Autobooks Integration Options
Basic
Invoicing and payment acceptance built into digital banking.
Plus
Advanced payment functionality and working capital.
Pro
The complete small business solution.
Autobooks Packages
Basic
Invoicing and payment acceptance built into digital banking.
No monthly license fee.
5% revenue share on transaction processing.
0 /month
Plus
Advanced payment functionality and working capital.
Monthly license fee.
10% revenue share on transaction processing and loan origination fees.
0 /month
Pro
The complete small business solution.
Monthly license fee.
15% revenue share on transaction processing, loan origination fees, and monthly SaaS fees paid by the end customer.
0 /month
Pro for Business Checking
You own the account and Autobooks powers the technology. Built on Autobooks Pro and aligned to your checking product strategy. 0 /month
Purpose-built small business functionality integrated directly into your business banking experience
Small businesses are evolving, and so are their financial needs. In today’s digital-first economy, small business owners expect more than a traditional checking account. They need tools to manage payments, track cash flow, automate accounting, and access capital, all within the digital banking experience they already use and trust.
Autobooks offers a set of product packages designed to help financial institutions meet this growing demand and deliver a more modern small business experience.
Smart Checking
You own the account and Autobooks powers the technology. Built on Autobooks Pro and aligned to your business checking strategy. 8 /month
Receivables and Working Capital
Accounting and Cash Flow
Transaction Categorization.
Financial Reporting.
Cash Flow Dashboard.
Budgeting.
Self-service Upgrade for the Business.
Bundled into Business Checking.
Small Business Dashboard Tiles for Digital Banking
Accept Payments.
Payment Tracking.
Profit and Loss.
Autobooks Capital.
Cash Flow.
Training
On-demand Virtual Training.
SCORM Files for LMS.
On-site Training Available for Additional Cost.
Autobooks Hub
Customer Enrollment and Support Dashboard.
Customer Status Reporting.
Customer Profile View.
Basic Email Integration.
Customer Status Email Templates.
SFTP Reporting.
Custom Reporting and Dashboards.
Upgrade digital banking to offer the tools businesses owners need to get paid and manage their business.
Explore Autobooks Packages — flexible solutions designed to help your financial institution attract, grow, and retain small business relationships. From simple payment tools to full back-office support, choose the right package to meet your goals.
Autobooks Basic
Get small businesses up and running with simple tools to send digital invoices and accept online payments from within online and mobile banking.
Includes:
Customer Features
Invoicing.
Payment Link.
Checkout Pages.
Payment Acceptance.
Financial Institution Back Office
Customer Reporting.
Support Ticket Management.
Knowledge Base.
Marketing & Training
Access to Launch Sprints.
Pre-build Marketing Campaigns.
Launch Training Videos.
Knowledge Base.
Autobooks Plus
Expand your offering to offer businesses advanced payment acceptance features and access to working capital to improve cash flow.
Includes all Basic features above, plus:
Customer Features
Tap to Pay on iPhone.
Real-time Settlement.
Autobooks Capital.
Financial Institution Back Office
Monthly SFTP for customer data.
Marketing & Training
Assigned Implementation Specialist.
Training Video Library.
Autobooks Pro
Deliver a fully integrated experience with tools for accounting, financial reporting, and cash flow management. Turning your financial institution into the center of your customers' financial operations.
Includes all Basic and Plus features above, plus:
Customer Features
Autobooks Accounting.
Cash Flow Dashboard.
Expense Tracking.
Financial Reporting.
Dashboard Tiles for Online and Mobile Banking.
Financial Institution Back Office
Advanced Customer and Payment Reporting.
Customizable Reporting Dashboards.
Referral management system.
Daily SFTP for customer data.
Marketing & Training
Assigned Implementation Specialist.
Training Video Library.