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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

We handle all your accounting and administrative tasks, allowing you to concentrate on the crucial aspect of expanding your business. Utilizing Xero and various cloud-based solutions, we provide our clients with an up-to-date, transparent view of their operations. You can access your financial records at any time and from any location, eliminating the burden of software expenses. Our system also includes automatic daily bank feeds and ensures you're ready for IRS inquiries with secure and easily accessible receipt storage. In the event of an audit, you'll be well-equipped to substantiate your expenses. Are you frustrated with complicated financial statements that are hard to comprehend? We offer both conventional reports and user-friendly visual representations, making it easier for you to grasp your financial situation. With our services, you not only save time but also gain valuable insights into your business's financial health.

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

$9.00/month
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

Taxanista

Founded

2009

Country

United States

Website

taxanista.com/xero/

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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