FIS + Autobooks

The connected small business experience, inside FIS

Autobooks brings receivables, payables, accounting, and lending together inside your FIS Digital One™ digital banking.

Autobooks Packages

Packages that evolve your small business strategy

Start with what fits your strategy today and expand as the value proves itself. Each package builds on the last.

Basic

Invoicing and payment acceptance inside digital banking

Plus

Advanced payments, Tap to Pay on iPhone, and working capital

Pro

The full connected solution: receivables, payables, accounting, lending, and Autobooks Hub

Smart Checking

Autobooks Pro aligned to your business checking strategy

Four steps to a successful program

Everything you need to launch and manage your Autobooks program. Follow the four steps below.

Step 1: Prepare to go live

• Submit FIS Standard Request
  Instructions to submit and track your project are available in the guide.
  FIS Standard Request - How To Guide

• Operational Form
  Assign your team contacts and Hub admin access.
  Operational Form

• Capability Demos
  Watch walkthroughs of the most commonly used Autobooks capabilities.
  Watch Now

• Autobooks Hub
  Track usage, ROI, and third-party competitor activity.
  Learn more

• Launch Workshop
  Live sessions plus ongoing coaching and resources.
  Join the waitlist/register

• Training Resources
  Webinars, reference materials, and internal go-to-market collateral.
  Autobooks Training Resources

Step 2: Configure & Test

FIS has embedded and automated the technology to launch.

• Enable the Autobooks Service
  Follow the guide relevant to your platform: Digital One™ Business, Digital One™ Business Mobile, or Digital One™ Flex configuration.
  Digital One™ Business configuration
  Digital One™ Business Mobile configuration
  Digital One™ Flex configuration

• Self-Service Guide
  Enroll your first test user.
  Autobooks Standard Self-Service Guide

• Partner Success Center
  Answers to frequently asked questions.
  FIS SMB Embedded Finance FAQ
  Partner Success Center

Step 3: Announce Your Launch

Marketing drives awareness, engagement, and activation. Free marketing materials are ready to use.

• Launch Announcement Kit
  Campaign materials to announce Autobooks to your customers.
  Get Started

• FIS Digital One Business Splash Page
  Plug and play splash page content to drive awareness and adoption.
  Learn More

• 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.
  View Now

• Go-to-Market Resources
  Evergreen marketing assets, videos, templates, and campaigns.
  View Now

Step 4: Manage Your Program

• Autobooks Hub
  Monitor program activity, measure success, and identify opportunities.
  Autobooks Hub

• Product Updates
  Latest enhancements, small business feedback, and data insights.
  Learn More