The connected small business experience, inside Bottomline

Autobooks brings receivables, payables, accounting, and lending together inside your Bottomline 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.

**Finalizing Your Autobooks Launch Plan?**Still have questions?

Discover how other financial institutions:

• Prepared their teams
• Overcame internal hurdles
• Successfully launched their programs

Step 1: Prepare to go live

Operational Form

Assign your team contacts and Hub admin access.

Capability Demos

Watch walkthroughs of the most commonly used Autobooks capabilities.

Autobooks Hub

Track usage, ROI, and third-party competitor activity.

Training Resources

Webinars, reference materials, and internal go-to-market collateral.

Complete the Implementation Form Provide the technical details we need to set up your account.

1.3 Join our next Launch Workshop

Set your institution up for success

Along with the 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.

Step 2: Configure & Test

Testing Guide

Configure a test user and explore invoicing, payment links, and accounting.

Partner Success Center

Answers to frequently asked questions.

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.

Annual Marketing Calendar

Quarterly campaign plan with seasonal tie-ins.

Go-to-Market Resources

Evergreen marketing assets, videos, templates, and campaigns.

Step 4: Manage Your Program

Autobooks Hub

Monitor program activity, measure success, and identify opportunities.

Product Updates

Latest enhancements, small business feedback, and data insights.