Build your
Small Business Case
with Alkami & Autobooks

Do any of the following apply to your financial institution? 

 

The shift from in person to online is accelerating.  We need digital tools that differentiate from our traditional banking competition, and help us stand up against emerging non-bank competitors. 

      • We know more and more businesses are using PayPal and Square to accept payments from their customers, and maintaining Quickbooks connectivity for businesses is getting more costly.  Does Alkami offer anything to help us better serve our small businesses that is within our control?  

Ready to build your Small Business Case with Autobooks and Alkami?

Autobooks is an all-in-one product suite that directly integrates within Alkami's digital banking platform. 

Enable your small business clients to:

Better manage their cash flow

Maintaining healthy cash flow is critical to the success of a small business.  Our dashboard keeps them up to date on incoming, coming due and past due customer payments.  When Autobooks is installed, small businesses become more engaged with their financial institution.  

Half of the Autobooks small businesses log into the application every day.

Dashboard

Send digital invoices

Autobooks makes it simple for a small business owner to send professional invoices directly to their customers' inboxes.  Business owners can personalize invoices to suit their needs.  Uploading a logo and changing header colors provide a professional touch. 

To help with collections, invoices can be set to recur.  Automated reminders and late fees ensure nothing slips through the cracks. 

Each invoice delivered is branded with the financial institution’s logo.
Create invoice

Link to an online payment form

For small businesses that do not send digital invoices, Autobooks offers an online payment form.  Each business receives their own unique link when they enroll.  The payment form link can be shared through SMS, linked online, included in a social media post and more.  The end customer simply clicks on the link, inputs the payment information and submits. 

The Autobooks online payment form is the simplest way for small businesses and non-profits to get paid online.  
Payment form

Automate bookkeeping tasks

Backing the Autobooks platform is our own integrated accounting ledger.  Business owners no longer have to manage third-party applications that are difficult to use and rely upon fragile data connections with the financial institution. 

Our accounting was built for the small business owner, not their accountant. 
Payment form

Access real-time financial reports

Small businesses don’t have the time, or often the expertise, to keep up to date financial records.  With Autobooks, it’s simple.  When a business gets paid, their profit and loss statement is updated.  When the business sends a customer invoice, their balance sheet reflects the latest update. 

Automating financial report creation and access for small businesses creates more value for them, and their financial institution partner.
Profit and Loss

Autobooks Digital Banking Benefits

Deposit Growth

39%

Increased OLB Logins

4.5X

Daily Logins

50%

Small Businesses Love Autobooks

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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 account.

Peter Frontiera
Patriot Power Fluid

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Autobooks makes it simpler for church members to give, and it's easier for our record keeping, too. To have one software, one system, all in one place, streamlines the payment process for all involved.

Elias Garman
Mill Creek Community Church

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Autobooks allows us to quickly collect payment from customers after a class. This is a wonderful addition to Autobooks that I have been looking forward to — less paperwork and less checks lying around is fantastic!

Giovanni Caponi
First Response Training

orange_quote

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 account.

Peter Frontiera
Patriot Power Fluid

orange_quote

Autobooks makes it simpler for church members to give, and it's easier for our record keeping, too. To have one software, one system, all in one place, streamlines the payment process for all involved.

Elias Garman
Mill Creek Community Church

orange_quote

Autobooks allows us to quickly collect payment from customers after a class. This is a wonderful addition to Autobooks that I have been looking forward to — less paperwork and less checks lying around is fantastic!

Giovanni Caponi
First Response Training