Inside Small Business Banking
Insights and perspectives that get you up to speed on the changing landscape of small business banking.
For a small business, the checking account is more than a holding place for deposits and debits — it’s the financial nerve center of the business. It’s where customer payments land, expenses flow out, and the owner’s financial decisions take shape.
When bankers talk about “small business customers,” the mental picture is often the same: A bustling local business with a loyal customer base, a team of employees, a healthy revenue stream, and a finance team running QuickBooks like clockwork.
Small businesses are evolving, and so are their financial needs. In today’s digital-first economy, small business owners expect more than a traditional checking account. They need tools to manage payments, track cash flow, automate accounting, and access capital — all ...
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Supporting Small Business
Why Accounting Belongs in the Business Checking Experience
For a small business, the checking account is more than a holding place for deposits and debits — it’s the financial nerve center of the business. It’s where customer payments ...
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Transforming Digital | Supporting Small Business
Rethinking Small Business Banking: Seeing the Opportunity Below $1M
When bankers talk about “small business customers,” the mental picture is often the same: A bustling local business with a loyal customer base, a team of employees, a healthy ...
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Transforming Digital | Growing Revenue | Supporting Small Business
Unlocking the Full Value of Small Business Banking: Introducing the New Autobooks Packages
Small businesses are evolving, and so are their financial needs. In today’s digital-first economy, small business owners expect more than a traditional checking account. They need ...
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Transforming Digital
Rethinking Business Checking: Why It's Time for Banks to Modernize
Business checking accounts have long been the cornerstone of small business banking. Yet, for many financial institutions, these accounts have remained largely unchanged — ...
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Supporting Small Business
Introducing Autobooks Capital: Empowering Financial Institutions to Support SMBs' Working Capital Needs
Small and medium-sized businesses (SMBs) are the backbone of our economy, yet they often face significant challenges in managing cash flow. Delayed payments, extended receivables, ...
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Gaining Perspective
Reviewing the Allied Payment Network Acquisition: Key Takeaways from the CEO Webinar
Autobooks CEO Steve Robert and CMO Derik Sutton hosted a webinar on May 20, 2025 and shared important updates about the acquisition of Allied Payment Network. This post highlights ...
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Transforming Digital
From Tools to Transformation: Why Small Business Owners Need One Place to Manage It All
Let’s Recap: The Small Business Banking Opportunity Banks and credit unions have an opportunity to simplify business banking — and strengthen relationships in the process.
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Transforming Digital | Supporting Small Business
Bringing It All Together: Why Autobooks Acquired Allied Payment Network
By Steve Robert, CEO
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Transforming Digital
The Big Opportunity in Small Business Banking — and Why Banks Must Move Now
Let’s Recap: The Small Business Banking Opportunity Missed our latest Autobooks webinar? No worries — we’ve got you covered. This post serves as your study guide to the key points ...
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Transforming Digital | Gaining Perspective
How QuickBooks Became a Direct Threat to Banks
In the past, banks and credit unions could count on small businesses to open checking accounts, apply for loans, and process payments within their walls. Today, that’s no longer ...
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Financial Institutions | Gaining Perspective
Five Strategies for Small Business Success — Part 2: Fintech Partnerships, Accounting Integration, and Relationship Banking
In Part 1 of this series, we explored how financial institutions can enhance personalization and payment capabilities to better serve small business customers. But to fully ...
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Growing Revenue | Gaining Perspective
Five Strategies for Small Business Success — Part 1: Unlocking Growth through Personalization and Payments
Small businesses are essential to local economies, yet many financial institutions struggle to meet their evolving needs. With increasing competition from fintechs and third-party ...