A specialized cloud accounting software and secure bill pay.

About AgilLink by Datafaction

AgilLink provides scale, control and security to family offices, business managers and sport management firms that offer bill pay and accounting services. The specialized multi-entity accounting and secure bill payment solution incorporates approval workflow, integration with City National Bank, document management and investment data integration.

Video Overview

  • General ledger
  • Accounts payable
  • Accounts receivable
  • Data integration
  • Bill pay
  • Multi-client entity management
  • Investment integration

Product Overview

User Reviews of AgilLink by Datafaction

★★★★★
★★★★★
Submitted on September 22nd, 2020 by an AgilLink by Datafaction user from Datafaction

Workflow based accounting solution combined with banking integration and imaging system.

The Good…

Allows for single entry accounting while featuring great security protocols.

The Bad…

Only integrates with City National Bank currently.

★★★★★
★★★★★
Submitted on April 9th, 2019 by an anonymous AgilLink by Datafaction user.

takes way too many steps to do anything

The Good…

nothing

The Bad…

not user friendly at all, too many steps to do anything

★★★★★
★★★★★
Submitted on February 4th, 2019 by an anonymous AgilLink by Datafaction user.

Its not user friendly, takes several steps to do any kind of entries, monthly fees adds up which doesn’t seem cost efficient compared to sage or quick book.

The Good…

nothing

The Bad…

too many steps to make any kind of entries.

★★★★★
★★★★★
Submitted on January 9th, 2019 by Mark Wickersham from Datafaction

Datafaction has gone through a complete overhaul. The product is now SaaS based with an easy to use web based interface that be be accessed from any where

The Good…

AgilLink by Datafaction has a number of strengths. We are a multi-user, multi-entity G\L with a strong accounts payable module. Because of our tight integration with City National Bank we offer secure bill payment and data flows seamlessly between the bank and our General Ledger reducing manual data entry.

The Bad…

Systems is designed to meet the needs of financial service firms such as business managers, CPAs and family offices. As such we do not have many of the functions you would expect for other small\mid size businesses usch as inventory tracking and job costing.

★★★★★
★★★★★
Submitted on July 22nd, 2015 by an anonymous AgilLink by Datafaction user.

One of the worst programs I’ve worked with. DOS interface that relies on a command prompt, with no help function or instruction manual. There are many functions the user simply cannot access, and you must call support and have them do it for you- which you are charged for. Very limited capabilities as far as compiling or printing reports. Using this program feels like going back in time to 1992.

The Good…

Honestly, nothing. Once you’ve worked with it a few years you can memorize how to get around in it (how to find functions or reports you’re looking for, the ridiculous number of steps you have to go through for something simple like a bank reconciliation- none of it is intuitive) and once you’ve memorized it it’s bearable, but not even close to good.

The Bad…

The interface is completely out-dated, even the simplest tasks have an overwhelming number of steps, many of the reports you look for aren’t even possible to print or export to excel, it’s compatibility with excel is laughable, nothing is intuitive, you will need to call support for certain tasks and will be charged for it- there’s no reason to use this software.

★★★★★
★★★★★
Submitted on September 24th, 2014 by erica from MT CORP

very intimidating software. it is very difficult to exit.

The Good…

not much…will not recommend.

The Bad…

make it easier for the user to exit.