SOFTWARE DESIGNED SPECIFICALLY FOR HIGH-NET-WORTH ACCOUNTING NEEDS
Datafaction services the needs of family offices, business managers and sport management firms that offer pay bill and accounting services. Our specialized accounting and secure bill payment solution incorporates document management, approval workflow and online integration with City National Bank.
SOFTWARE DESIGNED SPECIFICALLY FOR
HIGH-NET-WORTH ACCOUNTING NEEDS
FOR BUSINESS MANAGERS who handle sensitive client engagements, provide guidance, deliver analysis, resolve issues and assist with big-ticket transactions. Now you have a system that allows you to act and coordinate across wealth, legal and tax issues so you can help grow your clients’ wealth.
FOR ACCOUNTANTS AND BOOKKEEPERS who need to maintain current and accurate records, remain compliant with regulations, generate reports and report packages, and prepare tax filings. Now you can ease your demanding workflows with simplified account transitions and quicker transactions.
AgilLink by Datafaction provides powerful timesaving integration with City National Bank, eliminating the need for duplicate entries into your accounting system and cash management banking system.
Automated Banking Integration saves time with:
- Automatic bank reconciliation
- Delivery of bank and credit card statements
- Notices of banking activity, transactions and changes to balances
- Real-time bank balances
- Check Positive Pay
- Imports City National Bank credit card statement details and images
- End-to-end payment processing through City National EASI Link®
- Book transfers
- Domestic wires
- Bill pay and stop payments
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