Information Density: Autobooks – Signal Evidence & AI Readability

Hero — Connected banking
[H1] Connected banking for small business.
Autobooks brings receivables, payables, accounting, and lending together inside digital banking. Every dollar moves through one connected system — so the business owner sees what they actually have to work with, and the institution sees how the business is actually running.
I'm a Small Business
I'm a Bank or Credit Union
Invoice #1284
$2,150
Payment Link
$340
Tap to Pay
$62
Checkout Pages
$475
Invoice #1284
$2,150
Logistics
Due in 3 days
$840
Hosting
Due tomorrow
$215
Energy
Due in 8 days
$285
Logistics
Due in 3 days
$840
True Cash Balance
$48,290
$51,420
$46,180
$48,290
Approved
$34,000
$34,750
$35,500
$36,250
$34,000
Stats — Trusted by
Thousands
of banks & credit unions
Hundreds of thousands
of small businesses served
Billions
in payments processed
Powering banks & credit unions nationwide
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[H2] Four capabilities. One connected system.
Each one works on its own. Together, they share data across one connected system, so the picture of the business is always current and always based on real activity.

Features Mosaic
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[H3] Get Paid
Send invoices, share payment links, tap to accept a card, or run a checkout page. Every dollar you receive feeds your bigger picture.
Learn more
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[H3] Pay Bills
Pay vendors by bank account or card. Schedule bills. Keep a record of every expense. Every dollar going out is accounted for alongside every dollar coming in.
Learn more
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[H3] Accounting
Automated bookkeeping and financial reporting. When enabled, every transaction is recorded in the accounting ledger automatically, so your books and your cash position both stay current.
Learn more
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[H3] Lending
Working capital inside your digital banking, sized to your business and underwritten on how you actually operate. No paper app, no waiting, no switching lenders.
Learn more
For SMBs / For FIs
For Small Businesses
[H2] Your bank. Your books. Your real cash position.
You already bank here. Now you can do more with your account. Get paid, pay bills, manage your books, and access working capital, all inside your bank's digital banking.
No new app. No new login. Start with what you need today.
Get Started
The more capabilities your bank offers, the clearer your picture. Ask your bank about the full Autobooks experience.
For Banks & Credit Unions
[H2] The connected small business experience, inside your digital banking.
Your small business customers are managing their financial lives outside your institution. Every tool they use elsewhere is data you never see and a relationship you never have.
Autobooks brings receivables, payables, accounting, and lending together inside your digital banking. Your customers stay. Your data stays. And you finally see how the business is actually running.
Partner with Us

[H2] See what connected banking looks like.

Get started

Partner with us

SOLUTIONS FOR FINANCIAL INSTITUTIONS
[H2] Stay close to your Autobooks user base. Expand your small business outreach.
We help you do both. Get everything you need to maximize your program’s performance — from a complete data-driven platform to marketing and training resources designed for ongoing growth.

[H3] Autobooks Hub
[H6] Better decisions come from better data. Stay on top of customer activity on one do‑it‑all platform.
Autobooks Hub allows you to quickly access customer data — from enrollments to ongoing payment activity — while keeping an eye on program performance and ROI.

[H5] At-A-Glance Dashboards

Take in Autobooks enrollment activity and payment data, all from two easy to access dashboards that appear as soon as you log in.

[H5] Progress Center

Closely track customer enrollments throughout the process, from approvals to activations. Plus, easily identify those customers who require enrollment support.

[H5] Small Business & Payment Data

Access specific information about your customer base, and find out how deeply they are engaging with Autobooks on a day-to-day basis.

[H5] Tools & Resources

Where you go to find and download turnkey marketing assets. Also access our growing archive of self-help articles, via the Partner Success Center.

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Explore Autobooks Hub

[H3] Product Updates
[H6] We take a page from your business customers with new innovations and enhancements that only make our solution better.

[H5] Small Business Suite Updates

We continue to introduce new features and ongoing enhancements to our core small business products.

[H5] Autobooks Hub Updates

Since its introduction, Autobooks Hub has become an indispensable tool for many of our partnering financial institutions. And this is just the beginning!

[H5] Resources Updates & Additions

It’s hard supporting small businesses — we help make it easier with a wide range of marketing assets and sales tools.

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Explore Product Updates

[H3] Program Resources
[H6] It’s hard supporting small businesses — we help make it easier with a wide range of ready-made marketing assets and sales tools.

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[H5] Training Resources
We continue to introduce new features and ongoing enhancements to our core small business products.

Explore

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[H5] Marketing Resources
Need a quick seasonal campaign? We have you covered with a wide range of content and assets, including emails, social posts, flyers, and more.

Explore

[H1] Industry-leading partnerships. Go live in weeks.
Financial institutions of all sizes rely on Autobooks to attract, support, and grow small businesses. Yours can too.
Find your digital banking partner

[H1] Industry-leading partnerships. Go live in weeks.
We partner with the industry's leading digital banking providers, so turning on Autobooks is simple. Most integrations go live in weeks, and the connected small business experience complements the consumer and traditional business banking your institution already offers.
See Partners

[H4] Inside your digital banking. Not a separate destination.
Autobooks is a connected small business banking solution that runs inside your existing digital banking. Every capability shares data across one connected system: receivables, payables, accounting, and lending. Cash Flow Intelligence works across that data to deliver a True Cash Balance for your customers and visibility into the financial health of every business in your portfolio.
The integration sits inside your provider's environment, so your customers stay in the place they already bank, and your team does not stand up a parallel solution.

yourfinancialinstitution.com
yourfinancialinstitution.com
yourfinancialinstitution.com

[H2] Find your digital banking provider.
Each partner page walks through what is available, how to launch, and how to manage your Autobooks program.

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[H6] Autobooks inside Alkami-powered digital banking.

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[H6] Autobooks inside Bottomline digital banking.

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[H6] Autobooks inside Candescent digital banking.

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[H6] Autobooks inside CSI-powered digital banking.

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[H6] Autobooks payables and Autobooks Capital inside iCoreGO.

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[H6] Autobooks inside Finastra-powered digital banking.

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[H6] Autobooks inside FIS Digital One digital banking.

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[H6] Autobooks inside Banno digital banking.

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[H6] Autobooks inside Q2-powered digital banking.

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[H6] Autobooks inside Alkami-powered digital banking.

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[H6] Autobooks inside Bottomline digital banking.

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[H6] Autobooks inside Candescent digital banking.

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[H6] Autobooks inside CSI-powered digital banking.

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[H6] Autobooks inside FIS Digital One digital banking.

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[H6] Autobooks inside Banno digital banking.

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[H6] Autobooks inside Q2-powered digital banking.

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[H3] How small businesses choose to get paid matters.
Small businesses are turning away from accepting cash and check in person, to accepting in-app and online payments.
When a small business visits your bank, what do you offer for digital payment acceptance?
Consumer banking is too basic and lacks payment acceptance tools
Commercial banking is too complex, and the payment acceptance tools are not the right fit

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[H3] Autobooks is built specifically for small businesses.
We make it easy for financial institutions like yours to integrate and offer market-ready payment acceptance tools built for small businesses — right inside your digital banking channels.
Empower customers to do more, so they won’t have to turn to third-party apps:
Accept digital payments, including all major credit cards and ACH.
Send professional invoices, with the ability to customize them.
Get paid directly into their account, where they can access funds easily.
Manage cash flow, automate reporting and bookkeeping, and more.

[H3] Bring small business customers back where they belong: your financial institution.

[H4] A proven gameplan, with guidance every step of the way.
Offering our solution doesn’t have to be complicated — or suck up valuable resources. Follow our proven, four-step program to launch Autobooks fast.

[H5] Step 1: Prepare to go live

Set up your team internally and assign admin privileges.
Get familiarized with the Autobooks features and supporting tools.
Train your team with our pre-built resources and live training sessions.

[H5] Step 2: Configure and test

Follow our testing guide for step-by-step instructions to enable and test the plugins before you launch.
Read FAQs in the Partner Success Center.

[H5] Step 3: Announce your launch

Prepare a marketing campaign to announce the availability of Autobooks and help prospects understand its value proposition.
Plan for ongoing campaigns. Financial institutions that see the best results execute ongoing marketing campaigns to drive awareness.

[H5] Step 4: Manage your program

Join our launch workshop: How to Launch or Accelerate Autobooks at Your Institution. In just three live, one-hour sessions, attendees receive ongoing support and resources.
Log into the Autobooks Hub regularly to monitor program activity, measure success, identify new prospects, and fine tune messaging.
Stay up-to-date with product updates.

[H2] Don't see your provider? Let's talk.
Autobooks works with leading digital banking providers and continues to add new integrations. If your provider is not on the list above, our team can walk through your current setup and what an Autobooks integration would look like.
Start a Conversation

Resources
[H1] The library behind your Autobooks program
Industry research, on-demand webinars, ready-to-use marketing assets, training, peer success stories, and more. Built for the FI teams running Autobooks.

On-Demand Webinar

Catching up with Autobooks: May 2026
Watch the May installment of our, monthly webinar series to find out more about our latest updates — and how they positively impact your institution and your customer base.
Read more

On-Demand Webinar

Make the Most of the Autobooks Hub
Take your Autobooks program to the next level using the Autobooks Hub. In this session, we focus on ways to serve your clients better, how to interpret key data, and strategies to grow your Autobooks program.
Read more

[H3] Everything in one place
Browse by what you need: research to brief your executives, assets to drive a campaign, training to bring a new team member up to speed, or a peer institution’s story to inform your own strategy. New resources are added as the program grows.

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[H4] Insights

Research you can cite.
Industry research and approved data on small business behavior, payment trends, and the lending landscape. Citation-ready for executive and board conversations.
[H6] EXPLORE INSIGHTS

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[H4] Webinars

Sessions on demand.
Live and on-demand sessions covering product updates, launch playbooks, growth strategy, and conversations with peer institutions.
[H6] BROWSE WEBINARS

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[H4] Marketing

Campaign-ready assets. Campaign kits, ad templates, email copy, seasonal materials, and launch announcement assets. Ready to deploy across your channels.
[H6] OPEN THE KIT

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[H4] Success Stories

How peers run their programs. How other financial institutions are running their Autobooks programs: activation strategies, marketing approaches, and the results they’re seeing.
[H6] READ THE STORIES

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[H4] Demos

Walk through every capability. Walk through every Autobooks capability the way your customers see it. Watch on demand or schedule a guided session with the Autobooks team.
[H6] SEE THE DEMOS

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[H4] Training

Get your team ready. Role-based training covering receivables, payables, accounting, and lending. Built for product, marketing, sales, and support teams.
[H6] START TRAINING

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[H4] Product Updates

What’s new across Autobooks. Latest enhancements, small business feedback, and what’s coming next across Autobooks.
[H6] SEE WHAT'S NEW

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[H4] Support

Get help fast. Every way to reach the Autobooks support team in one place, so you and your customers get answers when you need them.
[H6] CONTACT SUPPORT

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[H4] Blog

Ideas worth your time. Perspective on small business banking, payments, and lending, written for the financial institutions building these programs.
[H6] READ THE BLOG

[H2] Looking for something specific?
The Autobooks team can point you to the right resource.

Talk to the Autobooks team