AgilLink is a specialized cloud accounting and bill payment software. It is designed for family offices, business managers, and sports professionals. Some users find the interface less intuitive than mainstream accounting tools. However, it offers streamlined bill payment, integrated workflows, and multi-entity accounting for better control and security.
AgilLink Specifications
Financial Reporting
Invoice Management
Expense Tracking
Tax Management
What Is AgilLink?
AgilLink is a secure cloud accounting and bill payment software tailored for family offices, business managers, and sports professional firms serving high-net-worth clients. The platform streamlines client accounting, general ledger management, and bill payment workflows with embedded banking and document imaging. Its cloud-based accessibility enables financial teams to manage accounting and payments from anywhere, ensuring robust security, improved efficiency, and greater control over financial processes while supporting firms in scaling their operations effectively.
AgilLink Pricing
AgilLink Integrations
Who Is AgilLink Software For?
AgilLink is ideal for industries that require secure bill payment and multi-entity accounting support, including:
- Family offices
- Business managers
- Sports professional firms
- Nonprofits
Is AgilLink Right For You?
AgilLink could be a strong fit if your operations demand secure, multi-entity accounting and embedded banking workflows tailored to family offices or high-net-worth client management. Its standout feature is its banking integration and document imaging, though be mindful of the steeper learning curve compared to more mainstream accounting tools.
Still doubtful if AgilLink software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
AgilLink Features
AgilLink automates multi-client bill payment, offering a secure and scalable solution. It ensures timely payments, maintains audit trails, and provides configurable approval workflows to enhance control and compliance.
See How It WorksThe cloud-based, multi-entity general ledger is designed specifically for firms serving Ultra-High-Net-Worth clients. It improves efficiency in client accounting, financial reporting, and overall management.
See How It WorksThrough its integration with City National Bank, AgilLink provides treasury management and embedded banking functions. This seamless connection supports enhanced financial oversight, liquidity management, and real-time payment processing.
See How It WorksAgilLink aggregates investment and account data from multiple custodians and financial platforms. It consolidates information into a unified view, transforms raw data into journal entries, and enables comprehensive client reporting, giving firms a complete and accurate picture of client wealth for efficient decision-making.
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