Reporting

View any report, at any time

Select from a list of on-demand, weekly reports organized to quickly give you the information you need. Leverage the data and take action to ensure that your small business customers are engaged, satisfied, and growing. All of the following reports are included:

• Autobooks Payment Report
• Autobooks Small Business Report
• Monthly Revenue Report

SMB report:

Learn more about who’s enrolled

The details displayed in this report shows total all-time figures, like processing volume and processing count per SMB. See the current status of each SMB — reach out to SMBs based on who is active and who is not.

• Generated weekly; available on demand
• Includes all historical data, up to that date
• Reach out to customers who are inactive
• Identify heavy users to create cross-selling opportunities
• Track total processing volume to predict future FI revenue

Payment report:

Identify your most active customers

View a running list of all the Autobooks processed payment activities within your institution. Each line is a processed payment transaction and offers you details for that transaction. Easily filter out transactions by date and identify who are your most active SMBs.

• Generated weekly; available on demand
• Includes all historical data, up to that date
• Identify heavy users to create cross-selling opportunities
• Better understand the nature of individual businesses
• Apply insights to marketing outreach and sales messaging

Revenue report:

Track ROI with monthly summaries

There's no need to dig up data and crunch the numbers — this concise report does it for you. More easily track revenue generated from Autobooks usage.

• Conveniently track bottom line metrics
• View total processing volume (TPV)
• Track processing net income
• Monitor accounting SaaS fees
• Stay on top of total residual share earned

Third-party app providers are winning over small businesses.

7,799

business accounts accepted payments with third-party apps at a $4.5 Billion Bank last year

4,406

business accounts accepted payments with third-party apps at a $2 Billion Bank last year

60,514

business accounts accepted payments with third-party apps at a $13 Billion Bank last year

Identify displacement before it happens

Upgrade to Identity Intelligence to make your data even more actionable. Get the insights and leads to help you intervene when a third-party app tries to take a customer away. Access third-party reporting on non-bank payment activity and notifications including:

• Competitive Displacement Deposit Summary Identity Report
• Competitive Displacement Microdeposit Identity Report
• Competitive Displacement Transaction Report
• Real-time Microdeposit Identity notifications