Better Serve and Monetize SMB Relationships

Offer your small businesses what they really need — digital invoicing, online payment acceptance, and financial management tools.

Autobooks directly integrates into your existing CSI online and mobile banking.

Create an Invoice (3) (1) Accept Payments (4) (1)-1 Dashboard (7)

The small business landscape has changed dramatically

(but most FIs haven't kept up).



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Businesses are shifting online (and they’ll need more than business checking to succeed).

Business is moving from in-person to online and small business owners are having to adjust.

Autobooks integrates directly into your CSI digital banking channels so that small business owners can:

  • Send digital invoices
  • Accept online payments
  • Manage their cash flow
  • And more
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Businesses need to accept online payments (and the ability to send invoices, too).

Whether it’s digital invoices or direct payments, businesses need a simple way to get paid online.

With Autobooks inside CSI, a business owner can set up payments to suit their specific needs:

  • Customize invoices with business branding
  • Adjust payment language for contributions/donations
  • Set one-time or recurring payments
  • And more
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Businesses are turning to non-bank providers (and their deposits are coming with them).

The competition for small business relationships has never been more fierce. Non-banks are effectively displacing SMB deposits by facilitating payment acceptance.

Autobooks with CSI re-engages businesses by letting them:

  • Receive payments faster
  • Deposit funds directly into their business account
  • Minimize exorbitant service fees

Upgrade small business banking with Autobooks — available

with your CSI digital platform.

Revenue Share

Grow small business deposits and generate non-interest fee income.

Credit and debit cards

Transform online banking into an e-commerce hub for SMB customers.

Refer Autobooks

Support your small businesses with the tools and service they deserve.

Melissa Eggleston Headshot

"We deployed Autobook’s Invoicing and Account Management tool within our app in a matter of weeks. On day one of launch, literally within minutes (22 to be exact), we saw one of our business customers sign-up for Autobooks, send out an invoice, AND receive their first payment. This is indeed a game-changer!"

Melissa Eggleston
Chief Deposit Officer, EVP – nbkc

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