AgentLink

A closer look

AgentLink is an AI controller for CPA and fractional CFO firms. Connect one client's books and five minutes later a controller is running on them, under your firm's name. No behaviour change, no cadence change. It reads the bank and the ledger every day, keeps a rolling 13-week cash forecast current, checks the plan against cash, and carries what was decided on one call into the next. Client questions between meetings are handled under the firm's brand. What the firm gets: daily attention on every client instead of a monthly report, which carries a different price. Clients who hear from you first when something moves. Capacity to take on more client books without adding a person to watch them. Built for firms serving businesses in the $1 to $11M revenue range on QuickBooks Online or Xero.

Who it’s for

CPA firms with CAS practices Fractional CFOs Outsourced controllers

Where it runs / features

• Web

Product screenshots