Autobooks Launch Workshop

How to Launch Autobooks at Your Institution, in Just Two Weeks

We’ve made it easy to launch Autobooks at your financial institution!

Our proven, go-live program will give you all the guidance and support you need — so you can take your small business team from “woah,” to “slow,” to “let’s go!”

The 3-Week Plan: How to Launch or Accelerate Autobooks at Your Institution

We’ve made it easy to launch (or reboot) Autobooks at your financial institution!

Our proven, go-live program will give you all the guidance and support you need — so you can take your small business team from “woah,” to “slow,” to “let’s go!” in just three weeks.

Along with the two live, one-hour sessions, all attendees will receive ongoing support and resources —

including scheduled deep dive sessions, training resources, promotional marketing materials, and more.

Week 1 Accessing and Mass Enabling Autobooks

Workshop Session: Tuesday, July 7, 2026
1 – 2 p.m. ET / 12 – 1 p.m. CT
Deep Dive Session: Thursday, July 9, 2026
1 – 2 p.m. ET / 12 – 1 p.m. CT

Week 2 Your Program Health Check and Growth Flywheel

Workshop Session: Tuesday, July 14, 2026
1 – 2 p.m. ET / 12 – 1 p.m. CT
Deep Dive Session: Thursday, July 16, 2026
1 – 2 p.m. ET / 12 – 1 p.m. CT

Our Autobooks Growth Team will provide you the guidance and step-by-step resources you need to quickly test the product, train your team, market your launch, and manage your program — so you can:

• Launch Autobooks now —
• Accelerate your current program — to compete with 3rd party disruptors, grow deposits, and earn NII
• Provide a no-commitment invoicing and digital payment acceptance option to your small business customers
• Get a quick win by upgrading your digital banking experience with Autobooks — all with minimal effort from your FI team