AgilLink℠ by Datafaction®
Leveraging more than 40 years of experience delivering specialized accounting software to business management firms and family offices, we have created AgilLink. It’s an easy-to-use, cloud-based solution with mobile access and comprehensive, secure business controls.1
Easily Manage Multiple Ledgers for Each Client
AgilLink offers the unique ability to maintain multiple general ledgers for each of your clients. For example, you can separately manage client entities such as a music tour, a construction project, multiple households, and charitable foundations, and roll them up into a single accounting view.
Reduce Complexity and Cost with Integrated Accounting and Banking
Designed to work with City National Bank’s EASI Link® service, AgilLink combines accounting and banking functions into a single solution, reducing complexity and total cost of ownership. You also avoid the security risks of moving data across separate solutions.
- Automatic bank reconciliation
- Delivery of bank statements
- Automatic download of credit card statements and transactions
- Notifications of banking activity and bank balances
- Payment execution, including book transfers
- ACH, domestic wires and bill pay
This powerful integration eliminates the need for duplicate entries into your accounting system and your cash management banking system. A combined interface for accounting, bill pay and banking workflow helps reduce errors and ensure accurate transaction processing.
Provide the Security and Privacy Your Clients Expect
AgilLink gives you complete control over access to systems and data. You can prevent fraud through user-level, role-based permissions with a multiple approval workflow and audit trails. In the switch data center—a secure website hosted through the City National® banking platform—you can approve bills, view the backup documents and search history, and run reports. AgilLink employs rigorous information security protocols, and we build risk assessment capabilities into the solution.
1Datafaction is an RBC company and is an affiliate of City National Bank, Member FDIC.