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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Activate user approvals across all devices and provide tailored financial reports that include in-depth analysis and complete audit functionalities. Minimize accounting mistakes with automated bill payments and the generation of recurring invoices. Additionally, you can seamlessly import credit card statements from City National Bank into AgilLink. Oversee multi-entity general ledgers through an integrated workflow dashboard, effective management of consolidated financial periods, and a unified sign-on experience for accounting, bill pay, accounts receivable, document management, and online banking platforms. Enhance security and operational integrity with user-specific, role-based access permissions and maintain detailed audit trails supported by thorough information security assessments and protocols. This comprehensive approach ensures that all financial activities are not only streamlined but also secure and compliant.

Description

DocArrow serves as a comprehensive online document management solution, facilitating every stage of the document lifecycle, which includes creating templates, capturing documents via OCR, and storing them with a detailed version history. The platform also features advanced AI search capabilities, controlled sharing based on permissions, role-specific access management, streamlined approval workflows, PDF editing tools, and options for electronic signatures. Teams can maintain a singular authoritative record that includes all approvals and a thorough audit trail. Security measures feature AES-256 encryption for stored data, TLS 1.3 for data in transit, along with detailed audit logs to ensure accountability. Pricing options include a free tier, a Pro plan at $14 per month, a Business plan at $39 per month for each seat, and a customizable Enterprise plan. Overall, DocArrow enables organizations to effectively manage their documents while ensuring security and compliance throughout the process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Addepar Yes 

Integrations

Addepar No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free; Pro $14/month; Business
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

AgilLink

Founded

1976

Country

United States

Website

www.agillink.com

Vendor Details

Company Name

DocArrow

Founded

2024

Country

United States

Website

docarrow.com

Product Features

Accounting

Accounts Payable No 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management Yes 
Project Accounting Yes 
Purchase Orders No 
Tax Management Yes 

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

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