# autobooks.co > AI-optimized mirror of autobooks.co containing 959 pages totalling 441,995 words of clean markdown content, structured data, and semantic HTML. Original source: https://autobooks.co. Last updated: 2026-07-18T08:11:49.860Z. Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG). ## Homepage - [banking-help/index.html](/content/banking-help/index.html) (132 words) - [Autobooks](/content/app/index.html) (20 words) - [Autobooks Status](/content/status/index.html): Welcome to Autobooks's home for real-time and historical data on system performance. (377 words) - [Autobooks Blog](/content/blog/index.html): Insights and perspectives that get you up to speed on the changing landscape of small business banking. (516 words) - [Get Paid and More | Autobooks](/content/site-root.html): Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to support small businesses. (424 words) ## Articles & Blog Posts - [learn/temporary-slug-3cc105dc-e716-4372-b981-8f3d1648defd.html](/content/learn/temporary-slug-3cc105dc-e716-4372-b981-8f3d1648defd.html) (22 words) - [blog/business/index.html](/content/blog/business/index.html) (22 words) - [How Good User Experience Impacts Small Business Banking | Autobooks](/content/blog/blog-old/how-good-user-experience-impacts-small-business-banking.html): How can your financial institution leverage a holistic approach to creating a user experience advantage for small businesses? Read the latest blog. (776 words) - [Reinventing Small Business Banking | Autobooks](/content/learn/celent-report-2021/index.html): Pull from Email Copy - Gabe (417 words) - [Addressing the Small Business Moment of Need during COVID-19 and Beyond](/content/blog/blog-old/addressing-the-small-business-moment-of-need-during-the-covid-19-crisis-and-beyond.html): Learn about the small business moment of need during the COVID-19 crisis and develop strategies to compete with third-party nonbank providers. (823 words) - [Conference Round-Up: Autobooks at AOBA 2020](/content/blog/blog-old/autobooks-at-aoba-2020/index.html): Autobooks at AOBA 2020 - - where small business banking and fintech were the hot topics. (487 words) - [Customer Conversations That Drive Product Strategy](/content/blog/blog-old/episode-1-customer-conversations-that-drive-product-strategy.html): Learn how having the right kinds of conversations with customers can help you launch a successful product strategy. (129 words) - [Moment of Need to Resolution](/content/blog/blog-old/moment-of-need/index.html): Lee and Derik discuss Moment of Need to Resolution, the new killer digital KPI. (217 words) - [Detroit FinTech Bay Announces Autobooks as Innovation Partner](/content/blog/blog-old/detroit-fintech-bay-announces-autobooks-as-innovation-partner.html): Detroit FinTech Bay Announces Autobooks as Innovation Partner (301 words) - [The critical role cash flow management plays in small business success](/content/blog/reports/aite-report-cash-flow-management/index.html): Less than half (47%) of U.S.-based small businesses believe their primary financial institution understands their needs (203 words) - [Digital First for Small Business Banking](/content/blog/blog-old/digital-first-for-small-business-banking/index.html): Autobooks was featured in Willam Mills Agency’s 16th annual Bankers as Buyers report. In the report, VP of Product and Experience Derik Sutton discusses why it’s important for financial institutions to offer better digital-first small business tools: because small business customers are turning to non-bank providers like Square, PayPal, and Quickbooks.   Autobooks enables... (155 words) - [Chase for Business SMB infographic](/content/blog/blog-old/chase-for-business-smb-infographic/index.html): Spotlight on Millennial Business Leaders (MBLs) (69 words) - [Autobooks Wins Accelerate Michigan’s $100K Runner-Up Prize](/content/blog/blog-old/autobooks-wins-accelerate-michigans-100k-runner-up-prize.html): Autobooks Wins Accelerate Michigan’s $100K Runner-Up Prize (74 words) - [Autobooks](/content/dev/pay/greenbelle-lawn-care-1/index.html) (43 words) - [A Conversation with Corey LeBlanc](/content/blog/podcasts/corey-leblanc/index.html): Derik talks with Corey LeBlanc, Chief Digital and Innovation Officer of Origin Bank. Topics include: open banking, customer experience, and small business banking (130 words) - [articles/moment-of-need/index.html](/content/articles/moment-of-need/index.html) (22 words) - [What Makes People Switch Fintech Products? | Autobooks](/content/blog/blog-old/fintech-products/index.html): How did ten interviews with small business owners help Autobooks launch a successful new feature? Find out in the latest episode of the Small Business Obsessed podcast. (139 words) - [The Job of "Getting Paid at a Distance"](/content/blog/blog-old/jobofgettingpaid/index.html): In this episode we discuss the recent impact of the Covid-19 pandemic on the small businesses we serve, and how our product principles created long before the pandemic have been able to holdup at a time when businesses are being forced to “Get paid at a distance.” (226 words) - [Autobooks helps financial institutions attract new customers by simplifying the way small businesses get paid and manage finance](/content/blog/blog-old/autobooks-helps-financial-institutions-attract-new-customers-by-simplifying-the-way-small-businesses-get-paid-and-manage-finance.html): DETROIT--(BUSINESS WIRE)--Autobooks is a small business payment and accounting platform integrated within a financial institution’s digital banking experience...Autobooks provides the underserved small business market with a way to make banking better through simple payment and accounting tools. (560 words) - [Ron Shevlin Small Business Banking Report](/content/learn/ron-shevlin-small-business-banking-report/index.html): Upgrading small business banking is a $370 Billion opportunity according to Ron Shevlin of Forbes and Cornerstone Advisors. Download the latest report. (146 words) - [Customer conversations that drive product strategy](/content/blog/podcasts/helping-small-businessesget-paid-at-a-distance/index.html): Helpful resources for financial institutions that are looking to help small businesses "Get paid at a distance." Read the latest blog. (129 words) - [TD Bank Launches Autobooks for Small Business Customers](/content/blog/press-old/td-bank-launches-autobooks-for-small-business-customers.html): TD Bank launches Autobooks to enable business owners to get paid by card or ACH directly in their TD Bank business checking account. (766 words) - [The Moment of Need for Small Businesses](/content/blog/podcasts/helping-small-businessesget-paid-at-a-distance-3/index.html): Helpful resources for financial institutions that are looking to help small businesses "Get paid at a distance." Read the latest blog. (212 words) - [The Job of "Getting Paid at a distance"](/content/blog/podcasts/the-job-of-getting-paid-at-a-distance-4/index.html): Helpful resources for financial institutions that are looking to help small businesses "Get paid at a distance." Read the latest blog. (223 words) - [What causes people to "Switch" from one product to another](/content/blog/podcasts/the-job-of-getting-paid-at-a-distance/index.html): Helpful resources for financial institutions that are looking to help small businesses "Get paid at a distance." Read the latest blog. (87 words) - [A Conversation with Jason Henrichs](/content/blog/podcasts/06-jason-henrichs/index.html): In this episode, Derik talks with Jason Henrichs. Jason is CEO at Alloy Labs Alliance and Founder/Managing Director of Fintech Forge. (172 words) - [A Conversation with Nikhil Lakhanpal: Co-founder of Narmi](/content/blog/podcasts/conversation-nikhil-narmi/index.html): Derik and Nikhil Lakhanpal talk about the unique founding story of Narmi and how that background provides their company a unique lens on the market. (311 words) - [A Deep Dive Into the "Jobs" of Small Business Banking](/content/blog/podcasts/a-deep-dive-into-the-jobs-of-small-business-banking.html): Defining The Jobs to Be Done in small business banking. Build your business case for small business by better understanding the JTBD of an SMB. (143 words) - [You Don't Have to Wait for Better Small Business Banking](/content/blog/blog-old/you-dont-have-to-wait-for-better-small-business-banking.html): You Don't Have to Wait for Better Small Business Banking (561 words) - [Community Bank, N.A. Partners with Autobooks](/content/blog/press-old/community-bankna-partners-with-autobooks/index.html): Small business customers of Community Bank, N.A. will be able to send digital invoices & accept online payments directly from Banno's Digital Platform. (1,051 words) - [Startups and Ideas to Change the World](/content/blog/blog-old/startups-and-ideas-to-change-the-world/index.html): Startups and Ideas to Change the World (581 words) - [Autobooks Becomes First Fintech to Launch in Q2 Partner Marketplace](/content/blog/press-old/autobooks-becomes-first-fintech-to-launch-in-q2-partner-marketplace.html): Autobooks deployment through Q2 Partner Marketplace enables financial institutions to more quickly respond to increased pressure from non-bank competition (822 words) - [Autobooks helps 25 financial institutions make small business banking better](/content/blog/blog-old/autobooks-helps-25-financial-institutions-make-small-business-banking-better.html): ChoiceOne Bank, Community Choice Credit Union among those helping business owners manage finances and drive deposits (569 words) - [Detroit Fintech Startup Autobooks Closes $5.5M Series A Round](/content/blog/blog-old/detroit-fintech-startup-autobooks-closes-5-5m-series-a-round.html): Detroit Fintech Startup Autobooks Closes $5.5M Series A Round (94 words) - [Autobooks Client List Surpasses 60 Financial Institutions](/content/blog/press-old/autobooks-client-list-surpasses-60-financial-institutions.html): Autobooks announces client list grows to 60 plus financial institutions. Autobooks transforms digital banking channels into an Ecommece platform for SMBs. (944 words) - [CSI Partners with Autobooks](/content/blog/press-old/csi-partners-with-autobooks/index.html): Autobooks partners with CSI to enable invoicing and payment acceptance as integrated features of CSI Digital Banking. (456 words) - [Xconomy: Fintech Startup Autobooks Raises $10M](/content/blog/blog-old/xconomy-fintech-startup-autobooks-raises-10m/index.html): Xconomy: Fintech Startup Autobooks Raises $10M (83 words) - [Autobooks Celebrates Record Year of Growth, Increased Distribution](/content/blog/press-old/autobooks-celebrates-record-year-of-growth-increased-distribution.html): Autobooks, the small business payment and accounting services platform, accelerated momentum throughout 2020. (602 words) - [US Reps Bring West Coast VCs To Detroit To Meet New Investment Opportunities](/content/blog/blog-old/us-reps-bring-west-coast-vcs-to-detroit-to-meet-new-investment-opportunities.html): US Reps Bring West Coast VCs To Detroit To Meet New Investment Opportunities (136 words) - [Under Attack: Outsiders Threatening Traditional Business Banking Models](/content/blog/blog-old/under-attack-outsiders-threatening-traditional-business-banking-models.html): Under Attack: Outsiders Threatening Traditional Business Banking Models (133 words) - [First Bank Launches Autobooks](/content/blog/press-old/first-bank-launches-autobooks/index.html): Autobooks and Missouri-based First Bank partner to integrate Autobook's digital small banking tools within First Bank's digital banking channels. (470 words) - [Recognized by Money2020:  COVID-19 Industry Response](/content/blog/press-old/recognized-by-money2020-covid-19-industry-response/index.html): Autobooks recognized by Money2020 for its ability to help small businesses during COVID-19 (234 words) - [Detroit Startup Autobooks Announces $10M Funding Round](/content/blog/blog-old/detroit-startup-autobooks-announces-10m-funding-round.html): Detroit Startup Autobooks Announces $10M Funding Round (102 words) - [Embedded fintech: The new product future for financial institutions](/content/blog/blog-old/tearsheet-podcast-embedded-fintech/index.html): By embedded fintech solutions like Autobooks, financial institutions can better compete with non-bank software and tech companies. (1,013 words) - [Derik Sutton, Autobooks VP of Product and Experience, interviews with John Siracusa of the Bank On It Podcast](/content/blog/blog-old/the-impact-of-digital-and-the-lost-art-of-community.html): Derik Sutton, Autobooks VP of Product and Experience, interviews with John Siracusa of the Bank On It Podcast (157 words) - [Autobooks Raises $25M in Series B Funding](/content/blog/press-old/autobooks-raises-25m-in-series-b-funding/index.html): Autobooks, the small business payment and accounting services platform, announced that they have raised $25 million in Series B financing, led by MissionOG (767 words) - [Wells Fargo, Autobooks, National Bank of Canada, Ignite Sales and mBank Win 2018 Monarch Innovation Awards](/content/blog/blog-old/monarch-award/index.html): Wells Fargo, Autobooks, National Bank of Canada, Ignite Sales and mBank Win 2018 Monarch Innovation Awards (229 words) - [Reinventing Small Business Banking Celent Report 2021](/content/blog/reports/celent-reinventing-small-business-banking/index.html): Small businesses don’t want to buy banking, they want their financial workflows to be easy and well informed. They want money to finance their dreams. (163 words) - [Why the ability to accept online payments will lock in — and transform — small business relationships at your institution.](/content/blog/blog-old/tearsheet-autobooks-byline-1/index.html): Why the ability to accept online payments will lock in — and transform — small business relationships at your institution. (1,087 words) - [Autobooks Recognized as Innovative Fintech](/content/blog/press-old/autobooks-recognized-as-innovative-fintech/index.html): Unlike start-ups, ADVANCE companies have customers, revenues and can demonstrate results that they are helping the financial industry move forward through innovation. (172 words) - [Autobooks Recognized by Money 2020 as Fintech Leader during COVID-19](/content/blog/blog-old/autobooks-recognized-by-money-2020-as-fintech-leader-on-covid-19.html): Autobooks has been recognized as a fintech leader on COVID-19 helping small businesses get paid at a distance. (256 words) - [Enhancing the Autobooks Onboarding Experience](/content/blog/webinars/enhancing-the-autobooks-onboarding-experience/index.html): The recent enhancements to the Autobooks onboarding experience helps small businesses get paid directly into their existing checking accounts within 30 days. (192 words) - [Are small business deposits at risk?](/content/blog/webinars/are-small-business-deposits-at-risk/index.html): Autobooks was featured in Willam Mills Agency’s 16th annual Bankers as Buyers report. In the report (196 words) - [Why TD Bank Decided To Upgrade Small Business Banking](/content/blog/webinars/td-bank-upgrade-small-business-banking/index.html): Derik Sutton & Andrew Boutros discuss how TD Bank recognize shift in market & transform SMB bank experience provide mobile & online banking options SMBs. (176 words) - [October Monthly Webinar - Separating Fact from Fiction](/content/blog/webinars/october-monthly-webinar-watch-now/index.html): Derik Sutton of Autobooks and Rob Heiser of Segmint dive deep into how real, hard-hitting data is affecting the small business banking industry and community. (275 words) - [Helping small businesses "Get Paid at a Distance"](/content/blog/webinars/get-paid-at-a-distance/index.html): Businesses and non-profits are having to reinvent their business models and adapt to the need to "Get Paid at a Distance." (246 words) - [Jack Henry Further Embeds Autobooks into the Banno Digital Platform](/content/blog/press-old/jack-henry-embed-autobooks-banno-program/index.html): Read to learn more about the partnership between Jack Henry and Autobooks. Jack Henry has recently embedded Autobooks into the Banno digital platform. (817 words) - [What is embedded banking?](/content/blog/webinars/embedded-banking/index.html): Learn how your financial institution can become embedded into the day to day operations of your small business clients. (210 words) - [November Monthly Webinar - Understanding the SMB Cash Flow Flywheel](/content/blog/webinars/november-monthly-webinar-watch-now/index.html): Derik Sutton of Autobooks dives deep into how an SMB flywheel creates the ideal framework that will help get your SMB's digital roadmap up to speed. (275 words) - [June Monthly Webinar - Small Business Checking, Repositioned](/content/blog/webinars/june-monthly-webinar-watch-now/index.html): Derik Sutton presents how to position your SMB checking like a challenger, and win more small businesses in the process in this on-demand webinar. (201 words) - [Autobooks Honored by Goldman Sachs for Entrepreneurship](/content/blog/press-old/autobooks-goldman-sachs-award-steve-robert-entrepreneur.html): Read to learn why Autobooks Steve Roberts was honored with an entrepreneurial award over the Goldman Sachs two day event. (488 words) - [Autobooks Partners with Bottomline Technologies](/content/blog/press-old/autobooks-partners-with-bottomline-technologies/index.html): Autobooks and Bottomline announce a partnership to deliver innovative and essential digital solutions designed to help small businesses thrive. (752 words) - [Building the business case for small business](/content/blog/webinars/build-the-business-case/index.html): Build your business base for small business banking. Start with this webinar. (131 words) - [Access Softek Launches New Payment Features for Commercial Digital Banking Platform](/content/blog/press-old/access-softek-partners-with-autobooks/index.html): Read to learn more about the partnership between Access Softek and Autobooks. Softek has recently launched different features via integration with Autobooks (654 words) - [Liberty Bank Chooses Autobooks to Support Small Businesses](/content/blog/press-old/liberty-bank-chooses-autobooks-support-small-business.html): Read to learn why Liberty Bank, one of the largest mutual banks in the country, has chosen Autobooks to embed in its digital banking platform. (610 words) - [Autobooks surpasses 100 financial institution clients](/content/blog/press-old/autobooks-surpasses-100-financial-institution-clients.html): Autobooks, the small business payment and accounting services platform, announced that they have partnered with 100 financial institutions. (646 words) - [TD Bank Adds Free Invoicing Function to its Business Simple Checking Accounts To Help Small and Micro Businesses Get Paid Faster](/content/blog/press-old/td-bank-announcement-invoicing-function/index.html): Read to learn more about TD Bank's new invoicing function to its Business Simple Checking Accounts To Help Small and Micro Businesses Get Paid Faster. (544 words) - [blog/reports/page/1/index.html](/content/blog/reports/page/1/index.html) (39 words) - [August Monthly Webinar - SMB Banking in the New Digital Normal](/content/blog/webinars/august-monthly-webinar-watch-now/index.html): Derik Sutton, Nick Lazo and Kristina Bierwagen present on how to position your SMB checking like a challenger, and win more small businesses in the process. (251 words) - [May Monthly Webinar](/content/blog/webinars/may-monthly-webinar-watch-now/index.html): Bob Moesta & Derik Sutton as they delve into the mindset of the SMB owner, & how your FI can leverage this knowledge to position your products & services.  (230 words) - [Autobooks Guide to Disruption ](/content/learn/autobooks-guide-to-disruption/index.html): Download our guide examining the disruptive innovation taking place in small business banking and learn what steps you can take to stay competitive. (200 words) - [SMBs are stuck in a banking problem that they need help solving](/content/blog/blog-old/smb-stuck-banking-problem-need-help-solving-autobooks.html): SMBs are stuck in banking. Consumer banking is far too simple for their needs. Treasury products are too complex and expensive. (658 words) - [The $370 billion revenue opportunity](/content/blog/reports/370-billion-small-business-revenue-opportunity/index.html): An alarmingly high percentage of small businesses say they are likely to look for a new banking relationship in the next 12 months - Ron Shevlin (116 words) - [Autobooks Named as Top Detroit Startup to Watch in 2022 by Purpose Jobs](/content/blog/press-old/autobooks-named-top-startup-detroit-2021/index.html): Read to learn more about how Purpose Jobs has named Autobooks the #1 top startup in Detroit in 2021 and to watch out for Autobooks in 2022. (626 words) - [Winning Small Business Relationships Starts With Helping Them Get Paid](/content/blog/blog-old/winning-small-business-relationships-starts-with-helping-them-get-paid.html): Discover how optimizing cash flow for your small business partners can help you win more small business relationships. (748 words) - [blog/hubfs/_website-20images/autobooks-20blog/arizent-2c-20state-20of-20sbb-20report-202022-pdf.html](/content/blog/hubfs/_website-20images/autobooks-20blog/arizent-2c-20state-20of-20sbb-20report-202022-pdf.html) (1,132 words) - [ (3)](/content/blog/blog-old/page/3/index.html): (3) (96 words) - [Press](/content/blog/press-old/page/1/index.html): Making small business banking better (106 words) - [ (2)](/content/blog/reports/page/2/index.html): (2) (27 words) - [Small Business Report 2020 | Autobooks](/content/learn/small-business-report-2020/index.html): Read the latest updates from Autobooks to better understand small business operations, their banking needs, and how financial institutions monetize these relationships (231 words) - [blog/blog-old/page/1/index.html](/content/blog/blog-old/page/1/index.html) (129 words) - [ (2)](/content/blog/blog-old/page/2/index.html): (2) (100 words) - [ (5)](/content/blog/blog-old/page/5/index.html): (5) (10 words) - [meetings/lyeck/index.html](/content/meetings/lyeck/index.html) (29 words) - [Q2 - Get Started](/content/learn/q2-partner-page-get-started/index.html): We have made our wide range of Autobooks small business banking resources free to your FI. We just need some basic information about you to get started. (16 words) - [CSI - Get Started](/content/learn/csi-partner-page-get-started/index.html): We have made our wide range of Autobooks small business banking resources free to your FI. We just need some basic information about you to get started. (25 words) - [FinovateFalll 2021 Demo Video](/content/learn/finovatefall-2021-demo/index.html): See our embedded modules for SMBs to send digital invoices and accept online payments directly from a FI’s mobile or online banking application. (98 words) - [Autobooks Guide to ROI Landing Page](/content/learn/autobooks-guide-to-roi/index.html): Read and learn more from Autobooks' brand new guide to ROI. (161 words) - [Autobooks | Tap to Pay](/content/tap-to-pay/signup/index.html) (166 words) - [blog/articles/autobooks-helps-financial-institutions-attract-new-customers-by-simplifying-the-way-small-businesses-get-paid-and-manage-finance.html](/content/blog/articles/autobooks-helps-financial-institutions-attract-new-customers-by-simplifying-the-way-small-businesses-get-paid-and-manage-finance.html) (22 words) - [blog/articles/moment-of-need/index.html](/content/blog/articles/moment-of-need/index.html) (22 words) - [Startups and Ideas to Change the World](/content/blog/startups-and-ideas-to-change-the-world/index.html): Startups and Ideas to Change the World (542 words) - [blog/hubfs/_website-20resources/autobooks/guides-20and-20reports/autobooks-20-20building-20the-20business-20case-20for-20smarter-20business-20checking-pdf.html](/content/blog/hubfs/_website-20resources/autobooks/guides-20and-20reports/autobooks-20-20building-20the-20business-20case-20for-20smarter-20business-20checking-pdf.html) (1,836 words) - [Cash Flow Management and Small Business Success | Autobooks](/content/info/cash-flow-management/index.html): Download the Aite report! Learn more about the crucial role cash flow management plays in small business success. Powered by Autobooks. (211 words) - [Under Attack: Outsiders Threatening Traditional Business Banking Models](/content/blog/under-attack-outsiders-threatening-traditional-business-banking-models.html): Under Attack: Outsiders Threatening Traditional Business Banking Models (73 words) - [hubfs/migrated/_fi-20team/active/reports/the-20-370-20billion-20small-20biz-20banking-20opportunity-pdf.html](/content/hubfs/migrated/_fi-20team/active/reports/the-20-370-20billion-20small-20biz-20banking-20opportunity-pdf.html) (3,832 words) - [How to find the small businesses masquerading as members](/content/blog/getting-into-the-business-of-small-business-banking-3-3-1.html): XX (146 words) - [Derik Sutton, Autobooks VP of Product and Experience, interviews with John Siracusa of the Bank On It Podcast](/content/blog/the-impact-of-digital-and-the-lost-art-of-community.html): Derik Sutton, Autobooks VP of Product and Experience, interviews with John Siracusa of the Bank On It Podcast (106 words) - [learn/hubfs/training/ab-basics-companiondocument-1-pdf.html](/content/learn/hubfs/training/ab-basics-companiondocument-1-pdf.html) (634 words) - [Autobooks CEO Conversation](/content/learn/ceo-conversation/index.html): Discover Autobooks' comprehensive platform that empowers small businesses with invoicing, payment acceptance, and financial management tools integrated into their banking experience. (222 words) - [JPMorgan Chase turns to fintechs to accelerate B2B innovation](/content/blog/getting-into-the-business-of-small-business-banking-3-3-1-0-0-0.html): Improving the B2B payments business has become a priority for JPMorgan Chase, and it should be on every financial institutions' technology roadmap. (138 words) - [Why bankers need to focus on the customer, not technology](/content/blog/getting-into-the-business-of-small-business-banking-3-3-1-0.html): Banks can differentiate themselves by offering digital-first experiences that are convenient for the customer, backed by superior customer service. 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Financial institutions need to upgrade small business banking and small business checking to compete. (1,403 words) - [Fintech 2.0: Why embedded finance has brought a seismic shift in banking, & how FIs can respond](/content/blog/blog-old/tearsheet-autobooks-byline-2/index.html): Why the ability to accept online payments will lock in — and transform — small business relationships at your institution. (1,739 words) - [A Conversation with Ted Brown: Co-founder of Digital Onboarding](/content/blog/podcasts/conversation-ted-digitalonboarding/index.html): Ted Brown from Digital Onboarding provides insights that can be leveraged by early stage fintech companies to gain traction in the market. (277 words) - [A Conversation with Greg Varnell](/content/blog/podcasts/a-conversation-with-greg-varnell/index.html): Derik has a conversation with Greg Varnell, VP Engineering at Q2 about the rollout of the new Q2 Marketplace. (188 words) - [Navigating 2021 Budget Season](/content/blog/podcasts/navigating-2021-budget/index.html): In this episode, Derik asked Kyle Bazzy – Head of Enterprise Growth at Autobooks to join him for a conversation about 2021 budgeting.  (184 words) - [Michigan Gov. Rick Snyder, Autobooks CEO Talk Detroit Startup Culture](/content/blog/blog-old/michigan-gov-rick-snyder-autobooks-ceo-talk-detroit-startup-culture.html): Michigan Gov. Rick Snyder, Autobooks CEO Talk Detroit Startup Culture (529 words) - [Get Paid. Grow Faster. The Autobooks Blog (3)](/content/smallbusiness/blog/page/3/index.html): Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (3) (875 words) - [Small Business Cash Flow Challenges and The Impact on Their Banking Relationship](/content/blog/blog-old/small-business-cash-flow-challenges-and-the-impact-on-their-banking-relationship.html): A small business owner's ability to get paid faster is critical in order to maintain and grow the business.  Read the latest blog from Autobooks. (737 words) - [Helping small businesses "Get paid at a distance"](/content/blog/blog-old/get-paid-at-a-distance/index.html): Helpful resources for financial institutions that are looking to help small businesses "Get paid at a distance." Read the latest blog. (947 words) - [Get Paid. Grow Faster. The Autobooks Blog (2)](/content/smallbusiness/blog/page/2/index.html): Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (2) (900 words) - [SMBanking Forward](/content/blog/blog-old/smbanking-forward-event-2021/index.html): SMBanking Forward 2021, gain knowledge and insight from our top industry leaders today. (736 words) - [Accepting online payments will lock in and transform SMB relationships](/content/blog/blog-old/lock-in-smb-relationships/index.html): Enabling an SMB to accept online payments is like locking a consumer account into a direct deposit relationship. (761 words) - [ (4)](/content/blog/blog-old/page/4/index.html): (4) (121 words) - [Autobooks Selected as Best of Show Winner at FinovateFall 2021 Conference](/content/blog/blog-old/autobooks-won-best-of-show-finovate-2021/index.html): Learn more as to why Autobooks was awarded Best of Show at the Fall Finovate 2021 conference. (464 words) - [Get Paid. Grow Faster. The Autobooks Blog](/content/smallbusiness/blog/page/1/index.html): Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (687 words) - [Press (2)](/content/blog/press-old/page/2/index.html): Making small business banking better (2) (68 words) - [blog/webinars/index.html](/content/blog/webinars/index.html) (500 words) - [blog/podcasts/index.html](/content/blog/podcasts/index.html) (604 words) - [Autobooks Guide to ROI](/content/blog/reports/autobooks-guide-to-roi/index.html): Read and learn more from Autobooks new Guide to ROI. (240 words) - [Autobooks Guide to Disruption](/content/blog/reports/autobooks-guide-to-disruption/index.html): Read and learn the Autobooks Guide to Disruption to learn more about the process of disruptive innovation. (289 words) - [April Monthly Webinar - Why Would an SMB Hire Your FI?](/content/blog/webinars/april-monthly-webinar-watch-now/index.html): At Autobooks, the Jobs to Be Done (JTBD) framework has become an invaluable tool. We apply it to better understand the goals, struggles, & emotions of SMB owners. (253 words) - [blog/reports/index.html](/content/blog/reports/index.html) (46 words) - [September Monthly Webinar - How to Rethink In-Branch Sales Promotions](/content/blog/webinars/september-monthly-webinar-watch-now/index.html): Derik Sutton, Nick Lazo, Jake L'Ecuyer and Lori Lofler from CBNA present on how to rethinking in branch sales promotions by leveraging key partnerships. (179 words) - [Autobooks Small Business Report 2020](/content/blog/reports/small-business-report-2020/index.html): Read the latest updates from Autobooks to better understand small business operations, their banking needs, and how financial institutions monetize these relationships. 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Send time logs, photos, and supporting files together so customers have everything they need to pay. (373 words) - [Online Payment Form: Processing fee donation checkbox](/content/smallbusiness/blog/online-payment-form-processing-fee-donation-checkbox.html): Learn how to increase donations for your nonprofit organization with the new processing fee donation option. (483 words) - [Tap to Pay Payment Flyer from Autobooks](/content/smallbusiness/hubfs/tap_to_pay_payment_flyer_from_autobooks-20-2-pdf.html) (28 words) - [Save time on billing with recurring invoice schedules](/content/smallbusiness/temporary-slug-550b5927-4f7c-4dab-8bbf-e863214453ad.html) (312 words) - [[NEW] Annual and Quarterly Recurring Invoicing](/content/smallbusiness/temporary-slug-3b0d4d16-c167-4d75-9581-d84ab09dc3a2.html) (343 words) - [Share your Payment Link. Get Paid.](/content/smallbusiness/temporary-slug-ba14c8f8-937c-4863-9f1d-fa250b34e822.html) (447 words) - [Add product images and quantity limits to your Checkout Pages](/content/smallbusiness/temporary-slug-28e948f4-6c44-4b8d-87f1-53c2afa871a2.html) (415 words) - [Get real-time alerts when you get paid](/content/smallbusiness/temporary-slug-cb43e370-59cc-45cd-a91b-1d0c323c2b3e.html) (572 words) - [Recurring invoices: a quick guide](/content/smallbusiness/blog/recurring-invoices-a-quick-guide/index.html): Autobooks offers an easy way to create recurring invoices that can be sent to customers via email. 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(403 words) - [Three scenarios perfect for using Checkout Pages](/content/smallbusiness/temporary-slug-846a2ada-751e-4bff-9f79-2b82f05f8163.html) (392 words) - [Searching for an easy way to accept payments in your Your Financial Institution account?](/content/smallbusiness/temporary-slug-3f82ee0e-af11-45a1-9ab4-13a565d65de0.html) (290 words) - [Accept payments in person or online with your Payment Link](/content/smallbusiness/temporary-slug-1f7c8b54-4616-4217-918a-7ebcff06ac4d.html) (577 words) - [Thousands of businesses get paid with Autobooks every day](/content/smallbusiness/temporary-slug-ec75512a-5491-4546-9d96-e4e84ee040e9.html) (425 words) - [You've processed a payment. Here's what you should know.](/content/smallbusiness/temporary-slug-145487fb-4090-4b19-a606-8bf5dde2935b.html) (367 words) - [Three easy ways to get paid with QR codes](/content/smallbusiness/temporary-slug-ee3ab2b6-efcd-43fd-9727-cfda659508ec.html) (339 words) - [It’s easy to get paid with Autobooks Payment Link](/content/smallbusiness/temporary-slug-a2a81c03-a571-4356-954a-57931895a3e5.html) (430 words) - [Thank you for reaching out!](/content/smallbusiness/temporary-slug-f88ad2ff-4db2-4d9f-9641-652d9514debd.html) (193 words) - [Online Payment Form: It’s now even easier to get paid online](/content/smallbusiness/blog/online-payment-form-its-now-even-easier-to-pay-you-online.html): Learn how Autobooks has made it easier than ever for customers to pay you online with our redesigned payment form. (373 words) - [articles/jobofgettingpaid/index.html](/content/articles/jobofgettingpaid/index.html) (22 words) - [[60 second video] How Autobooks Invoicing Works](/content/smallbusiness/temporary-slug-17746175-0aaa-4100-89c9-130b4674eb5b.html) (247 words) - [[90 Second Video] See the Autobooks Payment Link in action](/content/smallbusiness/temporary-slug-ae3fb54a-803f-4943-b012-b7216e412137.html) (260 words) - [[60 second video] Autobooks Invoicing in your Your Financial Institution account](/content/smallbusiness/temporary-slug-935e8167-605d-4b76-bafb-28ee392f6671.html) (398 words) - [Community Bank, N.A. Partners with Autobooks](/content/blog/press/press/community-bankna-partners-with-autobooks/index.html): Small business customers of Community Bank, N.A. will be able to send digital invoices & accept online payments directly from Banno's Digital Platform. (1,050 words) - [Attach documents to your invoices](/content/smallbusiness/temporary-slug-5a014a99-e098-41e9-b231-4d94d870f7e7.html) (247 words) - [Get paid with Autobooks invoices, fast.](/content/smallbusiness/temporary-slug-29049a3f-44de-467c-b3bc-8ce31f13e18d.html) (508 words) - [Q2 Partner Page - Introduction](/content/learn/q2-partner-page-introduction/index.html): Upgrade SMB banking inside your Q2 online banking platform. Autobooks helps financial institutions better understand, equip and engage small businesses. (392 words) - [Reduce invoice admin work](/content/smallbusiness/temporary-slug-28b73764-2abe-48bf-8685-2df45fae0a0e.html) (325 words) - [An important update on your Autobooks application](/content/smallbusiness/temporary-slug-b7f9ec78-b972-471f-aa9f-ea0d31527033.html) (171 words) - [Set your invoicing on autopilot with recurring schedules](/content/smallbusiness/temporary-slug-9f10bb49-a47c-49f2-a50a-10b83470870b.html) (441 words) - [Breaking down your Autobooks payment acceptance tool kit](/content/smallbusiness/temporary-slug-24a8cad1-30c8-4a14-bc8e-d2016a05127a.html) (493 words) - [Jobs to Be Done and the new features that help small business owners](/content/blog/jobs-to-be-done-and-the-new-features-that-help-small-business-owners.html): Steve Robert discusses the Autobooks mission, the state of small business banking today, and how the two intersect with the Autobooks solution. (3,053 words) - [How to Launch Tap to Pay on iPhone](/content/blog/how-to-launch-tap-to-pay-on-iphone/index.html): Available now, US small businesses can accept in-person, contactless payments simply by using iPhone and an Autobooks-enabled mobile banking app. (2,160 words) - [CSI Partner Page - Introduction](/content/learn/csi-partner-page-introduction/index.html): Upgrade SMB banking inside your CSI online banking platform. Autobooks helps financial institutions better understand, equip and engage small businesses. (329 words) - [How to Collect Donations with Autobooks](/content/smallbusiness/blog/how-to-collect-donations-with-autobooks/index.html): Learn how to collect donations online, in person, and over the phone with Autobooks. (640 words) - [Send up to 500 invoices at once with Bulk Invoicing](/content/smallbusiness/blog/send-up-to-500-invoices-at-once-with-bulk-invoicing.html): Autobooks offers an easy way to create recurring invoices that can be sent to customers via email. (456 words) - [Two Simple Ways to Pass on the Costs of Doing Business](/content/smallbusiness/blog/two-simple-ways-to-pass-on-the-costs-of-doing-business.html): Learn two simple ways to account for everyday business costs in Autobooks — adding a service charge or adjusting your product pricing. (564 words) - [Invoices: They’re now even easier to set up, share, and track](/content/smallbusiness/blog/invoices-theyre-now-even-easier-to-set-up-share-and-track.html): We’ve made several updates to our invoices to make them even easier to set up and track. (503 words) - [Autobooks & Alkami | Upgrade Small Business Banking](/content/learn/alkami/index.html): Grow small business relationships with an all-in-one small business product suite that integrates with your existing digital banking channels. (597 words) - [Autobooks Client List Surpasses 60 Financial Institutions](/content/blog/press/press/autobooks-client-list-surpasses-60-financial-institutions.html): Autobooks announces client list grows to 60 plus financial institutions. Autobooks transforms digital banking channels into an Ecommece platform for SMBs. (942 words) - [TD Bank Launches Autobooks for Small Business Customers](/content/blog/press/press/td-bank-launches-autobooks-for-small-business-customers.html): TD Bank launches Autobooks to enable business owners to get paid by card or ACH directly in their TD Bank business checking account. (767 words) - [Radius Bank Adds Autobooks to Its Business Online & Mobile Banking Platform](/content/blog/press/blog/radius-bank-adds-autobooks-to-its-business-online-mobile-banking-platform.html): Radius Bank, an industry-leading virtual bank, today announced the addition of Autobooks’ integrated suite of digital services, including receivables, payables, and accounting, into a single platform within its business online and mobile banking platform. (638 words) - [Industry Spotlight: Construction and Skilled Trades](/content/smallbusiness/blog/payment-tools-built-to-help-you-run-your-construction-or-skilled-trades-business.html): Payment tools that support construction and trades businesses by making it easier to send invoices, accept payments, and get paid through your bank. (557 words) - [Autobooks Becomes First Fintech to Launch in Q2 Partner Marketplace](/content/blog/press/press/autobooks-becomes-first-fintech-to-launch-in-q2-partner-marketplace.html): Autobooks deployment through Q2 Partner Marketplace enables financial institutions to more quickly respond to increased pressure from non-bank competition (820 words) - [Product Update: First Time Invoice](/content/blog/small-business-cash-flow-challenges-and-the-impact-on-their-banking-relationship-1-0.html): A small business owner's ability to get paid faster is critical in order to maintain and grow the business.  Read the latest blog from Autobooks. (722 words) - [Startups and Ideas to Change the World](/content/blog/press/press/startups-and-ideas-to-change-the-world/index.html): Startups and ideas to change the world (527 words) - [Autobooks helps 25 financial institutions make small business banking better](/content/blog/press/blog/autobooks-helps-25-financial-institutions-make-small-business-banking-better.html): ChoiceOne Bank, Community Choice Credit Union among those helping business owners manage finances and drive deposits (525 words) - [Michigan Gov. Rick Snyder, Autobooks CEO Talk Detroit Startup Culture](/content/blog/press/blog/michigan-gov-rick-snyder-autobooks-ceo-talk-detroit-startup-culture.html): Michigan Gov. Rick Snyder, Autobooks CEO Talk Detroit Startup Culture (527 words) - [Autobooks Celebrates Record Year of Growth, Increased Distribution](/content/blog/press/press/autobooks-celebrates-record-year-of-growth-increased-distribution.html): Autobooks, the small business payment and accounting services platform, accelerated momentum throughout 2020. (599 words) - [Autobooks surpasses 100 financial institution clients](/content/blog/press/press/autobooks-surpasses-100-financial-institution-clients.html): Autobooks, the small business payment and accounting services platform, announced that they have partnered with 100 financial institutions. (645 words) - [Autobooks helps financial institutions attract new customers by simplifying the way small businesses get paid and manage finance](/content/blog/press/blog/autobooks-helps-financial-institutions-attract-new-customers-by-simplifying-the-way-small-businesses-get-paid-and-manage-finance.html): DETROIT--(BUSINESS WIRE)--Autobooks is a small business payment and accounting platform integrated within a financial institution’s digital banking experience...Autobooks provides the underserved small business market with a way to make banking better through simple payment and accounting tools. (558 words) - [CSI Partners with Autobooks](/content/blog/press/press/csi-partners-with-autobooks/index.html): Autobooks partners with CSI to enable invoicing and payment acceptance as integrated features of CSI Digital Banking. (455 words) - [Autobooks Raises $25M in Series B Funding](/content/blog/press/press/autobooks-raises-25m-in-series-b-funding/index.html): Autobooks, the small business payment and accounting services platform, announced that they have raised $25 million in Series B financing, led by MissionOG (521 words) - [First Bank Launches Autobooks](/content/blog/press/press/first-bank-launches-autobooks/index.html): Autobooks and Missouri-based First Bank partner to integrate Autobook's digital small banking tools within First Bank's digital banking channels. (470 words) - [Jack Henry Further Embeds Autobooks Into Banno Digital Platform](/content/blog/press/press/jack-henry-embeds-autobooks-into-banno-digital-platform.html): Jack Henry has further embedded Autobooks into Banno, their digital platform for small business banking. (729 words) - [Autobooks Partners with Bottomline Technologies](/content/blog/press/press/autobooks-partners-bottomline-technologies/index.html): Autobooks, the small business payment and accounting services platform, announced that they have raised $25 million in Series B financing, led by MissionOG (753 words) - [Conference Round-Up: Autobooks at AOBA 2020](/content/blog/press/blog/autobooks-at-aoba-2020/index.html): Autobooks at AOBA 2020 - - where small business banking and fintech were the hot topics. (443 words) - [Autobooks Selected as Best of Show Winner at FinovateFall 2021 Conference](/content/blog/press/autobooks-won-best-of-show-finovate-2021/index.html): Learn more as to why Autobooks was awarded Best of Show at the Fall Finovate 2021 conference. (413 words) - [Recognized by Money2020:  COVID-19 Industry Response](/content/blog/press/press/recognized-by-money2020-covid-19-industry-response/index.html): Autobooks recognized by Money2020 for its ability to help small businesses during COVID-19 (202 words) - [Autobooks Accelerates Financial Institutions' Access to Small Business Banking Solution Built on Microsoft Azure](/content/blog/press/blog/getting-into-the-business-of-small-business-banking-3-1.html): Autobooks is a small business payment and accounting platform built on Microsoft Azure that helps banks reimagine and simplify small business banking. (390 words) - [Autobooks and ChoiceOne Bank Named Finalists for Inaugural Finovate Awards](/content/blog/press/blog/getting-into-the-business-of-small-business-banking-3-2.html): Autobooks and ChoiceOne Bank recognized as finalists for Finovate inaugural award in the SMB/SME Banking category. (522 words) - [Michigan Gov. Rick Snyder, Autobooks CEO Talk Detroit Startup Culture](/content/blog/press/press/michigan-gov-rick-snyder-autobooks-ceo-talk-detroit-startup-culture.html): Michigan Gov. Rick Snyder, Autobooks CEO Talk Detroit Startup Culture (103 words) - [SMBs are stuck in a banking problem that they need help solving](/content/blog/smb-stuck-banking-problem-need-help-solving-autobooks.html): SMBs are stuck in banking. Consumer banking is far too simple for their needs. Treasury products are too complex and expensive. (2,989 words) - [Detroit FinTech Bay Announces Autobooks as Innovation Partner](/content/blog/press/blog/detroit-fintech-bay-announces-autobooks-as-innovation-partner.html): Detroit FinTech Bay Announces Autobooks as Innovation Partner (268 words) - [Xconomy: Fintech Startup Autobooks Raises $10M](/content/blog/press/press/xconomy-fintech-startup-autobooks-raises-10m/index.html): Autobooks, the Detroit-based fintech startup has raised $10 million in additional funding from: Draper Triangle, Baird Capital, Detroit Venture Partners, Invest Michigan, and CU Solutions Group. (58 words) - [Wells Fargo, Autobooks, National Bank of Canada, Ignite Sales and mBank Win 2018 Monarch Innovation Awards](/content/blog/press/blog/monarch-award/index.html): Wells Fargo, Autobooks, National Bank of Canada, Ignite Sales and mBank Win 2018 Monarch Innovation Awards (177 words) - [Autobooks Recognized by Money 20/20 as Fintech Leader during COVID-19](/content/blog/press/blog/autobooks-recognized-by-money-2020-as-fintech-leader-on-covid-19.html): Autobooks has been recognized as a fintech leader on COVID-19 helping small businesses get paid at a distance. (206 words) - [Under Attack: Outsiders Threatening Traditional Business Banking Models](/content/blog/press/press/under-attack-outsiders-threatening-traditional-business-banking-models.html): Under Attack: Outsiders Threatening Traditional Business Banking Models (72 words) - [Detroit Startup Autobooks Announces $10M Funding Round](/content/blog/press/press/detroit-startup-autobooks-announces-10m-funding-round.html): Detroit Startup Autobooks Announces $10M Funding Round (69 words) - [The Impact of Digital and the Lost Art of Community](/content/blog/press/press/the-impact-of-digital-and-the-lost-art-of-community.html): The Impact of Digital and the Lost Art of Community (97 words) - [US Reps Bring West Coast VCs To Detroit To Meet New Investment Opportunities](/content/blog/press/press/us-reps-bring-west-coast-vcs-to-detroit-to-meet-new-investment-opportunities.html): US Reps Bring West Coast VCs To Detroit To Meet New Investment Opportunities (99 words) - [How we help your financial institution stay ahead of the competition](/content/blog/how-we-help-smbs-get-paid-and-your-institution-stay-ahead-of-the-competition.html): How Autobooks helps small businesses accept digital payments and manage cash flow, and how this functionality allows financial institutions to stay ahead of the competition.  (1,438 words) - [Digital First for Small Business Banking](/content/blog/press/blog/digital-first-for-small-business-banking/index.html): Autobooks was featured in Willam Mills Agency’s 16th annual Bankers as Buyers report. In the report, VP of Product and Experience Derik Sutton discusses why it’s important for financial institutions to offer better digital-first small business tools: because small business customers are turning to non-bank providers like Square, PayPal, and Quickbooks.   Autobooks enables... (106 words) - [Embedded fintech: The new product future for financial institutions](/content/blog/tearsheet-podcast-embedded-fintech/index.html): By embedded fintech solutions like Autobooks, financial institutions can better compete with non-bank software and tech companies. (3,207 words) - [Derik Sutton Named to Association for Financial Technology's Board](/content/blog/press/blog/getting-into-the-business-of-small-business-banking-3-3-0.html): Autobooks announced that Derik Sutton, vice president of product & experience was elected to serve on the Association for Financial Technology’s (AFT) Web Board. (15 words) - [Autobooks plans USD 30m-50m Series B next summer, CEO says](/content/blog/press/blog/getting-into-the-business-of-small-business-banking-3-3.html): Steve Robert, co-founder and CEO of Autobooks, talks with Mergermarket about the company’s plans for Series B funding. (145 words) - [Detroit Fintech Startup Autobooks Closes $5.5M Series A Round](/content/blog/press/blog/detroit-fintech-startup-autobooks-closes-5-5m-series-a-round.html): Detroit Fintech Startup Autobooks Closes $5.5M Series A Round (60 words) - [Detroit Fintech Startup Autobooks Closes $5.5M Series A Round](/content/blog/press/press/detroit-fintech-startup-autobooks-closes-5m-series-a-round.html): Detroit Fintech Startup Autobooks Closes $5.5M Series A Round (57 words) - [Xconomy: Fintech Startup Autobooks Raises $10M](/content/blog/press/blog/xconomy-fintech-startup-autobooks-raises-10m/index.html): Xconomy: Fintech Startup Autobooks Raises $10M (49 words) - [US Reps Bring West Coast VCs To Detroit To Meet New Investment Opportunities](/content/blog/press/blog/us-reps-bring-west-coast-vcs-to-detroit-to-meet-new-investment-opportunities.html): US Reps Bring West Coast VCs To Detroit To Meet New Investment Opportunities (99 words) - [Autobooks Wins Accelerate Michigan’s $100K Runner-Up Prize](/content/blog/press/blog/autobooks-wins-accelerate-michigans-100k-runner-up-prize.html): Autobooks Wins Accelerate Michigan’s $100K Runner-Up Prize (63 words) - [Detroit Startup Autobooks Announces $10M Funding Round](/content/blog/press/blog/detroit-startup-autobooks-announces-10m-funding-round.html): Detroit Startup Autobooks Announces $10M Funding Round (69 words) - [Fintech 2.0: Why embedded finance has brought a seismic shift in banking, & how FIs can respond](/content/blog/tearsheet-autobooks-byline-2/index.html): Fintech 2.0: Why embedded finance has brought a seismic shift in banking, and how financial institutions can respond. (1,737 words) - [The State of Small Business Banking: Overview and Take-Aways from the Arizent Report](/content/blog/the-state-of-small-business-banking-overview-and-take-aways-from-the-arizent-report.html): Learn more about the state of small business banking in our analysis based on the American Banker/Arizent report. (2,205 words) - [Third-party activity inside your financial institution: Looking at the data](/content/blog/third-party-activity-inside-your-financial-institution.html): Understanding the small business market — specifically how customers turned to third-party competitors and how those same companies are leveraging that. (998 words) - [Five Strategies for Small Business Success — Part 2: Fintech Partnerships, Accounting Integration, and Relationship Banking](/content/blog/five-strategies-for-small-business-success-part-2/index.html): The final three strategies for financial institutions to compete with fintechs — fintech partnerships, embedded accounting, and capturing the full small business relationship. (842 words) - [Why Autobooks is the ideal solution for small businesses today](/content/blog/why-autobooks-is-the-ideal-solution-for-small-businesses-today.html): Steve Robert discusses the Autobooks mission, the state of small business banking today, and how the two intersect with the Autobooks solution. (1,425 words) - [How to build a winning small business bank, in four charts](/content/blog/autobooks-tearsheet-byline-4/index.html): Learn how to build a winning small business bank with Autobooks. (1,016 words) - [The Big Opportunity in Small Business Banking — and Why Banks Must Move Now](/content/blog/the-big-opportunity-in-small-business-banking-and-why-banks-must-move-now.html): Small businesses are moving deposits and daily activity to non-bank apps like Square, Bluevine, and PayPal. See how embedded tools bring those relationships back inside the bank. (798 words) - [Tap to Pay on iPhone - Email Templates](/content/learn/resources/marketing/tap-to-pay-on-iphone-email-templates/index.html): Our free tap to Pay on iPhone emails are designed to help your financial institution quickly deploy messaging to customers that is focused on the value of this contactless capability. (1,152 words) - [Why small businesses need your financial institution, and how we help](/content/blog/why-small-businesses-need-your-financial-institution.html): Jordan Skole explores the importance of context and proximity when it comes to small business customers. (1,057 words) - [The training resources you need to get your in-branch teams up to speed](/content/blog/the-training-resources-you-need-to-get-your-in-branch-teams-up-to-speed.html): Kim Reher takes her audience through a brief tour of the current Autobooks resources, and shares some of her experience working directly with financial institution staff. (1,278 words) - [Small Business Cash Flow Challenges and The Impact on Their Banking Relationship](/content/blog/small-business-cash-flow-challenges-and-the-impact-on-their-banking-relationship.html): A small business owner's ability to get paid faster is critical in order to maintain and grow the business.  Read the latest blog from Autobooks. (735 words) - [From Tools to Transformation: Why Small Business Owners Need One Place to Manage It All](/content/blog/from-tools-to-transformation-why-small-business-owners-need-one-place-to-manage-it-all.html): When invoicing, payments, cash flow, and accounting all live inside digital banking, the small business customer has a reason to stay — and the bank keeps the primary relationship. (799 words) - [Tap to Pay on iPhone - Marketing Templates](/content/learn/resources/marketing/tap-to-pay-on-iphone-templates/index.html): Our free Tap to Pay on iPhone social media templates and images are designed to help your financial institution quickly deploy messaging to customers focused on the value of this contactless capability. (624 words) - [Rethinking Small Business Banking: Seeing the Opportunity Below $1M](/content/blog/rethinking-small-business-banking-seeing-the-opportunity-below-1m.html): The under-$1M revenue business market is massive, underserved, and ready for a better solution. See how banks can design business checking around the customer who actually exists. (1,303 words) - [Radius Bank Adds Autobooks to Its Business Online & Mobile Banking Platform](/content/blog/radius-bank-adds-autobooks-to-its-business-online-mobile-banking-platform.html): Radius Bank, an industry-leading virtual bank, today announced the addition of Autobooks’ integrated suite of digital services, including receivables, payables, and accounting, into a single platform within its business online and mobile banking platform. (638 words) - [How FIs Can Beat Non-Bank Fintechs For Business Deposits](/content/blog/how-fis-can-beat-non-bank-fintechs-for-business-deposits.html): SMBs are being targeted by non-bank Fintechs. Financial institutions need to upgrade small business banking and small business checking to compete. (1,401 words) - [Part two: What do your small businesses want?](/content/blog/getting-into-the-business-of-small-business-banking-2.html): Taking another closer look into the financial struggles of small business owners and how to speak their language (567 words) - [2024 Year in Review: Upgrading Small Business Banking](/content/blog/2024-year-in-review/index.html): A look back at 2024's most impactful Autobooks product launches — Checkout Pages, Customized Dashboards, Tap to Pay enhancements, and new Hub service tools. (1,447 words) - [Businesses can now accept contactless payments through Autobooks and Tap to Pay on iPhone](/content/blog/businesses-can-now-accept-contactless-payments-through-autobooks-and-tap-to-pay-on-iphone.html): Available now, US small businesses can accept in-person, contactless payments simply by using iPhone and an Autobooks-enabled mobile banking app. (599 words) - [Getting into the business of small business banking](/content/blog/getting-into-the-business-of-small-business-banking.html): Support your local community by segmenting your addressable market into five relatable categories to offer better small business banking services. (382 words) - [What do your small businesses want?](/content/blog/getting-into-the-business-of-small-business-banking-0-0.html): Taking a deep dive into small business owners’ real financial needs and learning how to speak to the issues that matter to them (525 words) - [How Financial Institutions Can Use Value Stories to Correct Blind Spots in Small Business Strategy](/content/blog/how-financial-institutions-can-use-value-stories-to-correct-blind-spots-in-small-business-strategy.html): Small business strategies fail at the problem-definition stage. See how Autobooks uses Value Stories to realign financial institution priorities with real small business needs. (1,168 words) - [Betting on the right innovation to drive small business adoption](/content/blog/getting-into-the-business-of-small-business-banking-0.html): Countless fintech solutions make decisions difficult for financial institutions if they don’t understand the needs of small businesses and the gig economy. (393 words) - [Autobooks Acquires MinuteLender](/content/autobooks-acquires-minutelender/index.html): Autobooks has acquired MinuteLender, a lending technology provider trusted by financial institutions nationwide. The acquisition adds small business and consumer lending to the Autobooks solution, giving financial institutions one provider for payments, accounting, and credit. (723 words) - [The Opportunity in Business Payments](/content/blog/the-opportunity-in-business-payments/index.html): Competitors challenge the way banks serve small business clients. Banks that address pain points have a better shot at winning their business and loyalty. (519 words) - [Why the ability to accept online payments will lock in — and transform — small business relationships at your institution.](/content/blog/tearsheet-autobooks-byline/index.html): Why the ability to accept online payments will lock in — and transform — small business relationships at your institution. (1,085 words) - [Three Takeaways from Our Latest Webinar: How Banks Can Win Small Business Relationships Back](/content/blog/three-takeaways-from-our-latest-webinar-how-banks-can-win-small-business-relationships-back.html): Banks can win small business relationships back through fintech partnerships, smart checking design, and embedded financial tools. Three takeaways from our latest webinar. (941 words) - [Introducing Autobooks Capital: Empowering Financial Institutions to Support SMBs' Working Capital Needs](/content/blog/introducing-autobooks-capital-empowering-financial-institutions-to-support-smbs-working-capital-needs.html): Autobooks Capital delivers data-driven, pre-approved working capital to small business customers directly inside digital banking — no redirects, no extra accounts, no third-party competitor. (723 words) - [The Critical Role of Small Business Loans in Cash Flow Management](/content/blog/the-critical-role-of-small-business-loans-in-cash-flow-management.html): Small-dollar loans under $100K are the most sought-after credit for small businesses — yet banks keep losing them to fintechs. See how to modernize small business lending. (724 words) - [Autobooks Q1 2026 Webinar Series: The Small Business Flywheel](/content/learn/webinar/small-business-flywheel/index.html): Discover how to turn small business banking into a growth engine. The Q1 2026 Autobooks webinar series introduces the Small Business Flywheel — a strategic framework that aligns product, strategy, and execution to drive adoption and engagement. Learn why construction and trades businesses are the ideal starting point for long-term success. (336 words) - [Autobooks at Bank Director’s Acquired or Be Acquired Conference](/content/blog/autobooks-at-bank-directors-acquired-or-be-acquired-conference.html): Autobooks at Bank Director’s Acquired or Be Acquired Conference (149 words) - [Cash flow management kills small businesses, but financial institutions have a cure.](/content/blog/getting-into-the-business-of-small-business-banking-2-0.html): Better payment options help small businesses manage and accelerate cash flow, which can make a difference in their longevity. (398 words) - [Helping small businesses "Get paid at a distance"](/content/blog/get-paid-at-a-distance/index.html): Helpful resources for financial institutions that are looking to help small businesses "Get paid at a distance." Read the latest blog. (952 words) - [It's Time to Rethink Business Checking](/content/blog/its-time-to-rethink-business-checking/index.html): Small business owners want a single place to run their business — invoicing, payments, cash flow, and accounting, all inside the bank they already use. See how to deliver that. (932 words) - [Rethinking Business Checking: Why It's Time for Banks to Modernize](/content/blog/rethinking-business-checking-why-its-time-for-banks-to-modernize.html): Traditional business checking accounts no longer meet small business needs. See how modern, integrated banking can help your institution compete with non-bank challengers and win deposits back. (786 words) - [Reviewing the Allied Payment Network Acquisition: Key Takeaways from the CEO Webinar](/content/blog/reviewing-the-allied-payment-network-acquisition-key-takeaways-from-the-ceo-webinar.html): Key takeaways from the Autobooks CEO webinar on the Allied Payment Network acquisition — receivables, payables, and accounting in a single small business experience. (910 words) - [Autobooks Blog (7)](/content/blog/page/7/index.html): Insights and perspectives that get you up to speed on the changing landscape of small business banking. (7) (531 words) - [Five Strategies for Small Business Success — Part 1: Unlocking Growth through Personalization and Payments](/content/blog/five-strategies-for-small-business-success-part-1/index.html): Five strategies for financial institutions to compete with fintechs for small business relationships — starting with personalization and innovative payment capabilities. (884 words) - [Part 2: Designing a Better Small Business Checking Account](/content/blog/part-2-designing-a-better-small-business-checking-account.html): A modern business checking account can become the operating hub for a small business — not just a place to store funds. See how to design one that earns primacy. (702 words) - [Declining Cash Usage — Why Businesses Must Embrace Digital Payments](/content/blog/declining-cash-usage-why-businesses-must-embrace-digital-payments.html): U.S. cash usage has dropped from 32% of transactions in 2017 to 16% in 2023, heading to 11% by 2027. See how small businesses and banks must adapt to digital payments. (512 words) - [learn/hubfs/training/tap-to-pay_fi-instructions-pdf.html](/content/learn/hubfs/training/tap-to-pay_fi-instructions-pdf.html) (682 words) - [Customer Conversations That Drive Product Strategy](/content/blog/episode-1-customer-conversations-that-drive-product-strategy.html): Learn how having the right kinds of conversations with customers can help you launch a successful product strategy. (93 words) - [Autobooks Selected by Purpose Jobs as a Best Place to Work in 2024](/content/blog/autobooks-selected-by-purpose-jobs-as-a-best-place-to-work-in-2024.html): Autobooks has been recognized as a best place to work based on its people-first, culture-driven workplace. (383 words) - [What Makes People Switch Fintech Products? | Autobooks](/content/blog/fintech-products/index.html): How did ten interviews with small business owners help Autobooks launch a successful new feature? Find out in the latest episode of the Small Business Obsessed podcast. (98 words) - [Small Business Moment of Need during COVID-19 | Autobooks](/content/blog/addressing-the-small-business-moment-of-need-during-the-covid-19-crisis-and-beyond.html): Learn about the small business moment of need during the COVID-19 crisis and develop strategies to compete with third-party nonbank providers. (822 words) - [How Good User Experience Impacts Small Business Banking | Autobooks](/content/blog/how-good-user-experience-impacts-small-business-banking.html): How can your financial institution leverage a holistic approach to creating a user experience advantage for small businesses? Read the latest blog. (775 words) - [Accepting online payments will lock in and transform SMB relationships](/content/blog/lock-in-smb-relationships/index.html): Enabling an SMB to accept online payments is like locking a consumer account into a direct deposit relationship. (1,028 words) - [temporary-slug-b88999d5-19a6-4bc2-b857-925cd32d1594/enter-20url-20here/index.html](/content/temporary-slug-b88999d5-19a6-4bc2-b857-925cd32d1594/enter-20url-20here/index.html) (22 words) - [Unlocking the Full Value of Small Business Banking: Introducing the New Autobooks Packages](/content/blog/unlocking-the-full-value-of-small-business-banking-introducing-the-new-autobooks-packages.html): Autobooks Basic, Plus, and Pro give financial institutions a tiered path to deeper small business relationships — plus Smart Checking, the modern account itself. (1,004 words) - [Winning Small Business Relationships Starts With Helping Them Get Paid](/content/blog/winning-small-business-relationships-starts-with-helping-them-get-paid.html): Discover how optimizing cash flow for your small business partners can help you win more small business relationships. (749 words) - [Banks are ignoring the faster payment needs of small businesses](/content/blog/getting-into-the-business-of-small-business-banking-3.html): Banks and credit unions need to start actively putting plans in place for small businesses or risk jeopardizing these relationships to non-bank providers. (149 words) - [Autobooks Status - Degraded Bill Pay Performance](/content/status/incidents/5knn20qfwnkv/index.html): Autobooks's Status Page - Degraded Bill Pay Performance. (91 words) - [Bringing It All Together: Why Autobooks Acquired Allied Payment Network](/content/blog/bringing-it-all-together-why-autobooks-acquired-allied-payments.html): Steve Robert on why Autobooks acquired Allied Payment Network — bringing receivables, payables, accounting, and cash flow together in one small business experience. (714 words) - [Set for Success: Gallipolis City Schools simplifies invoicing and payments](/content/blog/getting-into-the-business-of-small-business-banking-2-0-0.html): Student fees and preschool billing go from multi-person, time-consuming tasks to automated and instant deliverables. (443 words) - [Earning Extra: Finding the side hustlers within your institution](/content/blog/getting-into-the-business-of-small-business-banking-3-0-0.html): Gig economy workers are on the rise, offering a lucrative opportunity for financial institutions who can understand their financial needs. (528 words) - [Get Paid with Autobooks](/content/info/get-paid-with-autobooks/index.html) (885 words) - [Three Key Trends Reshaping Small Business Digital Banking in 2025](/content/blog/three-key-trends-reshaping-small-business-digital-banking-in-2025.html): Invoicing, payment acceptance, and cash flow insights are becoming table stakes in small business digital banking. See where financial institutions can still differentiate in 2025. (701 words) - [learn/hubfs/training/autobooks-20tap-20to-20pay-20testing-20guide-pdf.html](/content/learn/hubfs/training/autobooks-20tap-20to-20pay-20testing-20guide-pdf.html) (764 words) - [Why MissionOG Invested in Autobooks](/content/blog/why-missionog-invested-seriesb/index.html): MissionOG’s success is a result of delivering payments innovation for financial institutions and their SMB customers. (590 words) - [learn/hubfs/tap-to-pay_fi-instructions-ncr-pdf.html](/content/learn/hubfs/tap-to-pay_fi-instructions-ncr-pdf.html) (700 words) - [The Job of "Getting Paid at a Distance"](/content/blog/jobofgettingpaid/index.html): In this episode we discuss the recent impact of the Covid-19 pandemic on the small businesses we serve, and how our product principles created long before the pandemic have been able to holdup at a time when businesses are being forced to “Get paid at a distance.” (189 words) - [Autobooks Basics eLearning](/content/learn/training/autobooks-basics/index.html): Our training videos introduces you (or your team) to Autobooks. From the features of Autobooks to why our features matter, these trainings help set your program up for success! (249 words) - [Autobooks Blog (8)](/content/blog/page/8/index.html): Insights and perspectives that get you up to speed on the changing landscape of small business banking. (8) (21 words) - [Moment of Need to Resolution](/content/blog/moment-of-need/index.html): Lee and Derik discuss Moment of Need to Resolution, the new killer digital KPI. (215 words) - [Autobooks Named to the 2021 CB Insights Fintech 250 List of Top Fintech Startups](/content/blog/autobooks-awarded-cbinsights-fintech-250-top-fintech-startups.html): Autobooks honored for achievements in Accounting and Finance by being named to the 2021 CB Insights Fintech 250 List of Top Fintech Startups. (436 words) - [Community Choice and 4Front Credit Unions Share How They are Growing Deposits](/content/blog/getting-into-the-business-of-small-business-banking-3-3-2.html): Community Choice Credit Union and 4Front Credit Union share how Autobooks increases deposits and creates competitive advantages. (155 words) - [Create a Recurring Invoice](/content/help/knowledge/create-and-send-a-recurring-invoice/index.html): Autobooks allows you to create invoices (both one-time and recurring) to send to your customers via email. These invoices can be paid electronically with a credit or debit card or by an ACH (bank acco (740 words) - [Autobooks Payment Monitoring process](/content/help/knowledge/autobooks-payment-monitoring-process/index.html): To protect both your business and our platform, Autobooks must take important steps to prevent fraudulent activity.  (347 words) - [Navigating the Progress Center (Frontline Banker view)](/content/banking-help/knowledge/navigating-the-progress-center-frontline-banker-view.html): Once you've submitted your customer lead, you may track your customers progress in using Autobooks. Just click on the Progress Center link on the left side navigation. You can actively help your custo (735 words) - [Navigating the Progress Center (Admin view)](/content/banking-help/knowledge/navigating-the-progress-center/index.html): The Autobooks Hub gives you the ability to help your customers be successful Autobooks users. The Progress Center houses valuable tools to track customer progress in payment enablement approvals and, (1,231 words) - [banking-help/hubfs/training/selfservice_enrollment-standard-24-pdf.html](/content/banking-help/hubfs/training/selfservice_enrollment-standard-24-pdf.html) (387 words) - [learn/hubfs/training/tap-20to-20pay-20requesting-20entitlements-pdf.html](/content/learn/hubfs/training/tap-20to-20pay-20requesting-20entitlements-pdf.html) (131 words) - [Create invoices in bulk](/content/help/knowledge/create-invoices-in-bulk/index.html): Need to create many invoices at once? Our Bulk Invoicing feature can save you time and effort! (523 words) - [Edit, pause or cancel a recurring invoice](/content/help/knowledge/edit-pause-or-cancel-a-recurring-invoice/index.html): Autobooks allows you to create invoices (both one-time and recurring) to send to your customers via email. These invoices can be paid electronically with a credit or debit card or by an ACH (bank acco (376 words) - [Securely transfer Hub data to your CRM or core database](/content/banking-help/knowledge/securely-transfer-hub-data/index.html): Regular data transfers from the Hub can push your Autobooks program to the next level. (627 words) - [learn/hubfs/tap-to-pay_fi-instructions-csi-pdf.html](/content/learn/hubfs/tap-to-pay_fi-instructions-csi-pdf.html) (273 words) - [How to Add a Service Charge to an Invoice](/content/help/knowledge/how-to-add-a-service-charge-to-an-invoice/index.html): How to Add a Service Charge to your Invoice (406 words) - [Viewing Small Business Data in the Hub](/content/banking-help/knowledge/referral-data-for-admins-of-the-hub/index.html): Admin users can view data about their small business customers (including referral data). (577 words) - [Automate payment reminder emails, late fees, and sales tax](/content/help/knowledge/how-to-set-up-payment-reminder-emails-and-late-fees.html): Enable automated reminder emails and automated late fees to save time with customer payment follow-up. (405 words) - [Viewing Referral Data in the Hub](/content/banking-help/knowledge/referral-data-for-admins-of-the-hub-1/index.html): Admin users can view data about their small business customers (including referral data). (626 words) - [Edit your customer's contact record](/content/help/knowledge/how-to-manage-your-customer-list/index.html): The Customers tab is where you can see a list of all of the customers you have added to your Autobooks account. From this page, you can: Click on the Customers tab. Click on a specific customer to bri (232 words) - [Adding a new customer record](/content/help/knowledge/how-to-add-a-new-customer/index.html): In order to send an invoice or an estimate, you need to create a customer record. A customer record contains the customer name, their email address, and (optionally) their phone number.  You may add a (314 words) - [Send overdue invoice reminders](/content/help/knowledge/send-overdue-invoice-reminders/index.html): When you have past-due invoices, an Overdue Activity tile appears on your dashboard. From there, you can send a reminder email to any customer with an outstanding balance. Your customer gets a link to review and pay any or all of their past-due invoices in one transaction. (598 words) - [Log leads within the Autobooks Hub](/content/banking-help/knowledge/how-to-submit-leads-to-the-autobooks-hub/index.html): The Autobooks Hub provides frontline banking staff a way to track their customer enrollment progress, payment activity, and more!  Your company Hub Admin will need to set up your access to the Hub. Yo (267 words) - [Simplified Invoicing for Mobile users](/content/help/knowledge/simplified-invoicing-for-mobile-users/index.html): Autobooks has created a simplified invoice builder for users accessing Autobooks through a mobile device.  At any point in this simplified invoice process, you may opt to go to the Advanced Invoice Bu (315 words) - [A Guide to the Autobooks SMB Report](/content/banking-help/knowledge/a-guide-to-the-autobooks-smb-report/index.html): The Autobooks SMB Report gives you an overview of all small business customers who have enrolled with Autobooks. The details displayed in this report shows total all-time figures (i.e. processing volu (517 words) - [How to locate the reason a customer was denied approval for payment processing](/content/banking-help/knowledge/how-to-locate-the-reason-a-customer-was-denied-approval-for-payment-processing.html): Small business data (including denial reason data) is accessible by users with Admin role types.  To view your small business data, log into the Hub and navigate to the Data menu item at left. Expand (375 words) - [View your customer's invoice payment history](/content/help/knowledge/how-to-view-customer-balance/index.html): You may view a total history of your customer's invoice payments through Autobooks. The Customers tab is a great way to see a breakdown of all of the invoices and payment activity for a customer.  Cli (162 words) - [Email Copy to help your enrolled small business with Missing Information get paid](/content/banking-help/knowledge/email-copy-to-help-your-enrolled-small-business-with-missing-information-get-paid.html): The small business customer enrolled in Autobooks, but they haven't been approved to accept payments due to missing information. What can you do to help? Copy and paste the emails below to help them finish setting up their account. (571 words) - [Create and send an invoice](/content/help/knowledge/create-and-send-an-invoice/index.html): Autobooks allows you to create invoices (both one-time and recurring) and send them via email. Invoices can be paid electronically by your customers with a credit card, debit card, or by bank transfer (750 words) - [Customized dashboards in the Autobooks Hub](/content/banking-help/knowledge/customized-dashboards-in-the-autobooks-hub/index.html): The Autobooks Hub allows you to customize your landing page dashboard views to reveal the data you find most important. All Admin users of the Hub will be able to customize the existing landing page d (431 words) - [Adding Accounts for Account to Account (A2A) Transfers](/content/banking-help/knowledge/knowledge/adding-accounts-for-a2a-account-to-account-transfers.html): en (404 words) - [Resend an existing invoice to your customer](/content/help/knowledge/resend-an-existing-invoice-to-your-customer/index.html): If your customer needs your invoice sent again to their existing email address OR to a new email address, you can resend the invoice. You can also send your customer a direct link to pay their invoice (178 words) - [Edit, Resend, or Cancel existing estimates](/content/help/knowledge/manage-estimates/index.html): The Invoicing tool includes the ability to send your potential customers an estimate. You can set an expiration date for your estimate, track outstanding estimates, and convert estimates to formal inv (183 words) - [Pay a Person with Person to Person Transfer](/content/banking-help/knowledge/knowledge/pay-a-person-with-person-to-person-transfer/index.html): en (323 words) - [Understanding your Signal Feed](/content/banking-help/knowledge/understanding-your-signal-feed/index.html): Signal Feed translates your customer's activity into solid action items for your team (766 words) - [A Guide to the Autobooks Payment Report](/content/banking-help/knowledge/a-guide-to-the-autobooks-payment-report/index.html): The Autobooks Payment Report gives you a running list of all the Autobooks processed payment activities of your Autobooks users within your financial institution. Each line is a processed payment tran (364 words) - [Cancel an Invoice](/content/help/knowledge/how-do-i-cancel-an-invoice/index.html): You may cancel an invoice you have sent to a customer, as long as the customer has not sent you a payment for the invoice (see below if you need to cancel an invoice after a customer has made a paymen (217 words) - [Converting estimates to invoices](/content/help/knowledge/managing-estimates/index.html): The Invoicing tool includes the ability to send your potential customers an estimate. You can set an expiration date for your estimate, track outstanding estimates, and convert estimates to formal inv (157 words) - [Understanding Service Charges](/content/help/knowledge/understanding-service-charges/index.html): Understanding Invoice Service Fees (542 words) - [Set a universal sales tax rate for your invoice template](/content/help/knowledge/set-universal-sales-tax-rate-on-your-invoice-template.html): You can set a universal sales tax rate that can be automatically applied to each invoice you create (you are able to to remove the sales tax per invoice if needed). 3. Click Save to set your sales ta (81 words) - [Manually mark an outstanding invoice as paid](/content/help/knowledge/mark-invoice-as-paid/index.html): If you've received a payment from outside of Autobooks that should be applied against an outstanding invoice (such as cash or a check), you can match the deposited funds to that invoice.    Click the (151 words) - [Add a discount or a credit to an invoice](/content/help/knowledge/enter-a-discount-or-a-credit-on-an-invoice/index.html): You can add a discount or credit to your customer within their invoice. Click the Invoices tab, then click the New Invoice button. Complete your invoice template, then select the Add Discount link. (87 words) - [Schedule Payments inside of Bill Pay](/content/banking-help/knowledge/knowledge/schedule-payments-inside-of-bill-pay/index.html): en (462 words) - [Understanding your Invoice Summary cards](/content/help/knowledge/understanding-your-invoice-summary-cards/index.html): Invoice Summary cards give you an instant snapshot of your invoicing activity (what's due, coming due, or paid). (526 words) - [The Autobooks Hub Home Page](/content/banking-help/knowledge/the-autobooks-home-page/index.html): How to understand the data displayed on your Hub home page (459 words) - [How to assist your customer when their application is under review by Autobooks](/content/banking-help/knowledge/how-to-assist-your-customer-when-their-application-is-under-review-by-autobooks.html): View and contribute information or documents for your customer via the Autobooks Hub (350 words) - [Payment confirmation email communications](/content/help/knowledge/payment-confirmation-email-communications/index.html): Autobooks will notify you via email when your customer submits a payment through one of our payment tools (129 words) - [How to add the Autobooks landing page snippet to your website](/content/banking-help/knowledge/how-to-add-the-autobooks-landing-page-snippet-to-your-website.html): The Autobooks landing page snippet is designed to provide a plug and play landing page in an iFrame that communicates the value of Autobooks to your customers. The landing page snippet includes: A too (238 words) - [Setting up a designated fraud contact](/content/banking-help/knowledge/setting-up-a-designated-fraud-contact/index.html): Here at Autobooks, our partnership with our financial institutions and merchants is of the highest importance. Part of that partnership includes working together to identify and prevent fraud. To that (327 words) - [View invoice payments](/content/help/knowledge/how-do-i-view-payments-from-invoices/index.html): Invoice payments received through Autobooks are located in the Payments tab within the Invoicing tool.   Payments are listed chronologically, with the most recent at the top. The following details are (271 words) - [QR Codes for Invoice payments](/content/help/knowledge/qr-codes-on-printed-invoices/index.html): Autobooks includes QR codes on any printed invoice. The QR code is specific for that invoice.  When your customer receives your printed invoice, they can scan the QR code and make a payment to you dig (147 words) - [Add and manage team members in the Autobooks Hub](/content/banking-help/knowledge/invite-a-team-member-to-the-autobooks-hub/index.html): The Autobooks Hub allows primary administrators to invite and manage your financial institution team member access.   This article will explain how you can easily share access with the appropriate per (336 words) - [Portal Pay Overview](/content/banking-help/knowledge/portal-pay-overview/index.html): Portal Pay allows customers to make secure, one-time loan payments online using a bank account, debit card, or Mastercard credit card from another financial institution. It provides a fast, convenient way for customers to make payments without needing to log in to digital banking. (445 words) - [Optimize your Invoice tool setup](/content/help/knowledge/optimize-your-invoice-tool-setup/index.html): Optimize your invoicing experience with Autobooks (320 words) - [Create a copy of an Invoice](/content/help/knowledge/how-to-copy-an-invoice/index.html): Have you run into one of these scenarios before? Both of these scenarios would typically require you to create a new invoice from scratch, but creating a copy of the invoice saves time!  Click on Invo (210 words) - [Understanding your Capital Accounts view](/content/banking-help/knowledge/understanding-your-capital-accounts-view/index.html): Track Capital product status and activity across your small business portfolio. (446 words) - [Edit or Delete a transfer account in A2A](/content/banking-help/knowledge/knowledge/edit-or-delete-a-transfer-account-in-a2a/index.html): en (268 words) - [Why an ACH (bank transfer) payment may be returned](/content/help/knowledge/understanding-ach-return-codes/index.html): An ACH payment is a type of bank transfer. Instead of using a credit or debit card, the money moves directly from one bank account to another through the Automated Clearing House (ACH) network. An ACH (601 words) - [Navigating the Marketing tools](/content/banking-help/knowledge/navigating-the-marketing-tools/index.html): The Autobooks Hub provides your marketing team with the tools it needs to make an immediate impact with prospective customers. Inside the Marketing tools tab, you’ll find a wide range of free resource (152 words) - [What happens after I submit missing information on behalf of my customer in the Hub Progress Center?](/content/banking-help/knowledge/what-happens-after-i-submit-missing-info-on-behalf-of-my-customer-in-the-hub.html): The Incomplete applications section in the Progress Center is where you can actively assist in your customer's payment enablement. Autobooks is responsible to underwrite each small business applicant (179 words) - [How to Set Up and Turn Off Notifications](/content/banking-help/knowledge/how-to-set-up-and-turn-off-notifications/index.html): You can manage all notifications from within your Profile. To begin, click on your name in the upper right corner of the Hub then click the Profile option. Scroll down to the Notification settings se (231 words) - [I no longer see my SMB in the Progress Center. Why?](/content/banking-help/knowledge/i-no-longer-see-my-smb-in-the-progress-center-why.html): You've submitted missing information for your SMB in the Autobooks Hub, but you've lost track of them in the Progress Center. Why does that happen? The answer is tied to the status of the SMB with Aut (269 words) - [Payments held for review - common questions](/content/help/knowledge/held-payments-faq/index.html): View our most-asked questions in regard to payments held for review when using Autobooks to accept payments. (476 words) - [Editing or Canceling a payment in Bill Pay](/content/banking-help/knowledge/knowledge/editing-a-payment-in-bill-pay/index.html): en (321 words) - [ACH Returns and Customer Disputes (aka Chargebacks)](/content/help/knowledge/ach-returns-and-customer-disputes-aka-chargebacks/index.html): Picture it: you've worked hard to fulfill your customer's order. They've paid your invoice, and you ship your item to them. Once they receive your goods, there is some damage and the customer isn't ha (546 words) - [Autobooks Chargeback Prevention Guide](/content/help/knowledge/autobooks-chargeback-prevention-guide/index.html): By keeping thorough records, communicating clearly, and addressing customer concerns early, you can reduce the risk of chargebacks and better protect your business when disputes happen. (523 words) - [Portal Pay payment handling](/content/banking-help/knowledge/portal-pay-payments/index.html): Portal Pay supports several ways for customers to make payments. Each method may have different fees, which are set during implementation. Flexibility of payment methods give customers the choice of how they want to pay, while allowing your institution to manage disclosures and fee structures clearly. (231 words) - [View and print an invoice](/content/help/knowledge/how-do-i-print-an-invoice/index.html): From the Invoices tab, select the invoice that you would like to print. Select View invoice from the options menu. ​ A printer icon appears near the top-right. Click the printer icon to open your comp (96 words) - [Search for a Bill Pay transaction](/content/banking-help/knowledge/search-for-a-bill-pay-transaction/index.html): Quickly search for a bill pay transaction within the Bill Pay Admin portal using the Transaction Research feature. You can find the Transaction Research feature both in the upper tool bar of the porta (751 words) - [How do I know my customer has AutoPay enabled?](/content/help/knowledge/how-do-i-know-my-customer-has-autopay-enabled/index.html): Your customers have the ability to save their payment method on file to automatically pay any future invoice you send to them.   AutoPay is available on invoices only. If you need information on recur (226 words) - [Send additional invoice payment receipts](/content/help/knowledge/send-additional-invoice-payment-receipts/index.html): You can send additional payment receipts to your customer after their payment has been made. (253 words) - [Can my customer's AutoPay payment method on file be modified?](/content/help/knowledge/can-my-customers-autopay-payment-method-on-file-be-modified.html): Your customers have the ability to save their payment method on file to automatically pay any future invoice you send to them.   When your customers enroll with AutoPay, they can avoid typing in their (241 words) - [Accessing Autobooks from international locations](/content/help/knowledge/accessing-autobooks-from-international-locations/index.html): You may encounter an error message (Error 1020) when accessing Autobooks from an international location. Your customer may also see this error if they are using a foreign bank issued payment method. I (428 words) - [Why don't I receive past due/ delinquent invoice email notifications ?](/content/help/knowledge/why-dont-i-receive-past-due/delinquent-invoice-email-notifications/index.html): There are the system requirements that must be met in order for the Primary Admin to receive an email notification of past due invoices.  Our system will send an email to the Primary Admin each week o (204 words) - [In-App VisiBill User Notifications](/content/banking-help/knowledge/knowledge/in-app-visibill-user-notifications/index.html): en (268 words) - [Editing or Deleting a payee within Bill Pay](/content/banking-help/knowledge/knowledge/editing-a-payee-within-bill-pay/index.html): en (156 words) - [Understanding Bill Pay by Card](/content/banking-help/knowledge/understanding-bill-pay-by-card/index.html): Autobooks provides your financial institution a competitive edge in online bill pay: the ability for consumer to pay bills by credit card (831 words) - [How does my customer set up AutoPay for my future invoices?](/content/help/knowledge/autopay-options-for-your-customer/index.html): Your customers have the ability to save their payment method on file to automatically pay any future invoice you send to them.   AutoPay is available on invoices only. If you need information on recur (197 words) - [Create Recurring Payments in Bill Pay](/content/banking-help/knowledge/knowledge/create-recurring-payments-in-bill-pay/index.html): en (323 words) - [Why must I submit more information about my payment transaction to Autobooks?](/content/help/knowledge/why-do-i-have-to-submit-more-information-about-my-payment-transaction-to-autobooks.html): Autobooks periodically monitors payment transactions in order to protect our business owners (and ourselves!) from becoming a victim of a fraud or scam. On occasion, we may flag a transaction for furt (189 words) - [Change or Cancel a Transfer in A2A](/content/banking-help/knowledge/knowledge/change-or-cancel-a-transfer-in-a2a/index.html): Until an Account to Account transfer has been processed by your financial institution, you have the opportunity to change the dollar amount of the transfer or cancel the transfer altogether.  (159 words) - [Reasons you may no longer be able to accept payments through Autobooks](/content/help/knowledge/reasons-you-may-not-be-able-to-accept-payments/index.html): There are various reasons you may no longer be able to accept payments through Autobooks. We'll display messages in the Account Status area (go to Settings, then Account Status). Here are the most com (312 words) - [Navigating our unified Payments page](/content/help/knowledge/navigating-our-unified-payments-page/index.html): View, track, and manage every incoming payment in one place. (765 words) - [Cancelled Payments versus Refunded Payments](/content/help/knowledge/cancelled-payments-versus-refunded-payments/index.html): The difference between cancelled and refunded payments is all in the timing! (446 words) - [How to refund or cancel a payment made through a Checkout Page](/content/help/knowledge/how-to-refund-or-cancel-a-payment-made-through-a-checkout-page.html): Quickly cancel or refund a payment collected through your Checkout Page. (258 words) - [Transferring funds between bank accounts (Account to Account Transfers)](/content/banking-help/knowledge/knowledge/transferring-funds-between-accounts-account-to-account-transfers.html): en (278 words) - [Verifying a Manually Added Account (A2A)](/content/banking-help/knowledge/knowledge/verifying-a-manually-added-account/index.html): en (161 words) - [Setting up VisiBill in Bill Pay](/content/banking-help/knowledge/knowledge/setting-up-ebills-in-bill-pay/index.html): en (185 words) - [Edit or delete a recipient for Person to Person payments](/content/banking-help/knowledge/knowledge/edit-a-recipient-for-person-to-person-payments/index.html): en (113 words) - [How to refund an invoice payment](/content/help/knowledge/how-to-issue-a-refund-to-a-customer/index.html): There are two ways to refund a payment submitted through Autobooks. Which one to use will depend on when the payment is submitted.  On the same day that the payment was submitted, the payment can be c (269 words) - [How does payment processing work?](/content/help/knowledge/payment-processing-1/index.html): There are many steps behind the scenes to deliver your customer's payment to your bank account. (441 words) - [How to refund a payment received through your payment link](/content/help/knowledge/how-to-refund-a-payment-received-through-your-payment-form.html): There are two ways to refund a payment submitted through Autobooks. Which one to use will depend on when the payment is submitted.  On the same day that the payment was submitted, the payment can be c (238 words) - [Refunding or canceling invoice payments when your customer has set up AutoPay](/content/help/knowledge/refunding-payments-when-your-customer-has-set-up-auto-pay.html): Autobooks allows your customer to set up AutoPay for future invoices from your business which saves your customer time (and allows you to get paid on time, every time).  If you need to cancel or refun (205 words) - [Edit an Admin user profile and user access roles](/content/banking-help/knowledge/overview-of-a-user-profile/index.html): Once you've searched for (and located) the user, most actions you can take start with the User Profile. (259 words) - [Creating a payee within Bill Pay](/content/banking-help/knowledge/knowledge/creating-a-payee-within-bill-pay/index.html): en (228 words) - [Rejecting a bill pay payment](/content/banking-help/knowledge/rejecting-a-bill-pay-payment/index.html): You may need to reject a bill pay payment to prevent processing errors, reduce risk, or comply with regulatory requirements. Common reasons include invalid or incomplete payee information, insufficien (189 words) - [How do I generate a partial refund?](/content/help/knowledge/how-do-i-generate-a-partial-refund/index.html): How do I generate a partial refund? (85 words) - [What to do if a credit card on file has expired](/content/banking-help/knowledge/what-to-do-if-a-credit-card-expired/index.html): Manage any payees that are associated with a credit card if that card has expired. (206 words) - [I refunded/canceled my customer's payment. Why do they still see the transaction on their card?](/content/help/knowledge/i-refunded/canceled-my-customers-payment-why-do-they-still-see-the-transaction-on-their-card.html): When you cancel or refund a payment transaction, a pending charge may still appear on your customer's card statement. Although it may appear as if the charge has been posted to their account, it shoul (110 words) - [Payment transaction limits with Autobooks](/content/help/knowledge/payment-processing-transaction-limits-with-autobooks.html): A processing limit is a dollar amount cap on your ability to process card and bank transfer (ACH) transactions through your Autobooks account. (353 words) - [Add a FI Admin user to the Bill Pay Payment Admin portal](/content/banking-help/knowledge/add-a-fi-admin-user-to-the-bill-pay/index.html): If your access role permits, you may add Admin users for your financial institution within the Bill Pay Payment Admin portal. Your new user will receive an email asking them to create a password to th (291 words) - [Why Do You Need My SSN to Approve My Nonprofit Account?](/content/help/knowledge/why-do-you-need-my-ssn-to-approve-my-nonprofit-account.html): Autobooks asks for the SSN of a representative of a nonprofit as part of identity verification and compliance requirements, even though the organization itself has an EIN. (302 words) - [Remove a customer's bank account from Bill Pay](/content/banking-help/knowledge/edit-a-customers-bill-pay-funding-account/index.html): Sometimes, you might need to manually remove a customer’s bank account from the Bill Pay Payment Admin Portal. This usually happens when the customer has closed their account, but the update hasn’t ye (201 words) - [Lock or Disable a user within the Bill Pay Payment Admin portal](/content/banking-help/knowledge/disable-a-user-within-the-bill-pay-admin-portal/index.html): The Bill Pay Payment Admin portal allows you to manage your users access. You can temporarily lock a user's access, or permanently disable the user. Tip: To unlock a user, simply repeat the steps abov (205 words) - [How to reconcile electronic payments](/content/banking-help/knowledge/how-to-reconcile-electronic-payments/index.html): It is a best practice to reconcile electronic payments to ensure money is flowing correctly in and out of your bill pay settlement account.  You may reconcile electronic payments in one of two ways: Y (337 words) - [Understanding Autobooks transactions within my bank account](/content/help/knowledge/understanding-autobooks-transactions-within-my-bank-account.html): How deposits and fees appear in your account (185 words) - [View Payment History in Bill Pay](/content/banking-help/knowledge/knowledge/view-payment-history-in-bill-pay/index.html): en (106 words) - [Release a bank hold on a bill pay payment](/content/banking-help/knowledge/release-a-bank-hold-on-a-bill-pay-payment/index.html): You may need to place a bill pay payment on hold to protect your customers and ensure the integrity of the transaction. Common reasons include verifying account information, reviewing potentially susp (157 words) - [Reports within the Bill Pay Payment Admin portal](/content/banking-help/knowledge/reports-within-the-bill-pay-payment-admin-portal/index.html): Autobooks provides several useful reports you can use to keep on top of your Bill Pay product success. Report results will appear in a table once you have selected your search parameters. Click a col (223 words) - [Search for a User](/content/banking-help/knowledge/search-for-a-user/index.html): The User Maintenance feature allows you to manage both customer users and fellow Bill Pay Portal Admins at your financial institution. (268 words) - [Build or edit your items list within Tap to Pay](/content/help/knowledge/building-a-product-list-in-tap-to-pay-on-iphone/index.html): Sell multiple items quickly and build your item list over time. (371 words) - [Reset a user password in the Bill Pay Payment Admin portal](/content/banking-help/knowledge/reset-a-user-password-in-the-bill-pay-payment-admin-portal.html): Note: A temporary password will be sent to the user's email address on file. The user must follow the instructions within the email to reset their password.   (141 words) - [Using your items list to build a Tap to Pay order](/content/help/knowledge/add-multiple-products-to-a-tap-to-pay-checkout/index.html): Quickly select products from your items list to complete your Tap to Pay sale (295 words) - [Edit customer payment limits](/content/banking-help/knowledge/edit-customer-payment-limits/index.html): You can view and/or edit certain customer payment limits within the Bill Pay Payment Admin Portal.   You can edit payment limits for: To edit limits for either a user or a customer: You may edit/upda (215 words) - [Using Tap to Pay on iPhone](/content/help/knowledge/using-tap-to-pay-on-iphone/index.html): Payments can now be accepted in person from your customers using Tap to Pay on iPhone. Customers with chip-enabled cards or using a virtual wallet (Apple Pay) on iPhone and Apple Watch can make payments to you with ease. (453 words) - [Troubleshooting Tap to Pay](/content/help/knowledge/troubleshooting-tap-to-pay-on-iphone/index.html): Check these settings if you're having trouble accessing Tap to Pay (261 words) - [Admin Assist feature](/content/banking-help/knowledge/enable-a-user-for-admin-assist/index.html): While you are providing customer support for your user, you may need to assist the user by performing an action within their Bill Pay view. You can designate certain employees to have Admin Assist acc (246 words) - [Place a bill payment on hold](/content/banking-help/knowledge/place-a-bill-payment-on-hold/index.html): You may need to place a bill pay payment on hold to protect your customers and ensure the integrity of the transaction. Common reasons include verifying account information, reviewing potentially susp (155 words) - [Modify Customer Defaults](/content/banking-help/knowledge/modify-customer-defaults/index.html): You can modify certain customer default settings, such as fees charged, within the Bill Pay Payment Admin Portal.    You can modify three customer default settings: Next Check #, Fee Schedule, and Wai (107 words) - [Reasons Autobooks may deny a merchant the ability to accept digital payments](/content/banking-help/knowledge/reasons-autobooks-may-deny-a-merchant-the-ability-to-accept-digital-payments.html): During the account setup process, the customer provides information to Autobooks about their business. Autobooks uses that data to underwrite the customer and arrive at a decision about whether or not (487 words) - [Applying Sales Tax to Tap to Pay Payments](/content/help/knowledge/applying-sales-tax-to-tap-to-pay-payments/index.html): Note: This feature is not available to all Autobooks users. If you don't see this feature, update your app in the iOS Store. After updating, if Tap to Pay and its features are not present in your mobi (416 words) - [How to send a receipt after a payment is completed using Tap to Pay on iPhone](/content/help/knowledge/how-to-send-a-receipt-after-a-transaction-is-completed-when-using-tap-to-pay-on-iphone.html): Note: The Tap to Pay on iPhone feature is not available to all Autobooks users. If Tap to Pay is not present in your mobile experience, contact your financial institution to inquire about Tap to Pay. (193 words) - [How to refund a payment when using Tap to Pay on iPhone](/content/help/knowledge/how-to-refund-a-payment-when-using-tap-to-pay-on-iphone.html): Note: The Tap to Pay on iPhone feature is not available to all Autobooks users. If Tap to Pay is not present in your mobile experience, contact your financial institution to inquire about Tap to Pay. (186 words) - [Can I change the business name that shows on Tap to Pay on iPhone?](/content/help/knowledge/can-i-change-the-business-name-that-shows-on-tap-to-pay-on-iphone.html): Note: The Tap to Pay on iPhone feature is not available to all Autobooks users. If Tap to Pay is not present in your mobile experience, contact your financial institution to inquire about Tap to Pay. (113 words) - [How to cancel a payment when using Tap to Pay on iPhone](/content/help/knowledge/how-to-cancel-a-payment-when-using-tap-to-pay-on-iphone.html): Note: The Tap to Pay on iPhone feature is not available to all Autobooks users. If Tap to Pay is not present in your mobile experience, contact your financial institution to inquire about Tap to Pay. (177 words) - [How do I unlink Tap to Pay on iPhone and my Apple ID?](/content/help/knowledge/how-do-i-unlink-tap-to-pay-on-iphone-and-my-apple-id.html): Note: The Tap to Pay on iPhone feature is not available to all Autobooks users. If Tap to Pay is not present in your mobile experience, contact your financial institution to inquire about Tap to Pay. (114 words) - [Access training for your users and your employees](/content/banking-help/knowledge/access-training-for-your-users-and-your-employees/index.html): Autobooks provides you with learning materials so your staff is always up to date. (44 words) - [How to view payments through Tap to Pay on iPhone](/content/help/knowledge/how-to-view-transactions-through-tap-to-pay-on-iphone.html): Note: The Tap to Pay on iPhone feature is not available to all Autobooks users. If Tap to Pay is not present in your mobile experience, contact your financial institution to inquire about Tap to Pay. (141 words) - [What business information is linked and shared with Apple when using Tap to Pay on iPhone?](/content/help/knowledge/what-business-information-is-linked-and-shared-with-apple-when-using-tap-to-pay-on-iphone.html):  Note: The Tap to Pay on iPhone feature is not available to all Autobooks users. If Tap to Pay is not present in your mobile experience, contact your financial institution to inquire about Tap to Pay (165 words) - [Accepting tips with Tap to Pay](/content/help/knowledge/accepting-tips-with-tap-to-pay/index.html): Allow your customers to easily add a tip to their payment using Tap to Pay (335 words) - [Is it possible to change the Apple ID linkedto Tap to Pay on iPhone?](/content/help/knowledge/can-i-change-the-apple-id-linked-to-tap-to-pay-on-iphone.html): Note: The Tap to Pay on iPhone feature is not available to all Autobooks users. If Tap to Pay is not present in your mobile experience, contact your financial institution to inquire about Tap to Pay. (142 words) - [Send a receipt with Tap to Pay iPhone](/content/help/knowledge/send-a-receipt-with-tap-to-pay-iphone/index.html): Send a receipt to your client once you've accepted a payment. (227 words) - [Best Practices when using Tap to Pay on iPhone](/content/help/knowledge/best-practices-when-using-tap-to-pay-on-iphone/index.html): Get paid in person without keeping your customer waiting (365 words) - [Setting up other Tap to Pay on iPhone users for your business](/content/help/knowledge/setting-up-other-tap-to-pay-on-iphone-users-for-your-business.html): Now that you've enrolled in Tap to Pay on iPhone, you may have employees that need to take payments too. (457 words) - [How do I know if a payment method is contactless?](/content/help/knowledge/how-do-i-know-if-my-customers-payment-card-is-contactless.html): Note: The Tap to Pay on iPhone feature is not available to all Autobooks users. If Tap to Pay is not present in your mobile experience, contact your financial institution to inquire about Tap to Pay. (163 words) - [What is the transaction description for a Tap to Pay payment?](/content/help/knowledge/what-is-the-transaction-description-for-a-tap-to-pay-payment.html): When taking customer payments using Tap to Pay on iPhone, your customer may wonder how the charge for the payment will appear on their card statement or bank account (if using a debit card).   Transac (127 words) - [Why do card numbers on the payment differ from the customer's physical card when I use Tap to Pay on iPhone?](/content/help/knowledge/why-do-card-numbers-on-the-payment-differ-from-the-customers-physical-card-when-i-use-tap-to-pay-on-iphone.html): Note: The Tap to Pay on iPhone feature is not available to all Autobooks users. If Tap to Pay is not present in your mobile experience, contact your financial institution to inquire about Tap to Pay. (280 words) - [Microsoft Word - ACH Authorization Form - FI's](/content/banking-help/hubfs/training/ach-20authorization-20form-20dec-202023-pdf.html) (101 words) - [Which devices are supported with Tap to Pay on iPhone?](/content/help/knowledge/which-devices-are-supported-with-tap-to-pay-on-iphone.html): Note: The Tap to Pay on iPhone feature is not available to all Autobooks users. If Tap to Pay is not present in your mobile experience, contact your financial institution to inquire about Tap to Pay. (95 words) - [Instant Payment Mode for Autobooks users](/content/banking-help/knowledge/instant-payment-mode-for-autobooks-users/index.html): Autobooks offers a way for small businesses to receive customer payments to their bank account instantly. (426 words) - [Autobooks Chargeback Process](/content/banking-help/knowledge/autobooks-chargeback-process/index.html): A chargeback is a circumstance when a consumer disputes a transaction processed by their credit card provider. Autobooks manages all chargeback instances that may occur using our payment technology. W (435 words) - [How Autobooks issues 1099K forms to merchants](/content/banking-help/knowledge/how-autobooks-issues-1099k-forms-to-merchants/index.html): At the start of each year until January 31st, businesses receive a 1099K form for the previous tax year if those businesses processed payments through Autobooks. Autobooks is required by the IRS to pr (232 words) - [ACH Returns and Customer Disputes (aka Chargebacks)](/content/banking-help/knowledge/ach-returns-and-customer-disputes-aka-chargebacks/index.html): Autobooks is responsible to manage any chargeback or disputes to an end resolution. We work with the business owner as well as the customer card issuer to facilitate communication between parties. Not (72 words) - [Video: How to Tap to Pay on iPhone using Contactless Cards](/content/help/knowledge/how-to-tap-to-pay-on-iphone-video/index.html): Accept contactless debit and credit cards with Tap to Pay on iPhone. To confirm if your customer has a contactless card, look for the EMV® Contactless Indicator on the back or the front of the card. (48 words) - [Payment Processor Business Day Cutoff Times](/content/banking-help/knowledge/payment-processor-business-day-end-times/index.html): Autobooks works in conjunction with various payment processors through our financial institution and online banking partnerships. All processors have a specified end time (or cutoff) for the current b (118 words) - [Understanding your Profit and Loss report](/content/help/knowledge/understanding-your-profit-and-loss-report/index.html): This feature is available only for those that subscribe monthly to our Accounting and Reporting services.  If you are NOT a monthly subscriber and would like more information, please view: How to upgr (257 words) - [International businesses using Autobooks](/content/banking-help/knowledge/international-businesses-using-autobooks/index.html): International businesses using Autobooks (110 words) - [What is a "Designated Fraud Contact"?](/content/banking-help/knowledge/what-is-a-designated-fraud-contact/index.html): What is a "Designated Fraud Contact"? (223 words) - [Your role in the Autobooks chargeback process](/content/banking-help/knowledge/your-role-in-the-autobooks-chargeback-process/index.html): Autobooks works with your customer when a chargeback occurs. On occasion, we need your help (234 words) - [Payments held by Autobooks](/content/banking-help/knowledge/payments-held-by-autobooks/index.html): My customer has a payment being held by Autobooks. What does that mean? (76 words) - [Categorize transactions with Accounting Insights (2:41)](/content/help/knowledge/categorize-transactions-with-accounting-insights/index.html): Check out our tutorial on the newest way to quickly categorize transactions!   (18 words) - [Understanding your Vendor Balances report](/content/help/knowledge/understanding-your-vendor-balances-report/index.html): This feature is available only for those that subscribe monthly to our Accounting and Reporting services.  If you are NOT a monthly subscriber and would like more information, please view: How to upgr (332 words) - [Webinar: Getting Paid with Autobooks (25:54)](/content/help/knowledge/webinar-getting-paid-with-autobooks/index.html):   (13 words) - [Understanding your Customer Balance report](/content/help/knowledge/understanding-your-customer-balance-report/index.html): This feature is available only for those that subscribe monthly to our Accounting and Reporting services.  If you are NOT a monthly subscriber and would like more information, please view: How to upgr (342 words) - [Payment Link Tips (4:04)](/content/help/knowledge/payment-link-tips/index.html): Curious about what the Autobooks Payment Link is, and how it may work for your business or non-profit? Check out this 4 minute walkthrough from our Customer Success team to learn the key details on ho (55 words) - [Webinar: Tap to Pay Best Practices (27:18)](/content/help/knowledge/webinar/index.html):   (8 words) - [Understanding your Bank Reconciliation report](/content/help/knowledge/understanding-your-bank-reconciliation-report/index.html): In most accounting systems, bank reconciliation is a manual process where you'd compare your bank and credit card statements to the information you have in your accounting system. Our Bank Reconciliat (293 words) - [Understanding Your Settlement Details Report](/content/help/knowledge/understanding-your-settlement-report/index.html): Autobooks provides a detailed report to help you understand the transactions that make up your deposits. (487 words) - [Autobooks Accelerate Virtual Event ](/content/accelerate-event/resources/index.html): Join to hear about small business banking insights and technology that your financial institution can execute on tomorrow. (613 words) - [Tips to use your customer and product lists with Invoicing (3:23)](/content/help/knowledge/tips-to-use-your-customer-and-product-lists/index.html): Having customers and products ready to go is crucial to get started with invoicing, fast. In this video, our Customer Success Team will show how to add your products, and cover how to either add custo (66 words) - [Payment Reports for Essentials Plan users](/content/help/knowledge/payment-reports-for-invoicing-and-payment-link-users.html): Autobooks offers payment reports for you to better track payment details. (367 words) - [Six valuable actions in your Invoice menu options (4:11)](/content/help/knowledge/six-valuable-actions-in-your-invoice-menu-options-411.html): Want to take your Invoice skills to the next level? Check out six actions you can take on your existing invoices to maximize efficiency.     (40 words) - [Understanding your Sales Tax report](/content/help/knowledge/understanding-your-sales-tax-report/index.html): Autobooks provides you with a report to keep track of the sales taxes you charge for selling your goods. You can charge sales tax as a separate line item when using our Invoicing tool or using Tap to (267 words) - [Quickly categorize transactions directly from your Bank Reconciliation report](/content/help/knowledge/quickly-categorize-transactions-directly-from-your-bank-reconciliation-report.html): You can categorize bank transactions right from your Bank Reconciliation report. (914 words) - [Journal Entries](/content/help/knowledge/journal-entries/index.html): With Autobooks, you can create and manage your journal entries directly in our Accounting feature (1,024 words) - [Invoicing experience for you and your customer (1:29)](/content/help/knowledge/invoicing-experience-for-you-and-your-customer-129/index.html): Wondering what your customers will experience when you use our Invoicing tool? Take a peek at this quick tutorial.     (35 words) - [Learn more about Autobooks Capital](/content/banking-help/knowledge/learn-more-about-autobooks-capital/index.html): Autobooks Capital provides quick access to short term capital advances, enabling businesses to grow without cashflow obstacles. (821 words) - [Exporting data from Autobooks](/content/help/knowledge/exporting-data-from-autobooks/index.html): Autobooks offers preloaded reports for download. You can also access data from any list within our tools! Wherever you see a list of information, you can download that list in a spreadsheet format (.C (128 words) - [Changing my Autobooks plan](/content/help/knowledge/downgrade-or-cancel-my-autobooks-account/index.html): You can change your Autobooks plan type at any time, right in our application. (332 words) - [Categorizing transactions](/content/help/knowledge/categorizing-transactions/index.html): This feature is available only for those that subscribe monthly to our Accounting and Reporting services.  If you are NOT a monthly subscriber and would like more information, please view: How to upgr (810 words) - [What is a IRS 1099K form and how do I receive a copy of it?](/content/help/knowledge/what-is-a-irs-1099k-form-and-why-am-i-receiving-it/index.html): At the start of each year until January 31st, businesses receive a 1099K form for the previous tax year if those businesses processed payments through Autobooks. Autobooks is required by the IRS to pr (389 words) - [A Comprehensive Guide to Setting Up DNS Records](/content/banking-help/knowledge/a-comprehensive-guide-to-setting-up-dns-records/index.html): DNS (Domain Name System) is the backbone of the internet, translating human-readable domain names into IP addresses that computers use to communicate. (336 words) - [How to use your Payment Link](/content/help/knowledge/how-to-use-your-payment-form/index.html): You are able to accept a one-time or recurring customer payment using our Payment Link tool (also known as Accept a Payment).  The Payment Link is best used when: Customers access a payment form by sc (310 words) - [Help your newly enrolled small business customers get paid using Autobooks](/content/banking-help/knowledge/what-are-activation-emails/index.html): Congrats - your small business customer just set up Autobooks and is approved to process payments! But your job is not done yet. 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(341 words) - [Tap to Pay: Managing Tap to Pay Payments](/content/help/knowledge/feature-highlights-managing-tap-to-pay-payments/index.html): Click the image below to get started! (47 words) - [Request Compliance and Information Security materials](/content/banking-help/knowledge/request-access-to-information-security-materials/index.html): Our audit reports and due diligence materials can be obtained by sending a request to: compliancerequests@autobooks.co Our Compliance and Security team will reach out with next steps once they have re (39 words) - [Add or update administrators for my account](/content/help/knowledge/add-or-update-administrators-for-my-account/index.html): To  view all of the administrators for your Autobooks account, go to Settings. Click the Administrator Profiles tab.     To provide another user access to your Autobooks account, click the Invite adm (220 words) - [Payment Link: Customizing Your Payment Form](/content/help/knowledge/feature-highlights-customizing-your-payment-link/index.html): Click the image below to get started! (45 words) - [Payment Link: How to use the Payment Link](/content/help/knowledge/feature-highlights-the-payment-link/index.html): Click the image below to get started! (47 words) - [Invoicing: Creating and Using Estimates](/content/help/knowledge/feature-highlight/index.html): Click the image below to get started! (44 words) - [Payment Link: Sharing Your Payment Link](/content/help/knowledge/feature-highlights-sharing-your-payment-link/index.html): Click the image below to get started! (45 words) - [Invoicing: Send An Invoice](/content/help/knowledge/how-to-send-an-invoice-with-autobooks/index.html): Click the image below to get started! (43 words) - [Sharing your Checkout Page via link or QR code](/content/help/knowledge/sharing-your-checkout-page/index.html): Share your checkout page to sell a product or service, assess a membership fee, or collect a donation. (366 words) - [Connect Autobooks to a different bank account](/content/help/knowledge/connect-autobooks-to-a-different-bank-account/index.html): Connect Autobooks to a different bank account (257 words) - [How to increase donations to cover processing fees](/content/help/knowledge/how-to-increase-donations-to-cover-processing-fees/index.html): Are you a non-profit? Learn how your donors can increase their donations to cover your processing fees. (280 words) - [Tips to take a payment within online banking (2:45)](/content/help/knowledge/tips-to-take-a-payment-within-online-banking/index.html): If your customers visit you in office or you conduct business over the phone, or just like to provide a completely hands off payment experience, entering payments in app is simple. In this short demo (68 words) - [I use a DBA for my company. How do I change my company name in Autobooks to reflect that?](/content/help/knowledge/how-do-i-change-my-company-name/index.html): This feature is available only for those that subscribe monthly to our Accounting and Reporting services.  If you are NOT a monthly subscriber and would like more information, please view: How to upgr (99 words) - [Partner with Autobooks to launch or accelerate your program](/content/banking-help/knowledge/partner-with-autobooks-to-launch-or-accelerate-your-program.html): Get the most out of your Autobooks program through our Launch Sprint series. (117 words) - [QR Code Tips (2:09)](/content/help/knowledge/qr-code-tips/index.html): Learn directly from the Autobooks Customer Success team how to leverage your QR code to get paid whether you’re in person, or want to provide your customers an easy way to pay you directly from their (74 words) - [Turn off or change past due notices sent to my customers](/content/help/knowledge/turn-off-or-change-past-due-notices-sent-to-my-customers.html): By default, past due notices are sent to customers when invoices are 3, 7, and 14 days past the date due. The customer will receive an email reminding them of the late invoice at each of these points (117 words) - [Access Autobooks Marketing assets](/content/banking-help/knowledge/access-autobooks-marketing-assets/index.html): Autobooks provides a comprehensive set of marketing assets you can use to grow your program (141 words) - [Autobooks Accelerate Virtual Event](/content/accelerate-event/agenda/index.html): Join to hear about small business banking insights and technology that your financial institution can execute on tomorrow. (396 words) - [Tips for sending recurring invoices (4:11)](/content/help/knowledge/tips-for-sending-recurring-invoices/index.html): If you invoice the same customer repeatedly (weekly or monthly) or may need to soon —in this video our Customer Success Team will walk you through setting up reoccurring invoice schedules to help you (51 words) - [Update my business profile information](/content/help/knowledge/update-my-company-profile-information/index.html): You can update the information for your business in Settings. Click the Company tab to update the information for your business within Autobooks. The following information can be updated: Please remem (74 words) - [Pay a bill](/content/help/knowledge/pay-a-bill/index.html): This feature is available only for those that subscribe monthly to our Accounting and Reporting services. Not all financial institutions enable our bill pay feature. If you are NOT a monthly subscribe (434 words) - [Best Practices using Tap to Pay on iPhone](/content/help/knowledge/best-practices-using-tap-to-pay-on-iphone/index.html): Watch this 30-minute primer on getting started with Tap to Pay on iPhone, and some best practices to make the experience great for you and your customers. (36 words) - [Accept Payments In-Person or Online](/content/help/knowledge/accept-a-payment-with-autobooks/index.html):   (10 words) - [How to view Checkout Page sales](/content/help/knowledge/how-to-view-checkout-page-sales/index.html): Track the payments collected for each of your Checkout Pages from our Sales list. (262 words) - [View payments collected through my Autobooks Payment Link](/content/help/knowledge/how-do-i-view-payments-from-my-payment-form/index.html): Keep track of payments or donations sent to you through your Autobooks payment link (254 words) - [Optimize your Payment Link setup](/content/help/knowledge/optimize-your-payment-link-setup/index.html): Optimize your Payment Link experience with Autobooks (292 words) - [Mobile Invoicing with Autobooks](/content/help/knowledge/mobile-invoicing-with-autobooks/index.html):   (8 words) - [Accept recurring payments or donations through Payment Link](/content/help/knowledge/accept-recurring-payments-through-payment-form/index.html): You are able to accept a recurring customer payment using our Payment Link tool (also known as Accept a Payment).  The Payment Link is best used when: Customers access a payment form by scanning your (206 words) - [Deactivate or change a recurring payment schedule within Payment Link](/content/help/knowledge/deactivate-a-recurring-payment-schedule-within-payment-link.html): You or your customer can change or end a payment schedule initiated through your payment link (427 words) - [Deactivate a Checkout page](/content/help/knowledge/deactivate-a-checkout-page/index.html): When you've wrapped your fundraiser or retired a product, you can retire your Checkout Page. (114 words) - [Train your staff with Autobooks assets](/content/banking-help/knowledge/launch-autobooks-with-your-staff-in-four-steps/index.html): Visit our training page www.autobooks.co/training for access to our latest resources (92 words) - [Take a payment directly within online banking using Payment Link](/content/help/knowledge/take-a-payment-directly-within-online-banking-using-payment-form.html): You are able to accept a customer's payment directly within our Payment Link tool (also known as Accept a Payment).  The Payment Link is best used when:     The payment and payment status will appear (172 words) - [Update my profile info](/content/help/knowledge/update-my-profile-info/index.html): You can update your personal information for your Autobooks account in the Settings section. Click the Profile tab to update the following information: Please note that you will need to click Save to (73 words) - [Can I accept international payments through Autobooks?](/content/help/knowledge/can-i-accept-international-payments-through-autobooks.html): Can I accept international payments through Autobooks? (23 words) - [Categorizing an invoice deposit transaction](/content/help/knowledge/categorizing-an-invoice-deposit-transaction/index.html): Autobooks gives you two easy ways to categorize your transactions! Quick & Simple with Insights: Use our mobile-friendly Insights dashboard to quickly stay on top of all your categorizing activity, ei (366 words) - [Create a business check through Autobooks](/content/help/knowledge/create-a-check/index.html): This feature is available only for those that subscribe monthly to our Accounting and Reporting services.  If you are NOT a monthly subscriber and would like more information, please view: How to upgr (381 words) - [QR Codes to access your Payment Form](/content/help/knowledge/qr-codes-for-payment-form-link/index.html): Autobooks provides you a QR code for download. Your customers (or donors) can scan the code and quickly access your payment form.  Click the Payment Link tab. 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(43 words) - [Reconcile a cash/check payment received to an outstanding invoice](/content/help/knowledge/matching-a-transaction-to-an-invoice/index.html): In cases where your customer doesn't pay you digitally for your invoice but sends you cash or a check instead, you'll need to manually update the status of your invoice to Paid to reconcile the invoic (431 words) - [Reactivate a Checkout Page](/content/help/knowledge/reactivate-a-checkout-page/index.html): When you bring back a product or host another fundraiser, you can reactivate your Checkout Page. (108 words) - [Send additional Checkout Page payment receipts](/content/help/knowledge/send-additional-checkout-pages-payment-receipts/index.html): You can send additional payment receipts to your customer after their payment has been made. (170 words) - [Viewing My Transactions](/content/help/knowledge/viewing-my-transactions/index.html): This feature is available only for those that subscribe monthly to our Accounting and Reporting services.  If you are NOT a monthly subscriber and would like more information, please view: How to upgr (122 words) - [Autobooks](/content/app/forgotpassword/index.html) (33 words) - [How do I import transactions from business accounts outside of my financial institution?](/content/help/knowledge/how-do-i-import-transactions-from-other-systems/index.html): This feature is available only for those that subscribe monthly to our Accounting and Reporting services.  If you are NOT a monthly subscriber and would like more information, please view: How to upgr (277 words) - [Send additional Payment Link payment receipts](/content/help/knowledge/send-additional-payment-link-payment-receipts/index.html): You can send additional payment receipts to your customer after their payment has been made. (169 words) - [Autobooks Capital application process](/content/help/knowledge/about-autobooks-capital/index.html): Learn how you can use Autobooks Capital to keep your business growing (673 words) - [Uncategorize a transaction](/content/help/knowledge/uncategorize-a-transaction/index.html):   This feature is available only for those that subscribe monthly to our Accounting and Reporting services.  If you are NOT a monthly subscriber and would like more information, please view: How to up (146 words) - [Create a new accounting category](/content/help/knowledge/how-to-crate-a-new-accounting-category/index.html): This feature is available only for those that subscribe monthly to our Accounting and Reporting services.  If you are NOT a monthly subscriber and would like more information, please view: How to upgr (224 words) - [Manage Vendor Invoices](/content/help/knowledge/manage-vendor-invoices/index.html): A vendor invoice is a bill from a vendor that you would like to manually record within Autobooks. A vendor credit is a credit against a bill from a vendor. For example, a vendor may have offered you a discount on your original invoice and you want to note that accordingly. (167 words) - [Create a budget](/content/help/knowledge/how-to-enter-in-a-budget/index.html): This feature is available only for those that subscribe monthly to our Accounting and Reporting services.  If you are NOT a monthly subscriber and would like more information, please view: How to upgr (149 words) - [Create a new vendor invoice or vendor credit](/content/help/knowledge/creating-a-new-vendor-invoice/credit/index.html): A vendor invoice is a bill from a vendor that you would like to manually record within Autobooks. A vendor credit is a credit against a bill from a vendor. For example, a vendor may have offered you a discount on your original invoice and you want to note that accordingly. (194 words) - [How do I see which payments are included in a deposit?](/content/help/knowledge/how-do-i-see-which-payments-are-included-in-a-deposit.html): This feature is available only for those that subscribe monthly to our Accounting and Reporting services.  If you are NOT a monthly subscriber and would like more information, please view: How to upgr (208 words) - [Manage my vendors](/content/help/knowledge/managing-my-vendors/index.html): A vendor is a person or business that you purchase goods or services from as a cost to your business. 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(178 words) - [learn/hubfs/webinars/2021/august-20webinar-20-20competing-20for-20smb-20relatiosnhips_08_21-pdf.html](/content/learn/hubfs/webinars/2021/august-20webinar-20-20competing-20for-20smb-20relatiosnhips_08_21-pdf.html) (947 words) - [Automatically categorize transactions through Rules](/content/help/knowledge/automatically-categorize-transactions-through-rules.html): This feature is available only for those that subscribe monthly to our Accounting and Reporting services.  If you are NOT a monthly subscriber and would like more information, please view: How to upgr (581 words) - [Celent Report Webinar - From Products to Platforms](/content/blog/webinars/celent-report-webinar/index.html): Derik Sutton conducts a market analysis and illustrates how Autobooks partners with financial institutions to help better serve small businesses (168 words) - [Autobooks Acquires Allied](/content/autobooks-acquires-allied/index.html) (653 words) - [learn/hubfs/dec-202021-20monthly-20webinar-20-20year-20in-20review-20and-202022-20copy-pdf.html](/content/learn/hubfs/dec-202021-20monthly-20webinar-20-20year-20in-20review-20and-202022-20copy-pdf.html) (664 words) - [How to build a winning small business bank, in four charts](/content/blog/blog-old/tearsheet-autobooks-byline-4/index.html): How to build a winning small business bank, in four charts. 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(481 words) - [Your Autobooks application has been received!](/content/smallbusiness/temporary-slug-801c0e2b-735c-4500-b055-dccb50ded548.html) (296 words) - [Reasons Autobooks may deny a merchant the ability to accept digital payments](/content/help/knowledge/reasons-autobooks-may-deny-a-merchant-the-ability-to-accept-digital-payments.html): The majority of businesses will be approved to process payments within seconds, however some customer assessments require Autobooks to manually review the business details. Autobooks will notify you v (361 words) - [Your Autobooks application has been received!](/content/smallbusiness/temporary-slug-dbddbf1e-aa1d-407e-90bc-ced745abff55.html) (236 words) - [Getting paid through a shared payment link](/content/smallbusiness/blog/getting-paid-through-a-shared-link/index.html): Autobooks allows your customers to conveniently pay with a debit card, credit card, or by bank transfer (ACH) (915 words) - [A Guide to Invoicing](/content/smallbusiness/blog/a-guide-to-invoicing/index.html): With Autobooks its easy to share online invoices with customers through templates that look professional and includes the essential information you need. (1,202 words) - [Pricing your product to account for processing fees](/content/help/knowledge/pricing-your-product-to-account-for-processing-fees.html): Taking payments digitally saves you time and effort. No more waiting for checks to arrive in the mail, or driving around town to pick up cash payments from your customers. But this convenience comes a (635 words) - [Customize your Invoice template](/content/help/knowledge/customize-your-invoice-template-1/index.html): Level up your customer payment experience by customizing your invoice. (378 words) - [Customize your payment form](/content/help/knowledge/payment-form-settings/index.html): You can customize the payment form that is accessed via your payment form link in our Accept Payments tool.  Add your logo, update your contact info, and more!   Click the Payment Form Settings tab. Y (167 words) - [Create a Checkout page](/content/help/knowledge/create-a-checkout-page/index.html): Create a checkout page in minutes to sell a product or service, assess a membership fee, or collect a donation. (610 words) - [smallbusiness/blog/enter-20url-20here/index.html](/content/smallbusiness/blog/enter-20url-20here/index.html) (22 words) - [What to expect when your application to process payments is under review](/content/help/knowledge/what-to-expect-when-your-application-to-process-payments-is-under-review.html): Autobooks performs an application review to determine if you can process digital payments using our tools. We may request additional information as part of the review process. (369 words) - [Understanding payment processing through Autobooks](/content/help/knowledge/understanding-payment-processing-through-autobooks/index.html): Getting paid through Autobooks payment tools is straightforward and easy to understand. (390 words) - [Payment link - Payment acceptance for nonprofits](/content/smallbusiness/blog/payment-acceptance-for-nonprofits/index.html): The Autobooks’ payment form allows nonprofits, churches, and other organizations to easily take contributions from donors. (1,118 words) - [Five tips to help you prepare for the coming tax season with Autobooks](/content/smallbusiness/blog/five-tips-to-help-you-prepare-for-the-coming-tax-season-with-autobooks.html): Autobooks offers an optional suite of accounting and reporting tools — ideal for small business owners preparing for the coming tax season. (859 words) - [Processing Fees: Pricing Products Appropriately](/content/smallbusiness/blog/processing-fees-pricing-products-appropriately/index.html): How to minimize the impact of processing fees with the Autobooks product pricing tool. (876 words) - [help/knowledge/how-do-i-import-my-data-from-quickbooks/index.html](/content/help/knowledge/how-do-i-import-my-data-from-quickbooks/index.html) (22 words) - [Autobooks Recognized as Innovative Fintech](/content/blog/press/press/autobooks-recognized-as-innovative-fintech/index.html): Unlike start-ups, ADVANCE companies have customers, revenues and can demonstrate results that they are helping the financial industry move forward through innovation. (119 words) - [QR codes: Four tips to make it easier for a customer to pay](/content/smallbusiness/blog/qr-codes-four-tips-to-make-it-easier-for-a-customer-to-pay.html): With Autobooks, the process for getting paid through a QR code is straightforward; however, there are many ways for businesses to share their QR codes. (841 words) - [JHA + Autobooks Resources](/content/jackhenry/resources/index.html): Learn more about our partnership with JHA, and how we are transforming small business banking by joining forces. Access our many resources now. (129 words) - [Accepting payments on a website](/content/smallbusiness/blog/accepting-payments-on-a-website/index.html): The Autobooks’ payment form easily allows customers or donors to pay with a debit card, credit card, or by bank transfer (ACH). (575 words) - [Get assistance from Autobooks](/content/help/knowledge/get-assistance-from-autobooks/index.html): Welcome to Autobooks! We're excited to help you start getting paid and grow your business. Our knowledge base is designed to help you find the answers you need at your fingertips. If you need addition (189 words) - [Deciding between invoicing and payment acceptance](/content/smallbusiness/blog/deciding-between-invoicing-and-payment-acceptance/index.html): Autobooks is a versatile digital payment acceptance solution that works inside your financial institution’s existing online and mobile banking platform. (959 words) - [Payment Tool Recommendation Quiz](/content/help/knowledge/payment-tool-recommendation-quiz/index.html): Not sure which Autobooks payment tool is best for you? Take our quiz to find out! (30 words) - [Autobooks Recognized as a 2022 Best Places to Work in Fintech](/content/blog/press/autobooks-recognized-as-a-2022-best-places-to-work-in-fintech.html): Autobooks recognized as a 2022 Best Places to Work in Fintech. The company has made the list for the second time — recognized for commitment to its people. (379 words) - [Sending an invoice on the move](/content/smallbusiness/blog/sending-an-invoice-on-the-move/index.html): Autobooks is built to make invoicing easy for small businesses, whether in an office or on the move. (587 words) - [Enrolling in Tap to Pay on iPhone](/content/help/knowledge/enrolling-in-tap-to-pay-on-iphone/index.html): Note: This feature is not available to all Autobooks users. If Tap to Pay is not present in your mobile experience, contact your financial institution to inquire about Tap to Pay. To enroll and use Ta (145 words) - [help/knowledge/customize-your-invoice-template/index.html](/content/help/knowledge/customize-your-invoice-template/index.html) (22 words) - [Welcome to Autobooks](/content/help/knowledge/welcome-to-autobooks/index.html): Get to know Autobooks, a partner of your financial institution (599 words) - [Autobooks and Fundbox Launch Autobooks Capital](/content/blog/press/autobooks-and-fundbox-launch-autobooks-capital/index.html): Autobooks Capital embeds fast, flexible small business financing directly inside digital banking, powered by Fundbox's capital infrastructure and Autobooks' 2,000+ FI network. (858 words) - [Create an estimate for your potential customer](/content/help/knowledge/how-to-crate-an-estimate/index.html): The Invoicing tool includes the ability to send your potential customers an estimate. You can set an expiration date for your estimate, track outstanding estimates, and convert estimates to formal inv (563 words) - [Press (3)](/content/blog/press/page/3/index.html): Making small business banking better (3) (384 words) - [Press (4)](/content/blog/press/page/4/index.html): Making small business banking better (4) (394 words) - [Tap to Pay on iPhone - Sample Landing Page](/content/learn/tap-to-pay-on-iphone-sample-landing-page/index.html) (643 words) - [Autobooks Announces $50M Series C Led by Macquarie Capital](/content/blog/press/autobooks-announces-50m-series-c-led-by-macquarie-capital.html): Autobooks, an emerging payment and accounting platform secures long-term capital provider to accelerate distribution into 1/3 of U.S. banking market. (658 words) - [A Guide to Checkout Pages](/content/smallbusiness/blog/a-guide-to-checkout-pages/index.html): Learn how to create and share custom online payment pages effortlessly with Autobooks' Checkout Pages, perfect for small businesses and nonprofits. (428 words) - [Press (2)](/content/blog/press/page/2/index.html): Making small business banking better (2) (442 words) - [How to upgrade to add Accounting and Financial Reporting features to your Autobooks account](/content/help/knowledge/how-to-upgrade-to-add-accounting-and-reporting-features-to-your-autobooks-account.html): Autobooks offers an additional set of features designed to help you manage your business. For a small monthly fee, you can access Accounting and Reporting capabilities right in your Autobooks account (260 words) - [Press](/content/blog/press/page/1/index.html): Making small business banking better (513 words) - [Part 1: What If the Problem Isn’t the Product, But the Market We Built It For?](/content/blog/part-1-what-if-the-problem-isnt-the-product-but-the-market-we-built-it-for.html): 91% of U.S. businesses earn under $1M in annual revenue. Most business checking products were designed for the other 9%. See how to reframe the opportunity. (874 words) - [Autobooks Acquires Minute Lender, Delivers a Complete Small Business Solution Connecting Payments, Accounting, and Lending](/content/blog/press/autobooks-acquires-minute-lender-delivers-a-complete-small-business-solution-connecting-payments-accounting-and-lending.html): Autobooks has acquired MinuteLender, a lending technology provider trusted by financial institutions nationwide. (685 words) - [Autobooks Enables Tap to Pay on iPhone for Financial Institutions to Offer Contactless Payment Acceptance within Their Mobile Banking Apps](/content/blog/press/autobooks-enables-tap-to-pay-on-iphone-for-financial-institutions-to-offer-contactless-payment-acceptance-within-their-mobile-banking-apps.html): Banks and credit unions can now offer business customers a way to accept contactless payments with an iPhone and their mobile banking app. (767 words) - [Autobooks Named as Top Detroit Startup to Watch in 2022 by Purpose Jobs](/content/blog/press/press/autobooks-named-top-fintech/index.html): Read to learn more about how Purpose Jobs has named Autobooks the #1 top startup in Detroit in 2021 and to watch out for Autobooks in 2022. (635 words) - [You Don't Have to Wait for Better Small Business Banking](/content/blog/you-dont-have-to-wait-for-better-small-business-banking.html): You Don't Have to Wait for Better Small Business Banking (515 words) - [Autobooks Honored by Goldman Sachs for Entrepreneurship](/content/blog/press/press/autobooks-goldman-sachs-award-steve-robert-entrepreneur.html): Read to learn why Autobooks Steve Roberts was honored with an entrepreneurial award over the Goldman Sachs two day event. (443 words) - [I just signed up for Autobooks, when can I start getting paid](/content/help/knowledge/i-just-signed-up-for-autobooks-when-can-i-start-getting-paid.html): Once you've accepted our terms of service you'll be able to interact with Autobooks tools, however you will not be able to start accepting payments quite yet. You'll need to complete our merchant proc (462 words) - [Autobooks Acquires Allied Payment Network to Deliver the All-in-One Small Business Solution for Receivables, Payables, and Accounting](/content/blog/press/autobooks-acquires-allied-payments-to-deliver-the-all-in-one-small-business-solution-for-receivables-payables-and-accounting.html): Autobooks acquires Allied Payment Network, bringing receivables, payables, and accounting into one small business experience delivered directly inside digital banking. (861 words) - [Autobooks Named to the 2021 CB Insights Fintech 250 List of Top Fintech Startups](/content/blog/press/blog/autobooks-awarded-cbinsights-250-fintech-startups/index.html): Autobooks honored for achievements in Accounting and Finance by being named to the 2021 CB Insights Fintech 250 List of Top Fintech Startups. (434 words) - [Autobooks Experiences Unprecedented Growth, Announces Inc. 5000 Ranking and Move to New Headquarters](/content/blog/press/autobooks-experiences-unprecedented-growth-announces-inc-5000-ranking-and-move-to-new-headquarters.html): Solid growth and recognition for Detroit-based fintech advances mission of making small business banking better. (597 words) - [TD Bank Adds Free Invoicing Function to its Business Simple Checking Accounts To Help Small and Micro Businesses Get Paid Faster](/content/blog/press/press/td-bank-announcement-invoicing-function-autobooks/index.html): Read to learn more about TD Bank's new invoicing function to its Business Simple Checking Accounts To Help Small and Micro Businesses Get Paid Faster. (538 words) - [Manual card entry when you're not able to complete a payment using Tap to Pay on iPhone](/content/help/knowledge/contactless-2/index.html): Tap to Pay allows for contactless, card present transactions. 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(922 words) - [Press (5)](/content/blog/press/page/5/index.html): Making small business banking better (5) (232 words) - [status/history-rss.html](/content/status/history-rss.html) (1,710 words) - [Autobooks Adds Pay by Card to Bill Pay for Every Banking Client, in Partnership with Global Payments](/content/blog/press/autobooks-adds-pay-by-card-to-bill-pay-for-every-banking-client-in-partnership-with-global-payments.html): The latest enhancement to Autobooks’ connected banking solution lets consumers and small businesses pay any bill by credit card, available across Autobooks’ bill pay client base as a standard feature (591 words) - [Small businesses want invoicing where they already bank](/content/blog/small-businesses-want-invoicing-where-they-already-bank.html): Most small businesses send digital invoices, but only 18% send them through their bank. New Javelin research shows what they want, and how to deliver it. 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(1,150 words) - [learn/hubfs/training/selfservice_enrollment-standard-24-pdf.html](/content/learn/hubfs/training/selfservice_enrollment-standard-24-pdf.html) (387 words) - [status/history-atom.html](/content/status/history-atom.html) (1,218 words) - [hubfs/autobooks-20guides/autobooks-20guide-20to-20smb-20checking-pdf.html](/content/hubfs/autobooks-20guides/autobooks-20guide-20to-20smb-20checking-pdf.html) (2,329 words) - [See and serve your small businesses at scale](/content/blog/see-and-serve-your-small-businesses-at-scale/index.html): Bankers have never had a tool built to manage a small business portfolio. The Hub adds reporting and outreach to the tools small businesses already use. (1,064 words) - [Enrollment and payment enablement with Autobooks](/content/banking-help/knowledge/enrollment-and-payment-enablement-with-autobooks/index.html): The step-by-step journey to begin processing payments through Autobooks. 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(314 words) - [Autobooks National Small Business Week Resource Kit](/content/learn/resources/marketing/industry/construction-and-skilled-trades/resource-kit/index.html): Marketing assets to help your FI engage construction and trades businesses and show how Autobooks helps them get paid faster. (393 words) - [Autobooks Status - Payables Platform Maintenance](/content/status/incidents/f8nhtld7tgm5/index.html): Autobooks's Status Page - Payables Platform Maintenance. (109 words) - [Build Your Small Business Flywheel: From Insight to Repeat Usage](/content/blog/build-your-small-business-flywheel-from-insight-to-repeat-usage.html): Insight doesn't protect deposits — execution does. Learn the five-move flywheel that turns small business capabilities into measurable adoption in 90 days. (1,050 words) - [The Case for a Connected Small Business Strategy](/content/blog/the-case-for-a-connected-small-business-strategy/index.html): Small business banking runs on disconnected tools. See what a connected data foundation produces for the bank, the business owner, and everything AI will need next. (1,063 words) - [Autobooks Blog (3)](/content/blog/page/3/index.html): Insights and perspectives that get you up to speed on the changing landscape of small business banking. (3) (533 words) - [Autobooks Blog (4)](/content/blog/page/4/index.html): Insights and perspectives that get you up to speed on the changing landscape of small business banking. (4) (488 words) - [Small Business Banking Is Not Broken. Bank Alignment Is.](/content/blog/small-business-banking-is-not-broken-bank-alignment-is.html): Small business demand is strong. Bank results are weak. The gap is internal alignment — and adoption, not demand, is the real constraint on growth. (618 words) - [The basics of Invoicing (5:07)](/content/help/knowledge/the-basics-of-invoicing/index.html): Take our quick tutorial on Invoicing to learn more!     (18 words) - [Autobooks Small Business Enrollment Email Kit](/content/learn/resources/marketing/small-business-enrollment-emails/index.html): The emails found here are designed to create awareness and drive adoption of the Autobooks payment acceptance features with your small business customers. (1,588 words) - [It’s not about only about lending. It’s about connection.](/content/blog/its-not-about-only-about-lending-its-about-connection.html): Financial institutions assemble small business offerings from disconnected tools. See what changes when receivables, payables, accounting, and lending run on a single ledger. (832 words) - [Getting Started Testing Guide](/content/learn/resource/testing-guide/index.html): Discover how to configure and enroll a test user for Autobooks with our comprehensive testing guide. Explore Invoicing, Payment Link, Tap to Pay on iPhone, and our Accounting & Reporting functionalities. (1,159 words) - [Autobooks Status - Incident History](/content/status/history/index.html): Autobooks's Incident and Scheduled Maintenance History (71 words) - [Construction and Trades Reveal How Small Business Banking Actually Grows](/content/blog/construction-and-trades-reveal-how-small-business-banking-actually-grows.html): Construction and trades make up 15–20% of local small businesses and expose what actually drives banking adoption. A payment-first segment where growth becomes measurable. (600 words) - [Autobooks Blog (5)](/content/blog/page/5/index.html): Insights and perspectives that get you up to speed on the changing landscape of small business banking. (5) (489 words) - [privacy-html.html](/content/privacy-html.html) (22 words) - [Payment timing is an operating system problem](/content/blog/payment-timing-is-an-operating-system-problem/index.html): Discover how integrating receivables, payables, accounting, and lending into a small business's checking account enhances cash flow management and payment timing. (721 words) - [Tap to Pay on iPhone Go-to-Market Kit for FIs](/content/resources/tap-to-pay-on-iphone-marketing-kit/index.html) (349 words) - [FAQ | FIS SMB Embedded Finance](/content/banking-help/knowledge/faq-smb-embedded-finance/index.html): Explore the most frequently asked questions about SMB Embedded Finance Powered by Autobooks (827 words) - [Third-Party Targeted Resource Kit](/content/learn/resources/marketing/third-party-targetd-resouce-kit/index.html): Take advantage of our many free resources designed for your financial institution to better convey the value proposition of Autobooks to your small business customers. (157 words) - [Autobooks | Tap to Pay on iPhone Launch Instructions](/content/learn/tap-to-pay/resources/launch-instructions-q2/index.html): Integrate Tap to Pay for iPhone seamlessly with Autobooks suite. Discover step-by-step instructions for financial institutions to enable this feature for your small business customers/members. (942 words) - [FIS Digital One Business Splash Page Resource](/content/learn/resources/marketing/fis-d1b-splash-page/index.html): Available to FIS partners on the Digital One Business platform, take advantage of this easy plug and play splash page content to further drive awareness and adoption of Autobooks. (487 words) - [Add a product or service to an invoice](/content/help/knowledge/adding-a-product-or-service/index.html): You may list all purchased products or services on an invoice using our detailed invoice builder as you create an invoice OR you may add your product/services to the application ahead of time. From th (309 words) - [Autobooks | Tap to Pay on iPhone Launch Instructions](/content/learn/tap-to-pay/resources/launch-instructions-ncr/index.html): Integrate Tap to Pay for iPhone seamlessly with Autobooks suite. Discover step-by-step instructions for financial institutions to enable this feature for your small business customers/members. (948 words) - [[Report] Small Business Insights](/content/learn/report-small-business-insights/index.html): Discover how Autobooks helps small businesses with online invoicing, payment solutions, and financial organization. Explore our partnerships and resources for financial institutions. (377 words) - [About Profit Share](/content/banking-help/knowledge/profit-share/index.html): You can view your Profit Share resulting from your Autobooks program within the Autobooks Hub. You must have the user role of Admin within the Hub to view the report. 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(541 words) - [hubfs/_website-20resources/partner-q2/fi-20resources/q2-20autobooks-20olb-20promotion-20_-202026-pdf.html](/content/hubfs/_website-20resources/partner-q2/fi-20resources/q2-20autobooks-20olb-20promotion-20_-202026-pdf.html) (1,453 words) - [learn/jackhenry/greg-adelson/index-2.html](/content/learn/jackhenry/greg-adelson/index-2.html) (22 words) - [Schedule a Rush Delivery for a Payment in Bill Pay](/content/banking-help/knowledge/knowledge/rush-delivery-for-a-payment-in-bill-pay/index.html): en (127 words) - [hubfs/ab_learning_general_guide_all-features-pdf.html](/content/hubfs/ab_learning_general_guide_all-features-pdf.html) (1,624 words) - [Manage your Autobooks Capital program availability](/content/banking-help/knowledge/manage-your-autobooks-capital-program-availability/index.html): Autobooks Capital offers small business owners a critical cashflow management tool. Business owners apply for financing, receive a decision in minutes, and receive funding in less than two business da (153 words) - [[Report] Cash Flow Management](/content/learn/cash-flow-management-report/index.html): Discover how Autobooks helps small businesses with online invoicing, payment solutions, and financial organization. Explore our partnerships and resources for financial institutions. (213 words) - [Merchant onboarding with Autobooks](/content/banking-help/knowledge/merchant-onboarding-with-autobooks/index.html): Autobooks performs an upfront risk assessment, monitors payment activity for potential fraud for as well as manages the resolution of customer disputes (chargebacks). Autobooks has a standard process (330 words) - [Small Business Banking Reactions](/content/learn/demandbanking/reactions/index.html): Watch as bankers and industry insiders react live to the latest small business banking trends (693 words) - [New Year, New You Resource Kit](/content/learn/resources/marketing/new-year-new-you-resource-kit/index.html): Our free Resource Kit is designed to help your financial institution quickly deploy messaging that is focused on the value of Autobooks during the New Year. (354 words) - [US Letter_FIS Generic NoCover.docx](/content/hubfs/how-20to-20guide-20-20standard-20request-pdf.html) (566 words) - [Autobooks Status - Uptime History](/content/status/uptime/index.html): Autobooks's Uptime History (566 words) - [Product Update: Past Due Invoice Reminders](/content/learn/product-update/past-due-invoice-reminders/index.html): Small businesses using Autobooks can now view all past-due invoices in one place and send one reminder per customer covering every open balance. Available to all FIs. (618 words) - [hubfs/fis-20gtm-20guide-20assets/5bfis-5d-20configuration-guide_digital-20one-20business-20-d1b-pdf.html](/content/hubfs/fis-20gtm-20guide-20assets/5bfis-5d-20configuration-guide_digital-20one-20business-20-d1b-pdf.html) (669 words) - [Guide to Autobooks Standard Self-Service Enrollment](/content/banking-help/knowledge/autobooks-standard-self-service-enrollment/index.html): Autobooks offers simple, self-service enrollment online. (143 words) - [Reengage Your Customers Kit](/content/learn/reengage-your-customers-kit/index.html): Marketing assets to help your FI engage small businesses businesses and show how Autobooks helps them get paid faster. (211 words) - [Q2 + Autobooks: How to Get Started](/content/learn/q2/resource/q2-configuration-guide/index.html): Follow these steps to configure your Autobooks set-up inside of your Q2 online banking environment. (513 words) - [Autobooks | Tap to Pay on iPhone Launch Instructions](/content/learn/tap-to-pay/resources/launch-instructions-csi/index.html): Integrate Tap to Pay for iPhone seamlessly with Autobooks suite. Discover step-by-step instructions for financial institutions to enable this feature for your small business customers/members. (312 words) - [Accessing Autobooks assets](/content/banking-help/knowledge/helpful-links-accessing-autobooks-assets/index.html): New here? Bookmark these links, you'll want to visit them often. (26 words) - [Common consumer questions about Autobooks](/content/banking-help/knowledge/common-consumer-questions-about-autobooks/index.html): Here are some questions that are frequently asked by customers about Autobooks and our payment tools (436 words) - [hubfs/ncr-20feature-20guide-20-20autobooks-pdf.html](/content/hubfs/ncr-20feature-20guide-20-20autobooks-pdf.html) (909 words) - [Autobooks CSI Update Announcement Resource Kit](/content/learn/resources/marketing/csi-update-announcement-kit/index.html): Thanks to the free assets inside, you can quickly get the word out that Autobooks is available without the need to pay any additional fees — and also now includes Tap to Pay on iPhone. (274 words) - [hubfs/_website-20resources/autobooks/guides-20and-20reports/2022-20autobooks-20small-20business-20data-20report-pdf.html](/content/hubfs/_website-20resources/autobooks/guides-20and-20reports/2022-20autobooks-20small-20business-20data-20report-pdf.html) (709 words) - [learn/careers/people-operations-intern/index.html](/content/learn/careers/people-operations-intern/index.html) (22 words) - [Welcome to the Partner Success Center](/content/banking-help/knowledge/welcome-to-the-partner-success-center/index.html): Check out the resources we've created to help make your Autobooks program successful! (256 words) - [Autobooks Digital Ads - Q2](/content/learn/q2/resources/marketing/digital-ads/smart/index.html): To make it simple to market Autobooks to your small businesses, we included sample digital ads formatted for common ad placement size. (282 words) - [Manage product inventory with Checkout Page sales](/content/help/knowledge/manage-product-inventory-with-checkout-page-sales/index.html): Autobooks provides you a way to track your product inventory versus your online sales (334 words) - [hubfs/ncr-autobooks-20faqs_20230214-pdf.html](/content/hubfs/ncr-autobooks-20faqs_20230214-pdf.html) (940 words) - [Enabling Autobooks within CSI Digital Banking ](/content/learn/csi/resource/enabling-autobooks-within-csi-digital-banking/index.html): Follow these steps to enabling Autobooks within CSI Digital Banking (229 words) - [Requesting access to the Autobooks Hub](/content/banking-help/knowledge/requesting-access-to-the-autobooks-hub/index.html): The Hub is the place to be to access tools for your program's success. (210 words) - [How Autobooks supports your customer](/content/banking-help/knowledge/how-autobooks-supports-your-customer/index.html): You may have seen this hashtag about Autobooks: #smallbusinessobsessed. We don't just use that phrase for clicks on social media...we truly are obsessed with serving small businesses and being a part (262 words) - [Invoicing | Support Center](/content/help/knowledge/invoicing/index.html): Send a professional online invoice or estimate right from online banking. (201 words) - [Enrollment and Payment Enablement with Autobooks](/content/help/knowledge/enrollment-and-payment-enablement-with-autobooks/index.html): Ready to start getting paid? Here's how to begin. (736 words) - [hubfs/training/learning_spotlight_pages_nocapital-pdf.html](/content/hubfs/training/learning_spotlight_pages_nocapital-pdf.html) (889 words) - [Autobooks Hub | Partner Success Center](/content/banking-help/knowledge/autobooks-hub/index.html): How to navigate the Hub and use it to grow your customer engagement (207 words) - [Building a Winning Small Business Bank](/content/learn/building-a-winning-small-business-bank/index.html): Discover how Autobooks helps small businesses with online invoicing, payment solutions, and financial organization. Explore our partnerships and resources for financial institutions. (392 words) - [bill-pay/index.html](/content/bill-pay/index.html) (22 words) - [Payment Processing | Support Center](/content/help/knowledge/payment-processing/index.html): Explore frequently asked questions about how payments are processed. (213 words) - [Launch or Accelerate your Autobooks program in just two weeks](/content/banking-help/knowledge/launch-or-accelerate-your-autobooks-program-in-just-two-weeks.html): 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 (97 words) - [Bill Pay | Partner Success Center](/content/banking-help/knowledge/bill-pay/index.html): Learn how to use our robust Bill Pay Payment Admin portal to manage your customer and bill payment (payables) activity, as well as assist your customers in using Bill Pay. (313 words) - [learn/careers/it-intern/index.html](/content/learn/careers/it-intern/index.html) (22 words) - [learn/careers/finance-and-revenue-intern/index.html](/content/learn/careers/finance-and-revenue-intern/index.html) (22 words) - [Signal Feed: Proactive Portfolio Intelligence in the Autobooks Hub](/content/learn/signal-feed-proactive-portfolio-intelligence-in-the-autobooks-hubsignal-feed-proactive-portfolio-intelligence-in-the-autobooks-hub.html): Signal Feed surfaces notable small business transaction activity in the Autobooks Hub and gives your team a prescribed next step, without digging through data yourself. (765 words) - [Enable your Autobooks Program Profit Share](/content/banking-help/knowledge/enable-your-autobooks-program-profit-share/index.html): For many financial institutions, profit share is available for your Autobooks program. In order for Autobooks to be able send Profit Share payments, we require a completed ACH authorization form for y (116 words) - [How to enable Autobooks for your customers](/content/banking-help/knowledge/how-to-enable-autobooks-for-your-customers/index.html): We're excited to partner with you to provide invoicing, digital payments, accounting capabilities and more to your small business customers within your online bank environments. To get started, comple (45 words) - [Contact Autobooks Support](/content/help/contact-autobooks-support/index.html) (120 words) - [Tap to Pay on iPhone | Support Center](/content/help/knowledge/tap-to-pay-on-iphone/index.html): Learn about Tap to Pay features and troubleshooting. (299 words) - [Merchant Information | Partner Success Center](/content/banking-help/knowledge/merchant-information/index.html): Click here for details on our merchant onboarding and merchant management processes (80 words) - [Celent Report 2021](/content/learn/celent-2021/index.html): Discover how Autobooks helps small businesses with online invoicing, payment solutions, and financial organization. Explore our partnerships and resources for financial institutions. (364 words) - [Autobooks Year in Review - Preparing for 2022](/content/learn/autobooks-year-in-review-2022/index.html): Discover how Autobooks helps small businesses with online invoicing, payment solutions, and financial organization. Explore our partnerships and resources for financial institutions. (387 words) - [Reporting | Support Center](/content/help/knowledge/reporting/index.html): Autobooks reports provide data to help manage your business. (53 words) - [Video Library | Support Center](/content/help/knowledge/video-library/index.html): Check out our easy to follow, how-to video library for our most popular features. (182 words) - [Autobooks Small Business Report 2020](/content/learn/2020-small-business-report/index.html): Discover how Autobooks helps small businesses with online invoicing, payment solutions, and financial organization. Explore our partnerships and resources for financial institutions. (230 words) - [Technical and Testing Information | Partner Success Center](/content/banking-help/knowledge/technical-and-testing-information/index.html): Check here for a list of technical and testing instructions, materials, and more (45 words) - [Administration | Support Center](/content/help/knowledge/administration/index.html): Administer users, company details, profile info and more. (112 words) - [Grow your Autobooks program | Partner Success Center](/content/banking-help/knowledge/grow-your-autobooks-program/index.html): Information and best practices to reach your customers and grow your program (40 words) - [Training | Partner Success Center](/content/banking-help/knowledge/training/index.html): Access our webinar, download our Training Kit and other valuable materials. Find more at https://www.autobooks.co/training (27 words) - [Product Update: Autobooks Hub Updates — May/June 2026 ](/content/learn/product-update-autobooks-hub-updates-may/june-2026/index.html): The Autobooks Hub has been updated with navigation changes, a redesigned SMB Detail View, email configuration controls, and front line banker workflow improvements. (857 words) - [Autobooks Capital | Partner Success Center](/content/banking-help/knowledge/autobooks-capital/index.html): Explore how our Capital Advance feature helps small business (21 words) - [Cornerstone Advisors Small Business Banking Report](/content/learn/cornerstone-small-business-banking-report/index.html): Discover how Autobooks helps small businesses with online invoicing, payment solutions, and financial organization. Explore our partnerships and resources for financial institutions. (85 words) - [Autobooks Guide to SMB Checking](/content/learn/guide-to-smb-checking/index.html): Discover how Autobooks helps small businesses with online invoicing, payment solutions, and financial organization. Explore our partnerships and resources for financial institutions. (69 words) - [The Invoicing Gap](/content/learn/the-invoicing-gap/index.html): The report documents what SMBs want from a bank-delivered invoicing solution. Four frustrations show up across every segment: customers ignore invoices, invoicing is time-consuming, card fees are too high, and cash flow is disconnected from the accounting record. (502 words) - [Autobooks Guide to ROI](/content/learn/guide-to-roi/index.html): Discover how Autobooks helps small businesses with online invoicing, payment solutions, and financial organization. Explore our partnerships and resources for financial institutions. (69 words) - [Guide to Disruption in Small Business Banking](/content/learn/guide-to-disruption-in-small-business-banking/index.html): Discover how Autobooks helps small businesses with online invoicing, payment solutions, and financial organization. Explore our partnerships and resources for financial institutions. (81 words) - [Autobooks Go to Market Guide](/content/learn/go-to-market-guide/index.html): Discover how Autobooks helps small businesses with online invoicing, payment solutions, and financial organization. Explore our partnerships and resources for financial institutions. (71 words) - [Payment Link/Accept a Payment | Support Center](/content/help/knowledge/payment-link-accept-a-payment/index.html): Learn how to accept a payment through your unique payment link. Links can be shared via text, email, social media, or your website. (95 words) - [Product Update: Pay by Card Is Coming to Bill Pay](/content/learn/product-update/pay-by-card-coming-to-bill-pay/index.html): Autobooks Bill Pay now offers Pay by Card. Customers or members can pay vendors with Visa or Mastercard, keeping more payment activity inside digital banking. (735 words) - [Payment Tool Recommendation Quiz](/content/banking-help/knowledge/payment-tool-finder-quiz/index.html): Are you unsure which tool is best suited for your customer? (74 words) - [Autobooks Accelerate Virtual Event](/content/accelerate-event/index.html): Gain the insights, perspectives, and tools you need to build a thriving small business program this coming year and beyond. (254 words) - [Bill Pay | Support Center](/content/help/knowledge/bill-pay/index.html): The following articles are for users of our Pay Bills and Vendors feature. (30 words) - [Accounting | Support Center](/content/help/knowledge/accounting/index.html): Automate your bookkeeping and access financial reports, directly inside online banking. (119 words) - [Autobooks Capital | Support Center](/content/help/knowledge/autobooks-capital/index.html): Learn how our capital advance feature can accelerate your business (44 words) - [hubfs/training/learning_spotlight_pages_capital_oct2025-pdf.html](/content/hubfs/training/learning_spotlight_pages_capital_oct2025-pdf.html) (149 words) - [hubfs/training/learning_spotlight_accounting-pdf.html](/content/hubfs/training/learning_spotlight_accounting-pdf.html) (170 words) - [Webinars - FI Growth Series](/content/learn/growth/webinar/index.html): Get the information you need to develop a winning small business strategy. Access our resource library. (284 words) - [Autobooks Launch Announcement Marketing Kit](/content/learn/resources/marketing/announcement-marketing-kit/index.html): Our free marketing kit is designed to help your financial institution quickly deploy messaging that is focused on announcing the availability of Autobooks. (326 words) - [partners/jackhenry/greg-adelson/index.html](/content/partners/jackhenry/greg-adelson/index.html) (1,399 words) - [Final reminder: your Autobooks application is still incomplete](/content/smallbusiness/temporary-slug-3f5d1985-d61a-4796-a36f-3213d807dfc7.html) (399 words) - [Webinar - Ron Shevlin Small Business Banking Report](/content/learn/cornerstone-small-business-banking-webinar/index.html): Upgrading small business banking is a $370 Billion opportunity according to Ron Shevlin of Forbes and Cornerstone Advisors. Join this webinar to hear key takeaways from the report and gain additional market insights. (231 words) - [Alkami Webinars - Getting Started with Autobooks](/content/learn/alkami/webinars/index.html): Get the information you need to develop a winning small business strategy. Access our webinar library now. (185 words) - [Your Autobooks application has been received!](/content/smallbusiness/temporary-slug-31929bc2-ff53-4356-a884-19d67528cfa9.html) (324 words) - [Celent Report 2021 Webinar - Watch Now](/content/learn/celent-report-2021-webinar-watch-now-0/index.html): The Celent Report 2021 Webinar with Autobooks is now available for on demand viewing. (30 words) - [Getting started with Autobooks Accounting & Reporting](/content/smallbusiness/blog/getting-started-with-autobooks-accounting-reporting.html): With Autobooks its easy to share online invoices with customers through templates that look professional and includes the essential information you need. (1,299 words) - [Enter payments for your customers in-app with your Payment Link](/content/smallbusiness/temporary-slug-976e8f22-b6a4-44e5-87d1-612eda9cc3c3.html) (511 words) - [Autobooks Banno October Webinar 2021 Landing Page](/content/learn/autobooks-monthly-webinar-october-2021-thankyou/index.html): Join Autobooks for our Monthly Webinar. We'll share real FI data and strategies for using these insights to position your products and services. (70 words) - [Understanding your Account Payment Status](/content/help/knowledge/understanding-your-account-status/index.html): Wondering if you're approved to accept payments through Autobooks yet? We've got the answers you need at your fingertips. As the status of your account changes, Autobooks will notify you both within o (541 words) - [Monthly Webinar Series - September -Thank You Registering Landing Page](/content/learn/monthly-webinar-september-watch-now-video/index.html): Thank you for registering for the September monthly webinar - How to Rethink In-Branch Sales Promotions by Leveraging Key Partnerships. (64 words) - [Why TD Bank Decided to Upgrade Small Business Banking | Autobooks](/content/learn/why-td-bank-decided-to-upgrade-small-business-banking-webinar-on-demand.html): Watch our on-demand webinar to hear why TD Bank decided to upgrade its small business banking experience (126 words) - [August 2021 Monthly Webinar - Watch Now Landing Page](/content/learn/august-2021-watch-now-registering/index.html): Thank you for registering for the August 2021 Monthly Webinar by Autobooks. Learn how to better serve and monetize small business relationships. (71 words) - [Building the Business Case for Small Businesses](/content/learn/building-the-business-case-recording/index.html): Join this webinar to learn more about Autobooks and to start building your business case. (107 words) - [Autobooks December Thought Leadership Webinar 2021 - Thank You](/content/learn/webinar-dec-2021-thank-you/index.html): Join Autobooks' Derik Sutton to learn about the various guides created in 2021 and how to apply the information within to your own small business banking. (68 words) - [Privacy Policy](/content/privacy-policy/index.html): Any information given to us from you, whether personal or group based is confidential. We suggest you carefully read our Privacy and Security Statement. (2,433 words) - [Are small business deposits at risk?](/content/learn/smb-deposits-at-risk-1/index.html): Watch the webinar and download the slides. (51 words) - [Autobooks Monthly Webinar November 2021 Thank You Page](/content/learn/autobooks-monthly-webinar-november-2021-thankyou/index.html): Join Autobooks for our Monthly Webinar. We'll share what an SMB flywheel is, its benefits, and how to create the best flywheel for your SMBs. (61 words) - [Autobooks Fireside Chats](/content/learn/fireside-chats/index.html): Watch this on-demand conversation with our co-founder and CEO, Steve Robert (104 words) - [Webinars - Autobooks](/content/learn/webinars/2025/index.html): Get the information you need to develop a winning small business strategy. Access our webinar library now. (2,210 words) - [Autobooks Webinar | SmallBusinessGPT](/content/learn/smallbusinessgpt/index.html) (166 words) - [Why Autobooks Acquired MinuteLender, by Steve Robert](/content/blog/why-autobooks-acquired-minutelender/index.html): Autobooks acquired MinuteLender to connect payments, cash flow, and credit inside digital banking. Here's why that matters for financial institutions and small business owners., (1,695 words) - [Webinar Registration - FI Hub Training](/content/learn/hub-webinar/index.html): Learn how to interpret the wealth of data you have in the Autobooks Hub, and how to help your small business and non-profits make progress. (154 words) - [Autobooks Webinar Registration](/content/webinars/registration/index.html): Upgrade small businesses banking with Autobooks. Get paid, transform small business checking, and tap to pay on iPhone. Discover digital payment acceptance, online invoicing, accounting, and more. Join our webinar to learn about our latest updates and how to leverage them for success in the small business market. (97 words) - [Autobooks Giving Season Resource Kit for Financial Institutions](/content/learn/resources/marketing/giving-season-resource-kit/index.html): Our free Resource Kit is designed to help your financial institution quickly deploy messaging that is focused on the value of Autobooks during the Giving Season. (1,531 words) - [Feedback on your recent Customer Support experience](/content/smallbusiness/temporary-slug-ca5751eb-3377-4851-81ea-fbff8d4b1c65.html) (124 words) - [How to accept in-person, contactless payments with Tap to Pay on iPhone and Autobooks](/content/smallbusiness/blog/how-to-accept-in-person-contactless-payments-with-tap-to-pay-on-iphone-and-autobooks.html): With Tap to Pay on iPhone, Autobooks offers a simple and trackable way to accept in-person, contactless payments from customers right on your iPhone. (547 words) - [Autobooks for Small Businesses | Professional Services](/content/getpaid/industry/professional-services/index.html): Autobooks' online invoicing and payment solutions are designed to empower professional services small businesses. Grow faster and get paid efficiently. (685 words) - [Autobooks Customer Communication Strategy](/content/learn/autobooks-customer-communication-strategy/index.html): Review the communications Autobooks uses to drive user activation, educate users, inform small business about product updates and enhancements, and more. (758 words) - [Getting Started | Support Center](/content/help/knowledge/getting-started/index.html): New to Autobooks? These topics will help get you on the path to success. (115 words) - [enter-20url-20here/index.html](/content/enter-20url-20here/index.html) (22 words) - [Autobooks for Small Businesses | Nonprofits](/content/getpaid/industry/nonprofits/index.html): Discover Autobooks' online invoicing and payment solutions designed to empower nonprofits. Partner with us to grow faster and collect donations efficiently. (566 words) - [Autobooks for Small Businesses | Property Services](/content/getpaid/industry/property-services/index.html): Autobooks' online invoicing and payment solutions are designed to empower property services small businesses. Grow faster and get paid efficiently. (823 words) - [Banker Perspectives on Launching Autobooks ](/content/learn/perspectives/launching-autobooks/index.html): Learn how other financial institutions prepared their teams, overcame internal hurdles, and successfully launched their Autobooks program. (379 words) - [hubfs/_website-20resources/autobooks/product-20documentation/ab-20solution-20-20embedded-20vs-20enterprise-pdf.html](/content/hubfs/_website-20resources/autobooks/product-20documentation/ab-20solution-20-20embedded-20vs-20enterprise-pdf.html) (579 words) - [Autobooks for Small Businesses | Construction and Trades](/content/getpaid/industry/construction-and-trades/index.html): Discover Autobooks' online invoicing and payment solutions designed to empower small businesses. Partner with us to grow faster and get paid efficiently. (658 words) - [Get Paid. Grow Faster. The Autobooks Blog](/content/smallbusiness/blog/get-paid-grow-faster/index.html): Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (1,014 words) - [Autobooks Blog](/content/blog/page/1/index.html): Insights and perspectives that get you up to speed on the changing landscape of small business banking. (436 words) - [[FI Onboarding] Universal Operational Configuration Form](/content/learn/embedded-operational-configuration/index.html): Welcome to Autobooks! Help us best serve your account by providing key information and contact details for our team. (565 words) - [banking/tap-to-pays/index.html](/content/banking/tap-to-pays/index.html) (22 words) - [banks/why-partner/index.html](/content/banks/why-partner/index.html) (22 words) - [Press](/content/blog/press/index.html): Making small business banking better (447 words) - [United Community Bank + Autobooks](/content/banking-stories/united-community-bank/index.html): United Community Bank wins prestigious Celent 2023 Model Bank Award for Embedded Fintech thanks to their success with Autobooks program. (1,202 words) - [Bulk Invoicing](/content/bulk-invoicing/index.html): Offer small businesses and nonprofits an easy way to create and send professional invoices to a customer’s inbox, directly inside your digital banking channels. (1,361 words) - [Autobooks | Getting Started](/content/getting-started/index.html): Discover Autobooks' integrated tools for small business banking, enabling seamless invoicing, payment processing, and financial management within your bank’s digital platform. (1,023 words) - [Banno Plugins by Autobooks: How to Get Started](/content/learn/jackhenry/resource/banno-plugins-get-started/index.html): Once you're ready to test, implementation is automated for your financial institution, minimizing the amount of work to enable the Banno plugins. (525 words) - [FIS + Autobooks](/content/banking/partners/fis/index.html): Autobooks has partnered with FIS to make integrated invoicing and online payment acceptance free features. (377 words) - [Autobooks Go-to-Market Resources](/content/marketing/index.html): Making your customers aware of Autobooks is the key to driving adoption. Access our marketing materials now. (372 words) - [Getting Started | Partner Success Center](/content/banking-help/knowledge/getting-started/index.html): Click here to start your journey (17 words) - [The Hub: The Banker’s View of Your Connected Small Business Portfolio](/content/hub/index.html): The Hub is the banker’s portal into Autobooks Cash Flow Intelligence at the portfolio level. One connected view of every small business you serve. (747 words) - [In Partnership with Your Financial Institution](/content/in-partnership-with-your-financial-institution/index.html): Get paid, manage cash flow, and more — directly through your trusted banking partner. (895 words) - [Upgrade Small Business Banking](/content/upgrade-small-business-banking/index.html): Offer small businesses what they really need: invoicing, payment acceptance, and financial management tools – directly inside your digital banking. (745 words) - [Invoicing](/content/invoicing/index.html): Offer small businesses and nonprofits an easy way to create and send professional invoices to a customer’s inbox, directly inside your digital banking channels. (749 words) - [Grasshopper Banks + Autobooks](/content/banking-stories/grasshopper-bank/index.html): Find out how Grasshopper Bank has transformed their small business banking and empowered a new generation of customers with the help of Autobooks. (806 words) - [Small Business Checking – Features](/content/small-business-checking-details/index.html): A small business checking account designed for today’s businesses should feature invoicing, digital payment acceptance, and cash flow management. (707 words) - [CSI + Autobooks](/content/csi/index.html): Autobooks has partnered with CSI to make integrated invoicing and online payment acceptance standard features of your existing digital banking platform. (443 words) - [Payment Links & QR Codes](/content/payment-links/index.html): Offer small businesses and nonprofits an easy way to create and send professional invoices to a customer’s inbox—directly inside your digital banking channels. (546 words) - [Autobooks Integration Options](/content/packages/index.html): Explore flexible Autobooks packages — start with Basic, upgrade to Plus, or unlock it all with Pro. (573 words) - [Worldpay from FIS + Autobooks](/content/worldpay-fis/index.html): Autobooks works seamlessly with Worldpay from FIS — to make it easier for your financial institution to support and monetize small business customers. (214 words) - [Help SMBs Get Paid & More](/content/product/index.html): Built for small business. Autobooks is an embedded solution that includes invoicing, payment acceptance, accounting, and more – inside your digital banking. (697 words) - [Choice One + Autobooks](/content/banking-stories/choice-one-bank/index.html): Find out how ChoiceOne Bank has transformed their small business banking and empowered a new generation of customers with the help of Autobooks. (932 words) - [Register | Launching Autobooks at Your Institution](/content/learn/launch-workshop/registration/index.html): We’ve made it easy to launch Autobooks at your financial institution. Our specialists will provide you the step-by-step resources and support to go live. (310 words) - [Our Fees](/content/our-fees/index.html): We make every effort to keep these fees competitive and easy to understand. Merchants only pay one simple fee when accepting payments. (568 words) - [TD Bank + Autobooks](/content/banking-stories/td-bank/index.html): Find out how TD Bank has transformed their small business banking and empowered a new generation of customers with the help of Autobooks. (952 words) - [Autobooks | Support Hub](/content/support/index.html): Connect with an Autobooks team member to learn more about our small business product suite, company and more. (335 words) - [Digital Banking Integration](/content/digital-banking-integration/index.html): Autobooks centralizes business finances into one platform, your digital banking, making it easy for small businesses to reconcile funds and access working capital. (398 words) - [Candescent + Autobooks](/content/candescent/index.html): Autobooks has partnered with Candescent to make integrated invoicing and online payment acceptance standard features of your existing digital banking platform. (381 words) - [Why Autobooks: Connected banking for small business](/content/why-autobooks/index.html): Autobooks connects receivables, payables, accounting, and lending inside your bank’s digital banking. One True Cash Balance. No new app. (1,089 words) - [Small Business Checking – Overview](/content/small-business-checking/index.html): Banks can reinvent their small business checking accounts to meet the needs of small business owners by including digital invoicing and payment acceptance. (501 words) - [Partner Success Center](/content/banking-help/knowledge/index.html): Partner Success Center (151 words) - [Better Small Business Banking | Autobooks](/content/banking/index.html): Autobooks is redefining small business banking with its embedded digital payment solution, helping financial institutions compete with non-banks. (600 words) - [Autobooks Terms of Use and End User License Agreement](/content/autobooks-terms-of-use-and-end-user-license-agreement.html): Autobooks Terms of Use and End User License Agreement (22,485 words) - [Financial Reporting](/content/reporting/index.html): Small business owners and nonprofits can easily manage their vendors and bills in one place, so they can stay up to date on what’s coming and what they’ve paid. (361 words) - [Autobooks Program Resources for FIs](/content/program-resources/index.html): Unlock success for your FI with tailored webinars, training plans, and marketing resources. Accelerate Autobooks launch and small business growth. (387 words) - [Q2 + Autobooks](/content/q2/index.html): Autobooks has partnered with Q2 to make integrated invoicing and online payment acceptance standard features of your existing Q2 digital banking platform.  (396 words) - [Autobooks | Demand Banking](/content/demandbanking/index.html): Transform small business banking with Autobooks solutions for customers and financial institutions. Join us in making small business banking better! (434 words) - [Pay Bills](/content/pay-bills/index.html): Autobooks empowers financial institutions to enhance small business banking with integrated solutions for invoicing, payments, and cash flow management, fostering deeper customer relationships. (515 words) - [Autobooks Smart Checking | Modernize Small Business Banking](/content/smart-checking/index.html): Autobooks Smart Checking helps financial institutions modernize their accounts by embedding payments, accounting, and reporting into digital banking, serving the 90% of small businesses earning under $1 million annually. (690 words) - [Support Center](/content/help/knowledge/index.html): Support Center (159 words) - [Tap to Pay on iPhone with Autobooks](/content/tap-to-pay/index.html): Accept card payments right from your iPhone. No card reader needed. Tap to Pay on iPhone is built into your small business banking tools. (585 words) - [Hub Reporting](/content/hub-reporting/index.html): The Autobooks Hub reporting feature allows financial institutions to easily track Autobooks program usage and other activities inside their small business customer base. (402 words) - [Better Small Business Checking ](/content/better-small-business-checking/index.html) (501 words) - [Test invoice iframe](/content/test-invoice-iframe/index.html): Test invoice iframe, , (900 words) - [Bank of Tennessee + Autobooks](/content/banking-stories/bank-of-tennessee/index.html): Find out how Bank of Tennessee has transformed their small business banking and empowered a new generation of customers with the help of Autobooks. (828 words) - [Alkami + Autobooks](/content/alkami/index.html): Autobooks has partnered with Alkami to make integrated invoicing and online payment acceptance standard features of your existing digital banking platform. (288 words) - [Autobooks Solutions for Financial Institutions](/content/solutions/index.html): Stay close to your Autobooks user base. Expand your small business outreach. (346 words) - [Five Star Bank + Autobooks](/content/banking-stories/five-star-bank/index.html): Find out how Five Star Bank has transformed their small business banking and empowered a new generation of customers with the help of Autobooks. (929 words) - [Autobooks Training | Receivables](/content/training/receivables/index.html) (261 words) - [Autobooks Guides](/content/guides/index.html): Get the information you need to develop a winning small business strategy. Access our various guides now. (466 words) - [Autobooks for Financial Institutions](/content/financial-institution-payments/index.html): Discover Autobooks' online invoicing and payment solutions designed to help financial institutions accept payments or collect donations and fees. (487 words) - [Autobooks Training | Bill Pay](/content/training/billpay/index.html) (145 words) - [Enrollment](/content/online-enrollment/index.html): From enrollment to getting paid in minutes. Allow customers to enroll at their convenience, 24-7 – directly from online or mobile banking. (386 words) - [Autobooks Resources](/content/resources/index.html): Get the information you need to develop a winning small business strategy. Access our webinars, blog, guides, and more. (379 words) - [Fiserv + Autobooks](/content/fiserv/index.html): Autobooks works seamlessly with Fiserv (First Data) — to make it easier for your financial institution to support and monetize small business customers. (206 words) - [Autobooks Events](/content/events/index.html): Learn more about what events we’ll be attending this year, so you can meet the Autobooks team in person. Schedule time now. (167 words) - [Build A Small Business Flywheel](/content/small-business-flywheel/index.html): Go beyond disconnected products and services. Small business banking can be optimized for efficiency and growth by focusing on customer needs. (393 words) - [Get Paid](/content/get-paid/index.html): Offer small businesses and nonprofits an easy way to create and send professional invoices to a customer’s inbox, directly inside your digital banking channels. (678 words) - [Autobooks Careers](/content/careers/index.html): When you join Autobooks, you're joining a team dedicated to small business growth. We want your ideas, passion and experience to continue improving what we offer. (535 words) - [Bottomline + Autobooks](/content/bottomline/index.html): Autobooks has partnered with Bottomline to make integrated invoicing and online payment acceptance standard features of your existing digital banking platform. (332 words) - [Banking Contact Us Page](/content/support/banking/index.html): I work at a bank or credit union and I have questions about the Autobooks solution. (182 words) - [Autobooks Training | Autobooks Capital](/content/training/capital/index.html) (80 words) - [Autobooks Demos](/content/demos/index.html): Learn more about Autobooks and how we are transforming small business banking. Access our demos now. (81 words) - [Q2 Contact Us](/content/q2-banking-questions/index.html): I work at a Q2 bank or credit union, and I have questions about the Autobooks solution. (140 words) - [Autobooks Training](/content/training/index.html): Find more information about launching Autobooks at your financial institution. Access FAQs, training videos, and reference guides here. (195 words) - [Autobooks Pricing Calculator](/content/pricing-calculator/index.html): , Web site created using create-react-app (142 words) - [Hub Dashboard](/content/hub-dashboard/index.html): The Autobooks Hub dashboard feature allows financial institutions to easily track and prioritize customer enrollments, and take action by providing missing information. (89 words) - [Hub Training & Support](/content/hub-training-and-support/index.html): The Autobooks Hub training and support feature allows financial institutions to easily create help tickets for their small business customers. (205 words) - [Help us build your Hub](/content/hub-build-together/index.html): Help us built out the Autobooks Hub so that you can easily track your Autobooks program usage, ROI, and third-party competitor activity. (71 words) - [Jack Henry + Autobooks](/content/jackhenry/index.html): Autobooks has partnered with Jack Henry to make integrated invoicing and online payment acceptance free features of the Banno Digital Banking Platform. (322 words) - [Autobooks Training | Accounting](/content/training/accounting/index.html) (71 words) - [Autobooks Webinars](/content/webinars/index.html): Get the information you need to develop a winning small business strategy. Access our webinar library now. (2,927 words) - [True Cash Balance](/content/true-cash-balance/index.html): Offer small businesses and nonprofits an easy way to create and send professional invoices to a customer’s inbox, directly inside your digital banking channels. (608 words) - [Autobooks — You Own the Account, We Power the Technology](/content/upgrade-business-checking/index.html) (1,165 words) - [Autobooks Partners](/content/partners/index.html): Autobooks delivers the tools small businesses need to get paid, and the insights and services you need to better serve and monetize those relationships. (631 words) - [AB Web Style Guide](/content/ab-web-style-guide/index.html): , (519 words) - [Autobooks Interview w/Greg Adelson](/content/jackhenry/greg-adelson/index.html): Partnering with Jack Henry starts with creating value for their client base. A conversation with Greg Adelson, COO & President of Jack Henry & Associates. (1,398 words) - [Help Small Businesses Get Paid](/content/help-small-businesses-get-paid/index.html): Attract small business customers by helping them get paid as part of small business checking. (669 words) - [Get paid and more with Autobooks](/content/features-test-invoice/index.html): Built for small business. Autobooks partners with banks to offer invoicing, payment acceptance, accounting, and more – inside of online and mobile banking (572 words) - [Banking Stories](/content/banking-stories/index.html): Every banker has a story to tell. Learn more about their experience helping small business customers – and how Autobooks has played a critical role. (265 words) - [Get paid and more with Autobooks](/content/features/index.html): Built for small business. Autobooks partners with banks to offer invoicing, payment acceptance, accounting, and more – inside of online and mobile banking (578 words) - [DCI + Autobooks](/content/dci/index.html): Autobooks has partnered with DCI to make integrated invoicing and online payment acceptance standard features of your existing digital banking platform. (705 words) - [Midwest BankCentre + Autobooks](/content/banking-stories/midwest-bankcentre/index.html): Find out how Midwest BankCentre has transformed their small business banking and empowered a new generation of customers with the help of Autobooks. (515 words) - [Accounting](/content/accounting/index.html): Allow small business owners and nonprofits to easily manage their finances with one solution, directly inside your digital banking channels. (450 words) - [Lending](/content/lending/index.html): Access flexible funding to grow your business with Autobooks Capital—improve cash flow and manage expenses directly inside online banking (542 words) - [Autobooks for Financial Institutions](/content/for-financial-institutions/index.html): The digital banking features your small businesses need to get paid and the insights and services your financial institution needs to grow its portfolio (147 words) - [Jack Henry Banking Contact Us Page](/content/jackhenry-banking-questions/index.html): I work at a Jack Henry bank or credit union, and I have questions about the Autobooks solution. (108 words) - [FIS Banking Contact Us Page](/content/fis-banking-questions/index.html): I work at a FIS bank or credit union and I have questions about the Autobooks solution. (92 words) - [Hub Marketing Tools](/content/hub-marketing-tools/index.html): The Autobooks Hub marketing tools feature allows financial institutions to easily leverage plug-in ready widgets and quickly deploy polished messaging with templated content. (142 words) ## Listings & Categories - [ | Kristin Hope](/content/blog/blog-old/author/kristin-hope/page/1/index.html) (22 words) - [Press | Autobooks](/content/blog/press-old/author/autobooks/page/1/index.html): Making small business banking better (60 words) - [ | Kristin Hope](/content/blog/blog-old/author/kristin-hope/index.html) (22 words) - [Press | Derik Sutton (2)](/content/blog/press-old/author/derik-sutton/page/2/index.html): Making small business banking better (2) (25 words) - [Press | Derik Sutton](/content/blog/press-old/author/derik-sutton/page/1/index.html): Making small business banking better (115 words) - [ | Autobooks](/content/blog/blog-old/author/autobooks/page/1/index.html) (111 words) - [ | Autobooks (2)](/content/blog/blog-old/author/autobooks/page/2/index.html): (2) (81 words) - [Press | Derik Sutton](/content/blog/press-old/author/derik-sutton/index.html): Making small business banking better (115 words) - [Press | Autobooks](/content/blog/press-old/author/autobooks/index.html): Making small business banking better (60 words) - [ | Kyle Bazzy](/content/blog/blog-old/author/kyle-bazzy/page/1/index.html) (65 words) - [ | Autobooks](/content/blog/blog-old/author/autobooks/index.html) (93 words) - [ | Kyle Bazzy](/content/blog/blog-old/author/kyle-bazzy/index.html) (72 words) - [ | Derik Sutton (2)](/content/blog/blog-old/author/derik-sutton/page/2/index.html): (2) (72 words) - [ | Derik Sutton](/content/blog/blog-old/author/derik-sutton/page/1/index.html) (104 words) - [ | Autobooks](/content/blog/reports/author/autobooks/page/1/index.html) (53 words) - [ | Autobooks (2)](/content/blog/reports/author/autobooks/page/2/index.html): (2) (16 words) - [Press | Transforming Digital](/content/blog/press/tag/transforming-digital/index.html): Transforming Digital | Making small business banking better (28 words) - [Press | Gaining Perspective](/content/blog/press/tag/gaining-perspective/index.html): Gaining Perspective | Making small business banking better (28 words) - [Press | Supporting Small Business](/content/blog/press/tag/supporting-small-business/index.html): Supporting Small Business | Making small business banking better (95 words) - [Press | Events](/content/blog/press/tag/events/index.html): Events | Making small business banking better (21 words) - [Autobooks Blog | Digital Banking](/content/blog/tag/digital-banking/index.html): Digital Banking | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (98 words) - [Autobooks Blog | In the News](/content/blog/tag/in-the-news/index.html): In the News | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (69 words) - [Autobooks Blog | Jobs-to-be-Done](/content/blog/tag/jobs-to-be-done/index.html): Jobs-to-be-Done | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (237 words) - [Autobooks Blog | Events](/content/blog/tag/events/index.html): Events | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (256 words) - [Autobooks Blog | Payments](/content/blog/tag/payments/index.html): Payments | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (183 words) - [Get Paid. Grow Faster. The Autobooks Blog | Product Updates](/content/smallbusiness/blog/tag/product-updates/index.html): Product Updates | Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (938 words) - [ | Autobooks](/content/blog/webinars/author/autobooks/index.html) (502 words) - [ | Derik Sutton](/content/blog/blog-old/author/derik-sutton/index.html) (58 words) - [ | Autobooks](/content/blog/reports/author/autobooks/index.html) (47 words) - [Get Paid. Grow Faster. The Autobooks Blog | Digital Payment Acceptance (2)](/content/smallbusiness/blog/tag/digital-payment-acceptance/page/2/index.html): Digital Payment Acceptance | Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (2) (942 words) - [Get Paid. Grow Faster. The Autobooks Blog | Invoice Your Customers (2)](/content/smallbusiness/blog/tag/invoice-your-customers/page/2/index.html): Invoice Your Customers | Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (2) (900 words) - [Get Paid. Grow Faster. The Autobooks Blog | Invoice Your Customers](/content/smallbusiness/blog/tag/invoice-your-customers/page/1/index.html): Invoice Your Customers | Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (900 words) - [Get Paid. Grow Faster. The Autobooks Blog | Digital Payment Acceptance](/content/smallbusiness/blog/tag/digital-payment-acceptance/page/1/index.html): Digital Payment Acceptance | Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (900 words) - [Press | In the News](/content/blog/press/tag/in-the-news/page/1/index.html): In the News | Making small business banking better (451 words) - [Press | In the News (2)](/content/blog/press/tag/in-the-news/page/2/index.html): In the News | Making small business banking better (2) (431 words) - [Press | Press Release (2)](/content/blog/press/tag/press-release/page/2/index.html): Press Release | Making small business banking better (2) (329 words) - [Press | Press Release](/content/blog/press/tag/press-release/page/1/index.html): Press Release | Making small business banking better (477 words) - [Press | In the News (4)](/content/blog/press/tag/in-the-news/page/4/index.html): In the News | Making small business banking better (4) (132 words) - [Press | award](/content/blog/press/tag/award/index.html): award | Making small business banking better (235 words) - [Autobooks Blog | Small Business](/content/blog/tag/small-business/index.html): Small Business | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (106 words) - [Autobooks Blog | Transforming Digital (2)](/content/blog/tag/transforming-digital/page/2/index.html): Transforming Digital | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (2) (455 words) - [Autobooks Blog | Supporting Small Business (4)](/content/blog/tag/supporting-small-business/page/4/index.html): Supporting Small Business | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (4) (439 words) - [Autobooks Blog | Gaining Perspective](/content/blog/tag/gaining-perspective/page/1/index.html): Gaining Perspective | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (523 words) - [Autobooks Blog | Transforming Digital](/content/blog/tag/transforming-digital/page/1/index.html): Transforming Digital | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (316 words) - [Autobooks Blog | Supporting Small Business (3)](/content/blog/tag/supporting-small-business/page/3/index.html): Supporting Small Business | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (3) (521 words) - [Autobooks Blog | Gaining Perspective (2)](/content/blog/tag/gaining-perspective/page/2/index.html): Gaining Perspective | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (2) (408 words) - [Autobooks Blog | Gaining Perspective (3)](/content/blog/tag/gaining-perspective/page/3/index.html): Gaining Perspective | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (3) (307 words) - [Autobooks Blog | Supporting Small Business](/content/blog/tag/supporting-small-business/page/1/index.html): Supporting Small Business | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (478 words) - [Autobooks Blog | Financial Institutions](/content/blog/tag/financial-institutions/index.html): Financial Institutions | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (147 words) - [Autobooks Blog | Optimizing Cash Flow](/content/blog/tag/optimizing-cash-flow/index.html): Optimizing Cash Flow | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (56 words) - [Autobooks Blog | Webinars](/content/blog/tag/webinars/index.html): Webinars | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (61 words) - [Autobooks Blog | Supporting Small Business (2)](/content/blog/tag/supporting-small-business/page/2/index.html): Supporting Small Business | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (2) (199 words) - [Autobooks Blog | Transforming Digital (3)](/content/blog/tag/transforming-digital/page/3/index.html): Transforming Digital | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (3) (149 words) - [Autobooks Blog | Growing Revenue](/content/blog/tag/growing-revenue/page/1/index.html): Growing Revenue | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (502 words) - [Autobooks Blog | Growing Revenue (2)](/content/blog/tag/growing-revenue/page/2/index.html): Growing Revenue | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (2) (62 words) - [ | Autobooks](/content/blog/podcasts/author/autobooks/index.html) (583 words) - [Get Paid. Grow Faster. The Autobooks Blog | Tap to Pay on iPhone](/content/smallbusiness/blog/tag/tap-to-pay-on-iphone/index.html): Tap to Pay on iPhone | Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (852 words) - [Get Paid. Grow Faster. The Autobooks Blog | Small Business](/content/smallbusiness/blog/tag/small-business/index.html): Small Business | Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (900 words) - [Get Paid. Grow Faster. The Autobooks Blog | Invoice Your Customers](/content/smallbusiness/blog/tag/invoice-your-customers/index.html): Invoice Your Customers | Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (900 words) - [Get Paid. Grow Faster. The Autobooks Blog | Digital Payment Acceptance](/content/smallbusiness/blog/tag/digital-payment-acceptance/index.html): Digital Payment Acceptance | Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (962 words) - [Get Paid. Grow Faster. The Autobooks Blog | Accounting, Bookkeeping, and Reporting](/content/smallbusiness/blog/tag/accounting-bookkeeping-and-reporting/index.html): Accounting, Bookkeeping, and Reporting | Easily accept payments, send invoices, and manage finances. Autobooks works with financial institutions to better attract and support small businesses. (920 words) - [Press | In the News (3)](/content/blog/press/tag/in-the-news/page/3/index.html): In the News | Making small business banking better (3) (404 words) - [Press | Press Release](/content/blog/press/tag/press-release/index.html): Press Release | Making small business banking better (513 words) - [Press | In the News](/content/blog/press/tag/in-the-news/index.html): In the News | Making small business banking better (252 words) - [Press | Partner News](/content/blog/press/tag/partner-news/index.html): Partner News | Making small business banking better (337 words) - [Autobooks Blog | Supporting Small Business (5)](/content/blog/tag/supporting-small-business/page/5/index.html): Supporting Small Business | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (5) (150 words) - [Autobooks Blog | Transforming Digital](/content/blog/tag/transforming-digital/index.html): Transforming Digital | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (501 words) - [Autobooks Blog | Gaining Perspective](/content/blog/tag/gaining-perspective/index.html): Gaining Perspective | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (486 words) - [Autobooks Blog | Supporting Small Business](/content/blog/tag/supporting-small-business/index.html): Supporting Small Business | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (502 words) - [Autobooks Blog | Growing Revenue](/content/blog/tag/growing-revenue/index.html): Growing Revenue | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (496 words) - [Autobooks Blog | Small Business Banking](/content/blog/tag/small-business-banking/index.html): Small Business Banking | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (266 words) - [Autobooks Blog | Industry Trends](/content/blog/tag/industry-trends/index.html): Industry Trends | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (60 words) - [Autobooks Blog | Product Innovation](/content/blog/tag/product-innovation/index.html): Product Innovation | Insights and perspectives that get you up to speed on the changing landscape of small business banking. (63 words) ## Products - [Portal Pay](/content/product/portal-pay/index.html): Portal Pay enables financial institutions to accept secure, digital loan payments from borrowers without deposit accounts. ACH, debit, and credit supported. No login. No complex integration. Faster payments, fewer checks, and improved collections. (601 words) - [Autobooks Product Updates](/content/product/updates/index.html): Keep track of the latest Autobooks product updates. (158 words) ## About Pages - [About, Company News & Awards](/content/about/index.html): We are working to make small business banking better, so more financial institutions can help their customers make significant progress. Learn more. (357 words) ## Resources - [Full Page Index](/index.html): Browse all cached pages with rich metadata - [About This Cache](/content/about.html): Methodology, technical details, and usage guidelines - [XML Sitemap](/sitemap.xml): Machine-readable sitemap for crawler discovery - [Robots.txt](/robots.txt): Crawler directives