THE PREMIER ACCOUNTING SOLUTION FOR YOUR HIGH-NET-WORTH CLIENTS WITH UNIQUE AND COMPLEX ACCOUNTING NEEDS.



FEATURED IN ACCOUNTING TODAY'S 2018 LIST OF "TOP NEW PRODUCTS"

FAMILY WEALTH ALLIANCE 2018 BEST IN THE INDUSTRY AWARDS FINALIST FOR "TECHNOLOGY SOLUTION PROVIDER"

 

FAMILY WEALTH REPORTS 2018 AWARDS NOMINEE FOR "BEST ACCOUNTING SOLUTION"

Armanino Business Management & Family Office Services

"I’ve been training with Andy on AgilLink and wanted to let you know that he has been amazing. It has been a power training and I totally get it...he has been incredibly helpful and made it a fun experience to learn this new system where I can actually retain everything!"

Lori Bernstein
Supervising Senior Account Manager
Armanino

Mike Merriman

We ran about 15 invoices today and they all went through without a problem. SUCCESS! This saves us so much time. Thanks for listening to us and make this change happen!

 

Mike Merriman
President and Founder
PARR3


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TRANSPARENTLY MANAGE CLIENT RELATIONSHIPS 

Enable end-user approvals on any device and deliver customized financial statements with detailed drill-down and full audit capabilities. 

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ACCURATELY PROCESS HIGH VOLUME TRANSACTIONS

Reduce accounting errors with bill pay and recurring invoice generation. You can also import City National Bank credit card statements directly into AgilLink. 

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MAXIMIZE PRODUCTIVITY OF YOUR PROFESSIONAL STAFF

Manage multi-entity general ledgers with a comprehensive workflow dashboard, consolidated financial period management, and single sign-on across accounting, bill pay, accounts receivable, document management and online banking systems. 

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CONFIDENTLY PROTECT INFORMATION AND PRIVACY

Leverage a high level of security and business controls with user-level, role-based permissions and audit trails backed by information security risk assessments and protocols. 


TRUSTED BY LEADING ENTERTAINMENT BUSINESS MANAGEMENT FIRMS AND FAMILY OFFICES

Founded in 1976, Datafaction has more than 40 years of industry leadership and expertise. Our clients trust and rely on our software for their critical business operations.

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