Get the latest insights and perspectives on small business banking and our platform.
A monthly webinar focused on product updates. A deep dive into Checkout Pages.
Take your Autobooks program to the next level using the Autobooks Hub. In this session, we focus on ways to serve your clients better, how to interpret key data, and strategies to grow your Autobooks program.
Explore all the Autobooks resources
Latest Autobooks Resources
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Resource Kit
Launch Announcement Marketing Campaign
You've launched Autobooks. Let your small business customers know with our free resources.
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Resource Kit
Launch Announcement Marketing Campaign
POPULARYou've launched Autobooks. Let your small business customers know with our free resources.
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On-Demand Webinar
Catching Up with Autobooks: September 2024
NEW POPULARA monthly webinar focused on product updates. A deep dive into Checkout Pages.
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Resource Kit
Checkout Pages Resource Kit
NEWWhen it comes to running a business, customers don’t need another complex project. Help them create a Checkout Page with just a few clicks and start collecting payments that deposit directly into their account at your financial institution.
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On-Demand Autobooks Hub Training
Serve Your Clients Better, Interpret Key Data, and Grow your Autobooks Program
NEWTake your Autobooks program to the next level using the Autobooks Hub. In this session, we focus on ways to serve your clients better, how to interpret key data, and strategies to grow your Autobooks program.
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On-Demand Webinar
Catching Up with Autobooks: August 2024
A monthly webinar focused on product updates. Learn about improved our Accounting experience upgrade, Autobooks Hub saved views, and Tap to Pay SMS receipts.
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On-Demand Webinar
Catching Up with Autobooks: July 2024
A monthly webinar focused on product updates. Introducing the Account Status & Notification Center, new small business facing webinars, and Autobooks Hub features.
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On-Demand Webinar
Catching Up with Autobooks: June 2024
A monthly webinar focused on product updates. Learn how we've optimized the first-time experience, about core app updates, and Autobooks Hub updates.
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Interview Series & Guide
Autobooks Guide to Demand Banking
NEW POPULARHave you ever wanted to see small business banking through the lens of a customer, to find out what they really need from your financial institution — but didn’t know what to ask or where to start? If so, our new Demand Banking Series is for you.
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On-Demand Webinar
Catching Up with Autobooks: May 2024
A monthly webinar focused on product updates. Learn about improved onboarding, new SMB activation communications, and Autobooks Hub enhancements.
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On-Demand Webinar
Catching Up with Autobooks: April 2024
A monthly webinar focused on product updates. Learn about improved onboarding, SMB facing app enhancements, Autobooks Hub enhancements, and Tap to Pay on iPhone enhancements.
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On-Demand Webinar
Catching Up with Autobooks: March 2024
A monthly webinar focused on product updates. Learn about our new onboarding experience, in-app education modules, and the new settlement report.
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On-Demand Webinar
Autobooks Onboarding Upgrades: What Your Institution Needs to Know
Good news! Autobooks has made major updates to the onboarding/enrollment process. In addition, the Autobooks Hub has also been updated to reflect these changes.
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Resource Kit
"It's Tax Season" Resource Kit
NEWOur free Resource Kit is designed to help your financial institution quickly deploy messaging that is focused on the value of Autobooks during tax season.
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Resource Kit
"It's Tax Season" Resource Kit
NEWOur free Resource Kit is designed to help your financial institution quickly deploy messaging that is focused on the value of Autobooks during tax season.
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Download
Autobooks Logo
Autobooks logo files that can be used in your go-to-market efforts
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Resource Kit
"New Year, New You" Resource Kit
POPULARThis kit is designed to help you reach out to your small business customers in the new year.
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On-Demand Webinar
A Roadmap for 2024: How to Refine Your Digital Strategy to Re-Engage Your SMB Audience
POPULARJoin the Autobooks team as they share some of their top insights as well as some practical pointers.
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Resource Kit
Giving Season Resource Kit
POPULAROur free Resource Kit is designed to help your financial institution quickly deploy messaging that is focused on the value of Autobooks during the Giving Season.
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On-Demand Webinar
Get Up to Speed with Autobooks: What’s New, What’s Improved & Where We’re Going
NEWWe’ve been busy in 2023! We’ve launched new products, shipped multiple updates, revamped existing programs and resources, and more.
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Resource Kit
Get Paid on the Go Resource Kit
Our Autobooks Year Round resource kit is designed to help tell your customers they can accept digital payments from just about anywhere.
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On-Demand Webinar
Launching Tap to Pay on iPhone
Autobooks representatives will walk you through how Tap to Pay on iPhone works and what your financial institution needs to know.
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Embeddable Web Content
Get Paid with Autobooks Landing Page
POPULARThe Autobooks landing page snippet is designed to provide you with a plug and play landing page that communicates the value of Autobooks to a small business customer
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Resource Kit
Evergreen Year Round Marketing Kit
Our Autobooks Year Round resource kit is designed to help you promote Autobooks at any time of year.
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Download
Invoicing with Autobooks (How-to Video)
A video explaining how to use invoicing with Autobooks.
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Download
Mobile Invoicing with Autobooks (How-to Video)
A video explaining how to use mobile invoicing with Autobooks.
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Download
Start Invoicing Your Customers (Video)
A video designed to help you communicate how to get started with invoicing customers
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Download
Getting Started with Payment Forms (Video)
A video designed to help you communicate how to get started with the payment form
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On-Demand Webinar
Autobooks Fireside Chat: A conversation with our co-founder and CEO, Steve Robert
Steve discusses the state of the partnership, and the ways that Autobooks has continued to grow and adapt to better serve financial institutions.
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Resource Kit
National Small Business Week
Like you, we believe that small businesses are worth celebrating — not just during this week, but all year long. Tell you small business customers about Autobooks with these free resources.
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Resource Kit
National Small Business Week
Like you, we believe that small businesses are worth celebrating — not just during this week, but all year long. Tell you small business customers about Autobooks with these free resources.
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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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Report
2022 Autobooks Small Business Data Report
POPULARAn analysis of transactional data to determine the state of small business banking
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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
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
Threats & Opportunities in Small Business Banking
In this webinar, Derik Sutton, CMO of Autobooks, presents an analysis of the transactional data that will help financial institutions better understand the opportunity and threats in small business banking. These industry insights will guide your game plan to stay ahead of the competition.Â
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Email campaign
Small Business Activation Emails
POPULARThe Small Business Activation emails are designed to help guide enrolled users to accepting their first payment through the invoicing and payment acceptance features inside their online banking.
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Email campaign
Small Business Activation Emails
POPULARThe Small Business Activation emails are designed to help guide enrolled users to accepting their first payment through the invoicing and payment acceptance features inside their online banking.
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Resource Kit
Third-Party Targeted Resource Kit
POPULARThese resources are designed to create awareness and drive adoption of the Autobooks invoicing and payment acceptance features with small business customers who are currently using a third-party competitive solution.
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Resource Kit
Third-Party Targeted Resource Kit
These resources are designed to create awareness and drive adoption of the Autobooks invoicing and payment acceptance features with small business customers who are currently using a third-party competitive solution.
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Download
Autobooks Product Images
Use these product images to insert them into your marketing promotions as needed
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Download
Autobooks Product Images
Use these product images to insert them into your marketing promotions as needed
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Download
Digital Ad Inventory
We created these digital ads to promote adoption and awareness of Autobooks to your users
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Download
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
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
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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Download
Invoicing and Payment Link (Video)
A professional marketing video about Autobooks. Free to download and use in your own marketing campaigns.
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Download
Payment Form with Autobooks (Video)
A marketing video designed to help you communicate the value of the Autobooks Payment Form to your small businesses.
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Download
Invoicing with Autobooks (Video)
A marketing video designed to help you communicate the value of Autobooks Invoicing to your small businesses.
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Download
Invoicing and Payment Link (Video)
A professional marketing video about Autobooks. Free to download and use in your own marketing campaigns.
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Download
Invoicing with Autobooks (Video)
A marketing video designed to help you communicate the value of Autobooks Invoicing to your small businesses.
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Download
Payment Form with Autobooks (Video)
A marketing video designed to help you communicate the value of the Autobooks Payment Form to your small businesses.
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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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On-Demand 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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On-Demand 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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On-Demand 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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On-Demand 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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On-Demand 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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On-Demand 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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On-Demand 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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Report
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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On-Demand 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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Report
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
Cornerstone Advisors 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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On-Demand 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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On-Demand Webinar
Celent Report Webinar - Reinventing Small Business Banking
Apr 12, 2021The Celent Report 2021 Webinar with Autobooks is now available for on-demand viewing.