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Autobooks

Autobooks equips financial institutions with a complete small business solution, allowing businesses to get paid, pay bills, access working capital, manage cash flow, generate financial reports, and automate accounting directly inside your Banno digital banking platform.

This is critical because business owners increasingly expect to manage their financial workflows online. When these tools are not available from their financial institution, they often turn to third-party providers, introducing a competitor that offers its own deposit, receivables, and lending solutions.

Smart Business Feature Highlights

Online Invoicing

Create and send professional invoices inside digital banking and let accountholders pay online with funds deposited directly into the business checking account.

Share a secure payment form link or QR code so accountholders can pay by card or ACH from any device.

Checkout Pages

Build simple, no-code online checkout pages to sell items or collect payments without separate e-commerce tools.

Business Bill Pay (Payables)

Manage vendors, schedule outgoing payments, and track bills directly within digital banking.

Accounting and Bookkeeping

Automate categorization and generate organized financial records without relying on outside accounting apps.

Financial Reporting and Cash Flow Dashboard

Access real-time financial reports and cash flow insights updated automatically as payments and expenses occur.

Autobooks Packages

Flexible solutions designed to help your financial institution attract, grow, and retain small business relationships. From simple payment tools to full back-office support, choose the right package to meet your goals

Autobooks Basic – Offered at no cost to the financial institution

Get small businesses up and running with simple tools to send digital invoices and accept online payments from within Banno (online and mobile banking).

Autobooks Plus

Expand your offering to offer businesses advanced payment acceptance features and access to working capital to improve their cash flow.

Autobooks Pro

Deliver a fully integrated experience with tools for accounting, financial reporting, and cash flow management. With Autobooks Pro, you can turn your financial institution into the center of your accountholders’’ financial operations.

Autobooks Pro for Business Checking

Your financial institution owns the account and Autobooks provides the technology. Integrating Autobooks Pro functionality into your business checking lineup creates an account that micro and small business owners are willing to pay for.

Operational Steps

Enabling Autobooks Basic

Autobooks Basic can be enabled through a self-service workflow in Banno.

1. Prepare to Go Live

  • Request Access: Complete the required forms to assign your internal administrator access to the Autobooks Hub, the dedicated reporting and management tool for your program.

  • Confirm Configuration: Log into Banno Admin to verify the Accept Online Payments Plugin is available. (Head to the ForClients Portal to contact Support if it is not enabled.) Review the Configuration Guide for further details.

  • Training & Workshops: Review feature demos and training resources. Join the next Launch Workshop for structured, step-by-step coaching and resources. Register for the next Launch Workshop.

2. Configure & Test

3. Announce Your Launch

  • Drive awareness, engagement, and activation among your small business accountholders. Autobooks has created a series of free marketing materials for Banno financial institutions to use to assist with their launch.
  • Utilize the additional resources that Autobooks has created for planning ongoing campaigns.

4. Manage Your Program with Autobooks

  • Maintain a data-driven approach by utilizing the Autobooks Hub to monitor program activity, track usage, measure ROI, and fine-tune your outreach strategy.

Enabling Autobooks Plus and Autobooks Pro

1. Contact Jack Henry Sales

  • Speak with your Jack Henry Sales Executive to review package options, pricing, and program requirements.
  • The contract is signed and Autobooks completes the configuration changes to add plus and Pro functionality for your account.

2. Prepare to Go Live

  • Request Access: Complete the required forms to assign your internal administrator access to the Autobooks Hub, the dedicated reporting and management tool for your program.

  • Confirm Configuration: Log into Banno Admin to verify the Accept Online Payments Plugin is available. (Head to the ForClients Portal to contact Support if it is not enabled.) Review the Configuration Guide for further details.

  • Training & Workshops: Review feature demos and training resources. Join the next Launch Workshop for structured, step-by-step coaching and resources. Register for the next Launch Workshop.

3. Configure & Test

4. Announce Your Launch

  • Drive awareness, engagement, and activation among your small business accountholders. Autobooks has created a series of free marketing materials for Banno financial institutions to use to assist with their launch.
  • Utilize the additional resources that Autobooks has created for planning ongoing campaigns.

5. Manage Your Program with Autobooks

  • Maintain a data-driven approach by utilizing the Autobooks Hub to monitor program activity, track usage, measure ROI, and fine-tune your outreach strategy.