Autobooks Blog

2024 Year in Review: Upgrading Small Business Banking

Written by Autobooks | Dec 2, 2024 9:52:47 PM

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!

 

 

Check back soon for more highlights from 2024!