AgilLink

AgilLink, formerly known as Datafaction, is a sophisticated accounting and bill payment software that has been meticulously designed to meet the unique needs of firms managing high-net-worth clients. This specialized platform is a powerful tool for family offices, business managers, and firms serving sports professionals, offering a range of features that streamline financial management while ensuring robust security and control. The software’s evolution from Datafaction to AgilLink represents a significant leap in functionality, particularly in its ability to handle the complexities associated with multi-client accounting and bill payment. One of AgilLink’s standout features is its secure bill payment system, which is seamlessly integrated with City National Bank’s Treasury capabilities. This integration not only simplifies the bill payment process but also introduces a layer of security and efficiency that is crucial for firms dealing with substantial financial transactions. The software supports configurable approval workflows, allowing firms to tailor the approval process to their specific needs. This ensures that all payments are processed with the appropriate level of oversight, reducing the risk of errors and unauthorized transactions.