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Integrated Client Accounting

Is your accounting system last to know about all the activity in your client’s accounts? Are you months behind on bank reconciliation? These are symptoms of not having an integrated bill pay and client accounting system.  

Firms struggle to deliver these solutions at scale due to: 

  • Systems that do not talk to each other.

  • Reliance on a consumer-based technology.

AgilLink is purpose built for Business Managers, Family Offices and Sports Professional Firms allowing you to scale your client accounting service while having the proper controls in place. 

Our General Ledger Offers

Cloud Accounting

Work securely from anywhere you have an internet connection with our two-factor authentication and mobile app.



Investment Data Integration

Our unique investment data aggregation and integration with InvestLink automates the process of creating a complete 360-degree view of your client’s wealth.

Consolidated Reporting
Run consolidated financial reports for multiple entities with multiple levels of detail for both closed and open periods.
Automated Bank Reconciliation

Integration with City National Bank streamlines the bank and credit card reconciliations.



Manage 1099 Contractors
1099 filing is a lot easier when it’s built right into the system.
Manage Cash Flow
Our integration with City National’s Treasury Management platform provides intra-day balances and activity.

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