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Upgrade Your Small Business Relationships

With Small Business Embedded Finance, business owners can easily send digital invoices, accept online and in-app payments, pay bills, and manage cash flows directly with their bank.* Protect and grow business relationships by enabling businesses to get paid and manage their finances directly from your digital banking channels, not a third-party app.

Small Business Embedded Finance helps business customers get paid and financial institutions stay ahead of the competition.

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WEBINAR

Getting Started Webinar

We’ll provide an overview of the new Small Business Embedded Finance product suite, answer frequently asked questions and provide guided next steps to get started.

Register   
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VIDEO

With Small Business Embedded Finance, Loyalty Is Yours

Protect and grow small business relationships by upgrading your small business banking experience. See how embedded finance enables small businesses to thrive within your bank channels instead of having to rely upon competitive third-party apps.

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EXECUTIVE BRIEF

Understand the Challenges, Know the Solution

Financial institutions are faced with a myriad of technology decisions. Learn how this one may be the easiest, most effective one your team can make.

Pick the Plan for Your Financial Institution

Embedded Solution

Small business tools and financial institution insights for your existing digital banking channels.

FREE - launch at no additional cost to your FI.

Get started

•   Accept digital payments module (in-app or online)
•   Send online invoices module
•   Accounting upgrade available within each module
•   Module usage reporting for your Fl
•   On-demand training and customer service resources

Enterprise Solution

​Additional program reporting, customer services capabilities, and data-driven features to accelerate your small business growth opportunity.


Enable the experience

•   Includes ALL Embedded features
•   Data-triggered messaging features
•   Small business share of wallet reporting
•   Assigned account manager
•   Bank, branch, and banker level program reporting
•   Quarterly staff training

Getting Started

Now that you know what SMB Embedded Finance can do for your financial institution and for your important business customers, learn more about pricing, features, and get answers to your questions.

Pricing

SMB Embedded Finance offers a no-cost model for financial institutions with opportunities to upgrade and increase revenue streams.

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Tour the Basic Features

Understand the features of SMB Embedded Finance and what your business customers will experience. From the dashboard, to invoicing, to accepting payments, they will benefit from ease-of-use delivered by their favorite financial institution.

Read the Features Guide   

You Have Questions, We Have Answers

Take a look at the most commonly asked questions and answers. If you don’t see your question on there, you can always reach out directly to us.

Download the FAQs   
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Train and Go-to-market

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Review Our Training Plan & Resources

Prepare your staff for a successful deployment with our proven, four-step training plan. This guide also includes links to pre-built training resources (webinars, videos, guides, and more) designed to help your institution support the ever-evolving needs of your small business and non-profit customers.

Read the Training Guide for Financial Institutions 
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Reach More Small Businesses and Non-Profits

Our go-to-market (GTM) guide will help your institution better understand the value of this exciting new solution, as well as the strategy that goes into promoting it to small business owners. This guide includes a brief introduction to the small business market, as well as an overview of GTM assets available now.

Download the Go-To-Market Guide  
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How to Enable the Receivables Modules

Learn more about the behind-the-scenes, technical steps involved in order to configure and enable the embedded digital payment acceptance modules at your institution.

Access the Configuration Guide 

* Certain capabilities, including payments services, are provided by third parties and/or regulated financial institutions, subject to their terms and conditions. Click HERE for Autobooks terms and conditions.