AUTOBOOKS WEBINARS

On-Demand Recordings

Intro Webinar | June 3, 2025

Getting Started with Autobooks

NEW

Is supporting small businesses becoming a priority at your institution? Are you evaluating new digital banking tools for small businesses? Or maybe you're looking for a walkthrough and demo of the Autobooks solution to see if it addresses your customers' needs.

If any of these questions resonate with you, Getting Started is an on-demand webinar where we cover:

  • The small business market and its evolving payment need
  • A tour of the Autobooks application
  • Autobooks integration options with digital banking platforms
  • Best practices from financial institutions currently offering Autobooks to businesses and non-profits

Resources & links:

Download the Webinar Slides

Product Update Webinar | May 27, 2025

What's New With Autobooks: 
A Monthly Webinar Focused on Product Updates

It’s all about the small business experience here at Autobooks — and what we can do to make it better for your customers! That’s why we’re putting our user research and customer feedback into action, as we continue to improve our products and services.

Watch the next installment of our, monthly webinar series to find out more about our latest updates — and how they positively impact your institution and your customer base.

Resources & links:

Download the Webinar Slides

Hub Training | May 21, 2025

Make the Most of the Autobooks Hub

This on-demand session will focuses on three key topics:  

  • Serving Your Clients Better  
    Equip yourself with the knowledge to assist small businesses and non-profits effectively. From enrollment and underwriting to maximizing application value, we've got you covered.
  • Interpreting Key Data
    Discover how to read and make sense of the data within the Hub. Learn to identify important metrics that drive your Autobooks program.
  • Growing Your Autobooks Program
    Gain actionable insights on best practices for expanding your Autobooks install. Learn to identify key customers, help them get underwritten, and ensure they find value in your services. 

Resources & links:

Download the Webinar Slides

CEO Conversation | May 20, 2025

Building the All-in-One Small Business Platform

Join Autobooks CEO Steve Robert and CMO Derik Sutton for a timely conversation on the evolution of the Autobooks platform. They’ll share insights into the recent acquisition of Allied Payment Network, the upcoming launch of Autobooks Capital, and other strategic initiatives shaping the future of small business banking in 2025. 

When we talk to financial institutions, we hear the same thing: small businesses are underserved. They need simple, powerful tools that help them stay organized—and they want those tools built into the digital banking experience they already use. 


Resources & links:

Download the Webinar Slides

Intro Webinar | May 6, 2025

Getting Started with Autobooks

Is supporting small businesses becoming a priority at your institution? Are you evaluating new digital banking tools for small businesses? Or maybe you're looking for a walkthrough and demo of the Autobooks solution to see if it addresses your customers' needs.

If any of these questions resonate with you, Getting Started is an on-demand webinar where we cover:

  • The small business market and its evolving payment need
  • A tour of the Autobooks application
  • Autobooks integration options with digital banking platforms
  • Best practices from financial institutions currently offering Autobooks to businesses and non-profits

Resources & links:

Download the Webinar Slides

Product Update Webinar | April 29, 2025

What's New With Autobooks: 
A Monthly Webinar Focused on Product Updates

It’s all about the small business experience here at Autobooks — and what we can do to make it better for your customers! That’s why we’re putting our user research and customer feedback into action, as we continue to improve our products and services.

Watch the next installment of our, monthly webinar series to find out more about our latest updates — and how they positively impact your institution and your customer base.

Resources & links:

Download the Webinar Slides

Hub Training | April 16, 2025

Make the Most of the Autobooks Hub

This on-demand session will focuses on three key topics:  

  • Serving Your Clients Better  
    Equip yourself with the knowledge to assist small businesses and non-profits effectively. From enrollment and underwriting to maximizing application value, we've got you covered.
  • Interpreting Key Data
    Discover how to read and make sense of the data within the Hub. Learn to identify important metrics that drive your Autobooks program.
  • Growing Your Autobooks Program
    Gain actionable insights on best practices for expanding your Autobooks install. Learn to identify key customers, help them get underwritten, and ensure they find value in your services. 

Resources & links:

Download the Webinar Slides

Webinar | April 9, 2025

SmallBusinessGPT: Small Business Questions Asked and Answered

The small business banking landscape is evolving—fast. With fintech challengers like Square, QuickBooks, and PayPal gaining ground, and SMBs demanding more integrated financial solutions, how can financial institutions stay competitive?

Watch the on-demand recording of SmallBusinessGPT, an interactive webinar where we explored the most pressing small business banking trends.

Resources & links:

Download the Webinar Slides

Deposit Calculator (.xlsx)
Small Business Data Report
Business Checking Demo Page
Blog: How QuickBooks Became a Direct Threat to Banks

Intro Webinar | April 1, 2025

Getting Started with Autobooks

Is supporting small businesses becoming a priority at your institution? Are you evaluating new digital banking tools for small businesses? Or maybe you're looking for a walkthrough and demo of the Autobooks solution to see if it addresses your customers' needs.

If any of these questions resonate with you, Getting Started is an on-demand webinar where we cover:

  • The small business market and its evolving payment need
  • A tour of the Autobooks application
  • Autobooks integration options with digital banking platforms
  • Best practices from financial institutions currently offering Autobooks to businesses and non-profits

Resources & links:

Download the Webinar Slides

Product Update Webinar | March 25, 2025

What's New With Autobooks: 
A Monthly Webinar Focused on Product Updates

It’s all about the small business experience here at Autobooks — and what we can do to make it better for your customers! That’s why we’re putting our user research and customer feedback into action, as we continue to improve our products and services.

Watch the next installment of our, monthly webinar series to find out more about our latest updates — and how they positively impact your institution and your customer base.

Resources & links:

Download the Webinar Slides

 

Hub Training | March 19, 2025

Make the Most of the Autobooks Hub

This on-demand session will focuses on three key topics:  

  • Serving Your Clients Better  
    Equip yourself with the knowledge to assist small businesses and non-profits effectively. From enrollment and underwriting to maximizing application value, we've got you covered.
  • Interpreting Key Data
    Discover how to read and make sense of the data within the Hub. Learn to identify important metrics that drive your Autobooks program.
  • Growing Your Autobooks Program
    Gain actionable insights on best practices for expanding your Autobooks install. Learn to identify key customers, help them get underwritten, and ensure they find value in your services. 

Resources & links:

Download the Webinar Slides

Intro Webinar | March 4, 2025

Getting Started with Autobooks

Is supporting small businesses becoming a priority at your institution? Are you evaluating new digital banking tools for small businesses? Or maybe you're looking for a walkthrough and demo of the Autobooks solution to see if it addresses your customers' needs.

If any of these questions resonate with you, Getting Started is an on-demand webinar where we cover:

  • The small business market and its evolving payment need
  • A tour of the Autobooks application
  • Autobooks integration options with digital banking platforms
  • Best practices from financial institutions currently offering Autobooks to businesses and non-profits

Resources & links:

Download the Webinar Slides

Product Update Webinar | February 25, 2025

What's New With Autobooks: 
A Monthly Webinar Focused on Product Updates

It’s all about the small business experience here at Autobooks — and what we can do to make it better for your customers! That’s why we’re putting our user research and customer feedback into action, as we continue to improve our products and services.

Watch the next installment of our, monthly webinar series to find out more about our latest updates — and how they positively impact your institution and your customer base.

Resources & links:

Download the Webinar Slides

Read the Related Blog

 

Hub Training | February 19, 2025

Make the Most of the Autobooks Hub

This on-demand session will focuses on three key topics:  

  • Serving Your Clients Better  
    Equip yourself with the knowledge to assist small businesses and non-profits effectively. From enrollment and underwriting to maximizing application value, we've got you covered.
  • Interpreting Key Data
    Discover how to read and make sense of the data within the Hub. Learn to identify important metrics that drive your Autobooks program.
  • Growing Your Autobooks Program
    Gain actionable insights on best practices for expanding your Autobooks install. Learn to identify key customers, help them get underwritten, and ensure they find value in your services. 

Resources & links:

Download the Webinar Slides

Intro Webinar | February 4, 2025

Getting Started with Autobooks

Is supporting small businesses becoming a priority at your institution? Are you evaluating new digital banking tools for small businesses? Or maybe you're looking for a walkthrough and demo of the Autobooks solution to see if it addresses your customers' needs.

If any of these questions resonate with you, Getting Started is an on-demand webinar where we cover:

  • The small business market and its evolving payment need
  • A tour of the Autobooks application
  • Autobooks integration options with digital banking platforms
  • Best practices from financial institutions currently offering Autobooks to businesses and non-profits

Resources & links:

Download the Webinar Slides

Product Update Webinar | January 28, 2025

What's New With Autobooks: 
A Monthly Webinar Focused on Product Updates

It’s all about the small business experience here at Autobooks — and what we can do to make it better for your customers! That’s why we’re putting our user research and customer feedback into action, as we continue to improve our products and services.

Watch the next installment of our, monthly webinar series to find out more about our latest updates — and how they positively impact your institution and your customer base.

Resources & links:

Download the Webinar Slides

Read the Related Blog

Hub Training | January 22, 2025

Serve Your Clients Better, Interpret Key Data, and Grow Your Autobooks Program

This on-demand session will focuses on three key topics:  

  • Serving Your Clients Better  
    Equip yourself with the knowledge to assist small businesses and non-profits effectively. From enrollment and underwriting to maximizing application value, we've got you covered.
  • Interpreting Key Data
    Discover how to read and make sense of the data within the Hub. Learn to identify important metrics that drive your Autobooks program.
  • Growing Your Autobooks Program
    Gain actionable insights on best practices for expanding your Autobooks install. Learn to identify key customers, help them get underwritten, and ensure they find value in your services. 

Resources & links:

Download the Webinar Slides

Intro Webinar | January 7, 2025

Getting Started with Autobooks

Is supporting small businesses becoming a priority at your institution? Are you evaluating new digital banking tools for small businesses? Or maybe you're looking for a walkthrough and demo of the Autobooks solution to see if it addresses your customers' needs.

If any of these questions resonate with you, Getting Started is an on-demand webinar where we’ll cover the following:

  • The small business market and its evolving payment need
  • A tour of the Autobooks application
  • Autobooks integration options with digital banking platforms
  • Best practices from financial institutions currently offering Autobooks to businesses and non-profits

Resources & links:

Download the Webinar Slides