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.