Easily Manage Multiple Ledgers for Each Client
AgilLink offers the unique ability to maintain
multiple general ledgers for each of your clients.
For example, you can separately manage client entities
such as a music tour, a construction project, multiple
households, and charitable foundations, and roll
them up into a single accounting view.
Reduce Complexity and Cost with
Integrated Accounting and Banking
Designed to work with City National Bank’s
EASI Link®* service, AgilLink combines accounting
and banking functions into a single solution,
reducing complexity and total cost of ownership.
You also avoid the security risks of moving data
across separate solutions.
- Automatic bank reconciliation
- Delivery of bank statements
- Automatic download of credit card statements
- Notifications of banking activity and bank balances
- Payment execution, including book transfers,
- ACH, domestic wires and bill pay
This powerful integration eliminates the need
for duplicate entries into your accounting system
and your cash management banking system.
A combined interface for accounting, bill pay
and banking workflow helps reduce errors
and ensure accurate transaction processing.
Provide the Security and Privacy
Your Clients Expect
AgilLink gives you complete control over
access to systems and data. You can prevent
fraud through user-level, role-based permissions
with a multiple approval workflow and audit
trails. In the switch data center—a secure website
hosted through the City National® banking
platform—you can approve bills, view the
backup documents and search history, and
run reports. AgilLink employs rigorous
information security protocols, and we build
risk assessment capabilities into the solution.