As we reflect on 2024, Autobooks is proud to highlight some of the year’s most impactful product updates. From streamlining online payment capabilities with features like Checkout Pages to enhancing service and reporting tools for financial institutions, this year’s innovations align with Autobooks’ mission to transform small business banking—for both end customers and financial institutions alike.
SMALL BUSINESS FEATURE
Small Business Product Spotlight: Checkout Pages
This year, one of our most impactful feature launches was Checkout Pages, a game-changer for businesses and non-profits looking to take their operations online quickly and effortlessly. Designed to simplify e-commerce, Checkout Pages empower users to sell products, collect membership fees, and accept donations with ease—all while keeping funds directly deposited into their accounts at their financial institution.
What Makes Checkout Pages Stand Out?
Checkout Pages are a flexible, user-friendly solution for businesses of all sizes. Here’s what sets them apart:
- Quick and Simple Setup: Users can create a functional e-commerce page in just a few clicks by adding a product name and price.
- Customizable Options: Detailed product descriptions and fields for additional customer information make Checkout Pages versatile for a variety of use cases.
- Seamless Sharing: Share pages via text, email, websites, QR code, or social media, helping businesses connect with customers wherever they are.
The Value for Businesses and Financial Institutions
Small businesses and non-profits often face barriers when moving online, but Checkout Pages eliminate these hurdles with a streamlined setup process. For financial institutions, this feature strengthens customer relationships by offering a powerful payment solution that keeps deposits in-house.
The Impact
Since its release, Checkout Pages have enabled businesses and non-profits to modernize their payment processes and expand their reach. From selling products to collecting donations, this feature has proven to be one of our most valuable updates in 2024.
"[Checkout Pages] came out, and it seemed more versatile and appropriate for what I was doing. That morning, within about 10 minutes, I had my first page created, wrote up an email, sent it out, and already had people who paid. The feedback I got was that it was easy-peasy. Thanks a lot for doing this."
Kathy, Non-Profit Treasurer
"Everyone’s scrolling on Instagram, especially kids in our wheelhouse of advertising. Or families—moms and dads that are on there—they see this program, look at it, and can go into our bio, click on the link I have there, and find the programs and links [to our Checkout Pages]."
James, Athletic Coach and Trainer
As more and more businesses and non-profits leverage Checkout Pages to accept payments, and provide our team valuable product feedback, look for more enhancements to Checkout Pages in 2025!
AUTOBOOKS HUB FEATURE
Autobooks Hub Product Spotlight: Customized Dashboards
In May, Autobooks launched Customized Dashboards in the Autobooks Hub, empowering bankers to build custom dashboards that easily communicate program metrics for program owners and stakeholders. This update enables users to build personalized dashboards using drag-and-drop tiles to track enrollments, monitor payment activity, and more easily track banker-defined program metrics.
What Makes Customized Dashboards Stand Out?
- Tile Library: Easily drag and drop tiles to create or enhance dashboards with key data and insights.
- User-Friendly Tools: Resize tiles, filter data, and preview changes seamlessly.
- Flexibility: Customize standard dashboards or build entirely new ones to fit unique needs.
The Value
Customized Dashboards simplify data management, enabling financial institutions to create custom views of bank-defined program metrics. Creating customer dashboards streamlines daily, weekly, monthly, and quarterly program checkpoints — making Autobooks program updates easier to share with team members.
The Impact
Since its launch, Customized Dashboards have empowered Hub users to build Autobooks program views that make day to day operations simpler, and recurring business review meetings more impactful.
Look for more Autobooks Hub reporting and program management feature updates in 2025!
SMALL BUSINESS FEATURE
Small Business Product Spotlight: Tap to Pay on iPhone
This year, Autobooks introduced several key enhancements to our Tap to Pay on iPhone solution, delivering more tools to support small businesses and improve customer experiences. From making digital receipts more accessible to streamlining tax compliance and enabling tipping, these updates are designed to help businesses operate more efficiently while meeting their customers' evolving expectations.
What Makes Tap to Pay on iPhone Even Better?
- Text a Receipt: With this enhancement, businesses can now send digital receipts via text message immediately after a transaction. This feature eliminates the need for printed receipts, offering convenience for customers and helping businesses maintain clean, digital records.
- Sales Tax Integration: Businesses can configure sales tax directly in their Autobooks dashboard, ensuring accurate, automated tax application during transactions. This simplifies compliance and reduces manual errors, making tax season less stressful.
- Tipping Options: Service-based businesses can now enable tipping directly in Tap to Pay on iPhone. This functionality allows customers to add gratuities during transactions, enhancing the payment experience and helping businesses better support their staff.
The Value for Businesses and Financial Institutions
These enhancements are designed to make Tap to Pay on iPhone an even more powerful tool for small businesses. Features like text receipts and tipping improve customer interactions, while automated sales tax application reduces administrative burdens. For financial institutions, these updates enhance the value they offer to business customers, strengthening their position as trusted partners in commerce.
The Impact
Since introducing these updates, we've seen businesses across various industries embrace the expanded capabilities of Tap to Pay on iPhone. Whether it's a café streamlining tipping or a non-profit simplifying payment records with text receipts, these features are making a real difference in day-to-day operations.
As we look back on 2024, these enhancements exemplify our commitment to empowering businesses with solutions that are as effective as they are easy to use. Stay tuned for more exciting updates as we continue innovating in 2025!
AUTOBOOKS HUB FEATURE
Autobooks Hub Product Spotlight: Enhancing Customer Service and Communication
As we reflect on 2024, Autobooks is proud to highlight significant advancements in our customer service tools and communication strategies. This year, we prioritized improving financial institutions' ability to support small businesses effectively and enhancing email communications for customer engagement.
Revamped User Status Updates
We introduced detailed user status tracking within the Autobooks Hub to better reflect small businesses' onboarding journeys. Financial institutions can now distinguish between general usage and payment processing statuses, allowing for targeted support and improved customer engagement.
Key updates include:
- Expanded status categories (e.g., Accepted Terms, Under Review, Approved).
- Enhanced visibility into payment application statuses (Credit Card and ACH applications).
- Removal of outdated statuses, simplifying administration processes.
These refinements streamline the experience for both small businesses and their financial institutions, ensuring smoother onboarding and quicker issue resolution.
Enhanced Email Communication
In 2024, we reimagined our customer communication strategies, focusing on personalized content to foster engagement.
Updates included:
- Dynamic, visually engaging emails featuring animations and step-by-step guides.
- Content tailored to key user milestones: First Use, Ongoing Use, and Awareness.
These efforts have boosted onboarding and retention by helping small businesses unlock the full potential of Autobooks’ tools and services.
Looking Ahead
As 2025 approaches, Autobooks remains committed to innovation, ensuring financial institutions and small businesses are equipped to succeed. From onboarding to ongoing engagement, our mission is to empower our customers with tools and strategies for seamless small business banking.
Check back soon for more highlights from 2024!