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.
Ready to see AgilLink in Action?
Enter your information below and a member of our team will contact you.