Stop business banking churn before it starts: The Autobooks Hub now shows you who is shopping for third‑party tools outside of your bank in the Deposit Signal Table
Login to see a list of the small business owners who are linking their checking accounts to third party tools — giving you a chance to intervene and retain the deposit relationship before it’s too late.
January 2026 | Autobooks Hub
What's new
The Deposit Signal Table is now live in the Autobooks Hub for financial institutions on Autobooks Pro.
This table shows which of your small business customers are actively using competing platforms or connecting external bank accounts, including tools like QuickBooks, Square, PayPal, Venmo, and Bluevine.
The Autobooks Hub Deposit Signal Table tells you which customers most likely to leave your bank — and where they’re going — days, weeks, or months before they fully transition their deposits to another institution.
Why it matters
Customer churn seems to start with something so small, doesn’t it? A business owner needs to send an invoice or accept a credit card payment. Maybe they don’t know your bank offers these tools, so they start using a third party app instead. But after they send their invoice or accept their payment, that third party brand starts pushing more features — features that compete directly not just with advanced receivables or payables products you offer, but with your core business: checking accounts.
Before you know it, your long-time small business customer is setting up a checking account with a third party app, using that account as their primary operating account, and diverting those deposits that once flowed into your institution.
But what if there was a way to stop this customer from leaving your institution? What if you could see who is shopping for tools your bank already offers, reach out to the customer about the product or service they’re looking for, and stop them from ever getting to the point where they might consider moving their deposits away from your bank?
The Deposit Signal Table provides that visibility with a targeted view of who is shopping and what they’re shopping for. It gives you and your team the insight you need to reach out proactively and deepen your customer relationship — instead of watching small businesses churn to competitor’s app.
From the table, click a small business name to open the Small Business Detail view and see what’s at stake. In seconds, activity history and account balances reveal the true depth of the relationship — turning a signal into a clear call to action.
How it works
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The Deposit Signal Table appears under Data in the Autobooks Hub
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It identifies small businesses that have connected external bank accounts or are receiving deposits from competitors such as QuickBooks, Square, PayPal, Venmo, or Bluevine
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Financial institutions see alerts in the Hub when new competitive activity or external connections are detected
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Bankers can use these early signals to engage customers sooner, reinforce the bank’s value, and keep more of the business’s cash flow anchored at the institution
Who it’s for
Financial institutions on Autobooks Pro using the Autobooks Hub.
Interested in learning more about Autobooks Pro? Reach out to our team to learn more.