For Banks and Credit Unions

Your small business customers are running more of their business somewhere else. 

They invoice, pay bills, and borrow through outside fintechs. You see less activity, earn less on their deposits, and lose sight of how they actually operate. Autobooks brings those four capabilities back inside your digital banking as one connected system. 

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Thousands of financial institutions●Hundreds of thousands of small businesses●Billions in payment volume●Thousands of financial institutions●Hundreds of thousands of small businesses●Billions in payment volume●
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Why Autobooks

Your small business customers are already looking for these tools. The question is where they find them.

Small business owners need to get paid, pay their vendors, access working capital, and manage their books. Most cobble together outside fintechs to do it. Those tools compete with your institution for deposits and transaction revenue, but the bigger cost is visibility. You cannot see how the business actually operates, which means you cannot measure the true economic value of your small business segment, underwrite small loans confidently, or build a real strategy around it. 

Autobooks changes that. Four connected capabilities, inside your digital banking: receivables, payables, accounting, and lending. Every transaction stays in your institution. Every data point stays visible. Your customers get a single place to run their finances. You get a portfolio you can actually see. 

Built for Small Business

Your customers work in one place. You see the full picture.

Each capability works on its own. When your customers use more than one, the data connects across the system and the picture sharpens for them and for you. 

Receivables Get paid faster Invoicing, payment links, checkout pages, and Tap to Pay on iPhone. Every dollar received lands in the account they hold with you. Payables Pay vendors and bills ACH and check payments, vendor management, expense tracking. Every outflow originates from your digital banking. Accounting Stay organized Automated bookkeeping, categorization, and cash flow projections. When enabled, the full data picture deepens. Lending Access working capital Decisions informed by real account activity, not paperwork.
Hub Dashboard
For Your Institution

Know every business. Keep every relationship.

When four capabilities share data inside your digital banking, you see what outside fintechs never let you see. Real revenue. Real expenses. Real borrowing capacity. That is Cash Flow Intelligence, delivered through the Hub, your admin view into every small business in your portfolio. 

Better lending decisions. Stickier deposits. Customers who stay. 

Flexible Packages

Start where you are. Grow from there.

Three tiers meet you wherever you are in your small business strategy: Basic, Plus, and Pro. Start with receivables at no license fee. Add payables, lending, and accounting as your program grows. Every package builds on the same connected system. 

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The Partnership

Works inside the digital banking you already run.

Autobooks deploys through the digital banking platform you already run: Q2, Jack Henry, Alkami, Finastra, CSI, DCI, and others. No new platform. No parallel experience. Your small business customers simply get more to do in the place they already bank. 

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H5 SMB Owner Name

Business name

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Testimonial text: “The Autobooks Payment Form is extremely easy to use for me and my customers! I simply email the link for credit card payment with my invoice. They (or I) can enter their credit card information securely. The money is deposited into my checking. The money is deposited into my checking. The money is deposited into my checking.

Let’s talk about your small business strategy.

Thirty minutes. We walk through your current stack, show where Autobooks fits, and map a deployment plan together.