Resources

The library behind your Autobooks program

Industry research, on-demand webinars, ready-to-use marketing assets, training, peer success stories, and more. Built for the FI teams running Autobooks.

On-Demand Webinar
Catching up with Autobooks: May 2026

Watch the May installment of our, monthly webinar series to find out more about our latest updates — and how they positively impact your institution and your customer base.

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On-Demand Webinar
Make the Most of the Autobooks Hub

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.

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Everything in one place

Browse by what you need: research to brief your executives, assets to drive a campaign, training to bring a new team member up to speed, or a peer institution’s story to inform your own strategy. New resources are added as the program grows. 

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Insights

Research you can cite.

Industry research and approved data on small business behavior, payment trends, and the lending landscape. Citation-ready for executive and board conversations.

EXPLORE INSIGHTS
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Webinars

Sessions on demand.

Live and on-demand sessions covering product updates, launch playbooks, growth strategy, and conversations with peer institutions.

BROWSE WEBINARS
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Marketing

Campaign-ready assets. 

Campaign kits, ad templates, email copy, seasonal materials, and launch announcement assets. Ready to deploy across your channels. 

OPEN THE KIT
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Success Stories

How peers run their programs. 

How other financial institutions are running their Autobooks programs: activation strategies, marketing approaches, and the results they’re seeing. 

READ THE STORIES 
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Demos

Walk through every capability. 

Walk through every Autobooks capability the way your customers see it. Watch on demand or schedule a guided session with the Autobooks team. 

SEE THE DEMOS
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Training

Get your team ready. 

Role-based training covering receivables, payables, accounting, and lending. Built for product, marketing, sales, and support teams. 

START TRAINING
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Product Updates

What’s new across Autobooks. 

Latest enhancements, small business feedback, and what’s coming next across Autobooks. 

SEE WHAT'S NEW
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Support

Get help fast.

Every way to reach the Autobooks support team in one place, so you and your customers get answers when you need them. 

CONTACT SUPPORT
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Blog

Ideas worth your time. 

Perspective on small business banking, payments, and lending, written for the financial institutions building these programs.

READ THE BLOG

Looking for something specific?

The Autobooks team can point you to the right resource.