Not meeting customer needs, leads to attrition. Particularly when non-bank apps are aggressively targeting this growing small business segment.
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.
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.
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.
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.
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.
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.
Smart Banks Can Win in Small Business Podcast Series
GET IN TOUCH
Want to learn more about Bottomline's Digital Banking solution and Autobooks?
Our solution experts are here to help.+1 (800) 472 1321
Chat with us.
Chat with one of our solution experts. We'll recommend the right product to fit your needs.
Accelerate your digital transformation.
Tell us a bit about you and your business and we’ll get back to you with all the information you need.