For over 45 years AgilLink (formerly Datafaction) has focused on solving the pain points of adding the controls needed to offer multi-client bill payment and client accounting. We enable firms to scale their business while putting the proper controls and security in place.
AgilLink provides scale, control and security to family offices, business managers and sports professional firms that offer bill pay and accounting services for their high-net-worth clients. Our secure bill payment and specialized cloud accounting solution incorporates approval workflow, integration with City National Bank, document management and investment data integration.
Products & Services
- Financial reporting
- Bank reconciliation
- Remote payment approval
- Multi-users and multi-entity management with segregation of duties
- Payroll interface with leading payroll services
- Credit card statement processing
- Investment Data Integration
- Financial reporting maintained on a cash and accrual basis
- Drill-down functionality for financial reports
- Streamline accounts payable process with eBills
- Delivers invoices electronically
- Distribute invoices in bulk rather than individually
- Same straight-through processing as our Bank Reconciliation feature