Looking for resources to build your business case?

Watch this short introduction of our product and launch resources.

There's two ways to integrate Autobooks into your
Q2 digital banking platform.


Direct Integration

Users can easily locate Autobooks as a menu option within online and mobile banking and enroll directly. Once enrolled, the user can start with Autobooks immediately, via a dedicated interface that overlays your FI’s  digital banking.

Your FI also has the option to deploy a Send Invoice and Accept Payment module. This added functionality would appear within the banking navigation and heighten visibility for users who may be searching for this very solution.

Marketplace Integration

Users in search of a small business solution can easily locate Autobooks under the Marketplace menu — located within the FI’s online and mobile banking navigation.

Once purchased, the user can enroll and get started with Autobooks. And just like direct integration, the Autobooks user experience also relies on an intuitive interface that overlays your FI’s online and mobile banking.

Which integration path is right for your FI?

With Autobooks and Q2, you have options. Watch this video to learn more about which path would work best for your specific circumstance: direct integration or marketplace integration. Either way, your small business clients win.

Autobooks lets businesses send digital invoices, get paid, and
manage cash flow — all from within your Q2 online banking.


Create an Invoice (3)

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 Q2.

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

Accept Payments (4) (1)

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.

Accounting Overlay - Q2

Autobooks Product Suite A complete small business solution, inside your Q2 online and mobile banking

Autobooks is so much more than just payments and invoicing. The full suite — available with your Q2 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. 

Accounting (1) (1)

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 Q2 digital banking channels. 

Now SMB owners can stay on top of things with an easy-to-use accounting product built especially for them. 

Reports (1)

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 Q2 digital banking. 

Our popular receivables tools — now available as a stand-alone option

Autobooks may be a complete small business solution, but not every business needs it all. Now our popular receivables tools — invoicing and payment acceptance — can be made available to your SMB customers.



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.



Monthly fee


Card processing rate


ACH processing rate



Financial institutions that have empowered their small business clients,
thanks to Autobooks and Q2



For our launch plan, we launched with a waitlist. We emailed our customers, announcing the Autobooks partnership and the benefits of the solution for small businesses.  Within a couple of days, we had over 100 small businesses raise their hand, saying, "Hey, I want to be on that waitlist."

Evan Ashcraft


First Bank is committed to being the best bank for small businesses, so the decision to add Autobooks was an easy one. 

Everything is extremely accessible from within our online and mobile banking platforms, and it automates a number of otherwise time-consuming, complicated processes for our clients.

Jenna Williams
First Bank, North Carolina


We have other treasury management services and ancillary products, but if I had to highlight what makes business membership different at 4Front Credit Union it would absolutely be the Autobooks product.

Keith Carey
4Front Credit Union


Since we launched Autobooks, we're seeing business owners that had accounts at other financial institutions actually bring their business over to Community Choice Credit Union.  

For existing members that had accounts with us, we've been able to leverage Autobooks to become their primary financial institution.  

Dan Munro
Community Choice Credit Union


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