# The connected small business experience, inside Jack Henry

Autobooks brings receivables, payables, accounting, and lending together inside your Banno 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. Follow the four steps below.

#### Step 1: Prepare to go live

Complete and submit the Autobooks forms below:

###### Operational Form
- Assign your team contacts and Hub admin access.

###### Confirm Banno Configuration
- Log into Banno Admin and confirm availability of the Accept Online Payments Plugin. If not available, contact Jack Henry.

###### Capability Demos
- Watch walkthroughs of the most commonly used Autobooks capabilities.

###### Autobooks Hub
- Track usage, ROI, and third-party competitor activity.

###### Launch Workshop
- Live sessions plus ongoing coaching and resources.

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

#### Step 2: Configure & Test

Jack Henry has embedded and automated the technology to launch.

###### Banno Plugin Testing Guide
- Step-by-step instructions to enable and test the plugins before launch.

###### 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.

###### 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.