Help your small businesses get paid. Stay ahead of the competition.

Watch this short video to see how your small business clients can send invoices, accept payments, and manage cash flow directly inside your digital banking platform.

Autobooks seamlessly integrates into CSI's digital banking system allowing businesses to send digital invoices, get paid and manage cash flow in a unified digital experience.

 

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Invoicing Give your SMB clients the ability to easily 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 CSI.

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

Payment Form

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 your CSI online and mobile banking

Autobooks is so much more than just payments and invoicing. The full suite — available with your CSI digital banking — 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. 

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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 of your CSI 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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FINANCIAL REPORTING Balances, budgets and bottom lines — give your SMBs much-needed reporting functionality

Give your small business clients immediate visibility into the details that matter — like vendor balances, profit and loss statements, and balance sheetsAll reports automatically update behind the scenes, so owners can focus on the bottom line.

It’s all available in one convenient placeinside your CSI digital banking. 

Grow non-interest income in three ways with Autobooks.

When an SMB uses Autobooks, they opt into a monthly fee and agree to pay interchange fees on processed transactions.
A portion of the revenue is shared back with your financial institution.

 

Implementation

Monthly fee

$10
Compete

Card processing rate

2.89%
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ACH processing rate

1%

 

Ready to get started?

Access our free onboarding resources now — just click the next step button below.

 

Autobooks Product Tour

In this overview, we cover all of the important features and functionality of the Autobooks small business solution.
  

Merchant Onboarding Tour

Before using Autobooks for the first time, a small business owner must go through enrollment. The process itself is straightforward, and usually only takes a few minutes.

Launch Timeline

This document serves as an overview of the launch and implementation process for FIs to set up Autobooks inside their digital banking environment.

Launch Kit

This kit serves as a collection of samples and resources to guide FIs as they launch a successful go-to-market initiative and drive SMB adoption of the Autobooks solution.

Better Serve and Monetize SMBs

In this overview of Autobooks, you will find eye-opening information that highlights the success that other financial institutions have experienced with our solution.

Autobooks Product Demo

This video serves as a demo of the Autobooks user experience — and highlights a wide range of features and functionality that is available to an SMB owner.

Next: Get Started