Research on the small business economy.

Industry reports, white papers, guides, and analysis your team can cite, share, and use to shape strategy.

The data your institution can cite.

Insights collects vetted research about the segment your institution serves. Every source is documented and citation-ready: Federal Reserve data, Javelin Strategy & Research, and original Autobooks research drawn from billions in payment volume across thousands of financial institutions.

Reports and Guides

• The Invoicing Gap: How Small Businesses Get Paid, and Why Banks are Missing Out
  New research from Javelin Advisory Services shows 61% of small businesses now send electronic invoices, but only 18% do it through their financial institution.

• Autobooks Guide to Demand Banking
  Have you ever wanted to see small business banking through the lens of a customer, to find out what they really need from your financial institution — but didn’t know what to ask or where to start? If so, our new Demand Banking Series is for you.

• 2022 Autobooks Small Business Data Report
  An analysis of transactional data to determine the state of small business banking.

• Autobooks Year In Review 2022
  Autobooks has created a year in review to ensure you won't miss any of the resources created throughout this year. Make sure to download the guide today.

• Autobooks Guide to Small Business Checking
  When it comes to checking, how have the needs of small business owners changed? The reality is that business owners aren't looking for just any account.

• Autobooks Go-to-Market Guide
  To help your FI drive product awareness, Autobooks offers a library of free Go-to-Market assets. The messaging is built from our value-enabling insights gained from many hours of extensive research.

• Autobooks Guide to Disruption
  Download the Autobooks Guide to Disruption in Small Business Banking to learn more about disruptive innovation.

• Autobooks Guide to ROI
  Read and learn more from Autobooks' brand new guide to ROI.

• Cash Flow Management and Small Business Success | Autobooks
  Download the Aite report! Learn more about the crucial role cash flow management plays in small business success. Powered by Autobooks.

• Reinventing Small Business Banking | Autobooks
  Download the Celent Report to learn more about small business banking and how to better help your FIs.

• Building a Winning Small Business Bank
  Download our white paper to learn more about the small business market and how your Financial Institution can better serve your small business clients.

• Bank Director Small Business Insights Report
  Download this report to learn more about the small business market and how your Financial Institution can better serve your small business clients.

• Cornerstone Advisors Small Business Banking Report
  Upgrading small business banking is a $370 Billion opportunity according to Ron Shevlin of Forbes and Cornerstone Advisors. Download the latest report.

• Small Business Report 2020 | Autobooks
  Read the latest updates from Autobooks to better understand small business operations, their banking needs, and how financial institutions monetize these relationships.