The connected small business experience, inside Candescent

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

Step 1: Prepare to go live

Request Access

Ensure your financial institution has allowed data sharing through your partnership with Candescent.

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.

Launch Workshop

Two live sessions plus ongoing coaching and resources.

Training Resources

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

Step 2: Configure & Test

Candescent has embedded and automated the technology to launch.

Candescent Feature Guide

Review the technical elements of the testing environment.

Tap to Pay on iPhone Guide

Enable Tap to Pay on iPhone for your small business customers.

Testing Guide

Configure a test user and explore invoicing, payment links, Tap to Pay on iPhone, and accounting.

FAQs

Business Banking Invoicing & Payments Powered by Autobooks.

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.

Tap to Pay on iPhone

Offer Tap to Pay on iPhone to your small business customers. Accept contactless payments inside your mobile banking app. With Tap to Pay on iPhone and Autobooks, small business customers can accept in-person, contactless payments right on their iPhone, directly inside your mobile banking app. No extra terminals or hardware needed.