How our partnership with Autobooks helps you

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Generate non-interest fee income

When a business owner gets paid through Autobooks, you get paid.

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Increase deposits

Payments made to the business owner are deposited directly into their existing checking account, eliminating the need to use non-bank apps

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Attract new customers

Differentiate you FI by offering essential small business tools that directly integrate into your digital banking channels

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Reduce operational expenses

Autobooks enrollment is completely online and takes minutes for the business owner to complete

Why change?

Less than half (47%) of US-based small businesses believe their primary financial institution understands their needs.

Source: Source: Aite Group, 2020

Not meeting customer needs, leads to attrition. Particularly when non-bank apps are aggressively targeting this growing small business segment.

The Challenge

Retaining and winning small business relationships while the gap between what they expect and are offered by financial institutions widens.

Learn more and watch The Financial Brand Brand’s Jim Marous, Ron Shevlin from Cornerstone Advisor and Bottomline’s Norm DeLuca discuss how to proactively engage with small business clients. and provide a new level of service that deepens relationships.

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video time: 53:55 video title: Next-Level Engagement with SMBs

Learn more

Autobooks seamlessly integrates into Bottomline Digital Banking IQ™, unifying the digital experience for small businesses from the very start.


DIGITAL ACCOUNT OPENING AND ONBOARDING

Fast, easy and tailored for small business

Bottomline Digital Banking IQ Engage leverages mobile capabilities, data integrations, and industry-leading fraud management to make the hard stuff easy – like qualifying business applicants with multiple officers and owners, collecting documents and signatures, and funding accounts.

After account opening, small businesses are onboarded via automated back-end workflows and moved to post-sale engagement.

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INVOICING

Give your SMB clients the ability to send professional invoices

Now your small business clients can send their customers a professional online invoice or estimate right from your online or mobile banking – powered by Bottomline.

For added flexibility, SMBs can easily set up recurring invoices, payment/past due reminders, and additional sales tax rates.  

PAYMENT FORM

Offer SMBs and nonprofits a way to accept online or in-app payments

Businesses and nonprofits are provided with a unique link to their own secure payment form — which can then be shared with paying customers. Links can be sent via text or email, or even pasted into a web page.

The payment form can also be accessed directly in-app — making it fast and convenient to accept a payment on the spot.

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AUTOBOOKS PRODUCT SUITE

A complete small business solution, inside Bottomline Payments and Cash Management.

Autobooks is so much more than just payments and invoicing. The full suite — available with your Bottomline Payments and Cash Management platform — also includes financial reporting, payables, and accounting functionality. 

Empower your small business clients to fully manage their business directly from your existing digital banking channels. 

AUTOMATED ACCOUNTING

Real-world accounting that’s designed for your SMB clients — not their accountants

Offer your small business clients an alternative to managing their books via pen and paper, spreadsheets, or complicated third-party applications — all available directly inside Bottomline’s digital banking channels. 

Now SMB owners can stay on top of things with an easy-to-use accounting product built especially for them. 

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Smart Banks Can Win in Small Business Podcast Series

Norm Deluca

Norm DeLuca, General Manager, Bottomline

Norm DeLuca, General Manager Digital Banking Solutions Group, at Bottomline discusses why “this time is different” in terms of digital acceleration and the opportunities that small businesses present, including what banks must do to act on these opportunities right now.

Watch now

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Derik Sutton

Derik Sutton, VP Marketing, Autobooks

Derik Sutton explains why optimizing cash flow is the number one thing small businesses need from banks during the pandemic crisis — and any other time — and what financial institutions should be doing to get there.

Watch now

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Brett King

Brett King, Co-Founder, Moven

Brett King, co-founder of neo-bank Moven and host of the world’s first and #1 ranked radio show on FinTech, “Breaking Banks”, explains how institutions must eliminate friction in order to improve the integration or embedded nature, of banking in business customers’ lives. 

Watch now

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GET IN TOUCH

Want to learn more about Bottomline's Digital Banking solution and Autobooks?

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+1 (800) 472 1321

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