs of small business owners changed? The reality is that business owners aren't looking for just any account.
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Guide
Autobooks Go-to-Market Guide
To help your FI drive product awareness, Autobooks offers a library of free Go-to-Market assets. The messaging is built from our value-enabling insights gained from many hours of extensive research.
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Guide
Autobooks Guide to Disruption
Download the Autobooks Guide to Disruption in Small Business Banking to learn more about disruptive innovation.
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Guide
Autobooks Guide to ROI
Read and learn more from Autobooks' brand new guide to ROI.
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Webinar
Separating Fact from Fiction: A Data-Driven Perspective on Small Business Banking
POPULAR Oct 14, 2021See real FI data and strategies for using these insights to position your products and services.
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Webinar
How to Rethink In-Branch Sales Promotions
POPULAR Sep 14, 2021Take an inside look at Community Bank N.A.'s in-branch sales campaigns.
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Webinar
SMB Banking in the New Digital Normal
POPULAR Aug 16, 2021Explore the challenges and opportunities in a crowded competitive landscape.
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Webinar
Building the Business Case for Small Businesses
Jun 8, 2021Join this webinar to learn more about Autobooks and to start building your business case.
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Webinar
Are small business deposits at risk?
Jun 8, 2021Watch the webinar and download the slides.
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Report
Cash Flow Management and Small Business Success | Autobooks
Download the Aite report! Learn more about the crucial role cash flow management plays in small business success. Powered by Autobooks.
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Guide
Reinventing Small Business Banking | Autobooks
Download the Celent Report to learn more about small business banking and how to better help your FIs.
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Webinar
Why TD Bank Decided to Upgrade Small Business Banking | Autobooks
Jun 7, 2021Watch our on-demand webinar to hear why TD Bank decided to upgrade its small business banking experience.
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Guide
Building a Winning Small Business Bank
Download our white paper to learn more about the small business market and how your Financial Institution can better serve your small business clients.
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Report
Bank Director Small Business Insights Report
Download this report to learn more about the small business market and how your Financial Institution can better serve your small business clients.
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Video
Small Business is Changing Video
May 4, 2021In this video you'll learn more about the evolution of the small business landscape and what financial institutions must do to compete.
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Report
Ron Shevlin Small Business Banking Report
Upgrading small business banking is a $370 Billion opportunity according to Ron Shevlin of Forbes and Cornerstone Advisors. Download the latest report.
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Report
Small Business Report 2020 | Autobooks
Read the latest updates from Autobooks to better understand small business operations, their banking needs, and how financial institutions monetize these relationships.
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Webinar
Webinar - Ron Shevlin Small Business Banking Report
Apr 21, 2021Upgrading small business banking is a $370 Billion opportunity according to Ron Shevlin of Forbes & Cornerstone Advisors. Watch this webinar for key takeaways from the report and gain additional market insights.
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Webinar
Celent Report Webinar - Reinventing Small Business Banking
Apr 12, 2021The Celent Report 2021 Webinar with Autobooks is now available for on-demand viewing.