CSI + Autobooks
The connected small business experience, inside CSI
Autobooks brings receivables, payables, accounting, and lending together inside your CSI-powered 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
Contact your representative at CSI to get set up with the correct access and data sharing.
CSI Digital Banking Enablement Guide
How to enable users for the Autobooks service within digital banking.
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.
Internal Presentation
Ready-to-use slide deck for stakeholder alignment.
Step 2: Configure & Test
CSI and Autobooks have already completed the configuration. Once confirmed on your end, you’re ready to enable for customers.
Profit Share
For many financial institutions, profit share is available. ACH authorization form required.
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.
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.
Tap to Pay Announcement Kit
Get the word out that Autobooks now includes Tap to Pay on iPhone.
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.