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Average Ratings 0 Ratings

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ease
features
design
support

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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

FINORB, a financial software solution created by FSL Software Technologies Ltd., offers a thorough approach to daily accounting and detailed portfolio creation and analysis, enriched with research insights to aid in wealth management and risk assessment for effective risk control. The platform outlines systematic procedures for both individual and group account and portfolio construction, ensuring cohesion among related entities. By providing an easy data import feature for stock and mutual fund transactions, FINORB streamlines the entry process, allowing for the generation of Profit and Loss statements and Balance Sheets in both individual and consolidated formats. Additionally, its portfolio analysis capabilities facilitate the development of a well-rounded portfolio while also allowing for the creation of tailored model portfolios to suit varying investor requirements. This makes FINORB a versatile tool for financial management and investment strategy formulation.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Addepar

Integrations

Addepar

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AgilLink

Founded

1976

Country

United States

Website

www.agillink.com

Vendor Details

Company Name

FSL Softtware Technologies

Country

India

Website

www.finorb.com

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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