Three things AgentLink runs for you. The moment they matter.
Bookkeeper keeps the books. CPA signs the return. AgentLink runs the week.
Life with AgentLink
You stop bracing. You start building.
Books record transactions.
AgentLink remembers decisions.
Your finance memory used to live in someone's head. Now it lives in the system.
What Your Books Record
- Vendor X charged $2,400 on March 3rd
- Invoice #47 is 30 days overdue
- $600/month charge from Vendor Y
What AgentLink Record
- Same vendor charged the same amount last October — your bookkeeper reviewed it then, decided it was expected
- Customer paid within 5 days last time you nudged them in September — same playbook ready to run
- Vendor A accepted a 30-day delay twice before. Vendor B has a penalty clause. You already know the call
Every decision you make gets verified, learned, and saved. The longer it runs, the sharper it gets.
Two ways to run finance with AgentLink.
One where you close the month. One where we do.
Loading plans...
No seat limits. No question caps. The whole team uses it, the whole month.
Frequently Asked Questions
Everything you need to know about using AgentLink
It depends on which plan.
Operate keeps your team in place. AgentLink runs the week, your bookkeeper or controller still owns the books. They get cleaner data and a better month-end handoff.
Operate + Close replaces the monthly close work. Our partner network handles categorization, reconciliation, accruals, and the CPA-ready package. If you have a bookkeeper or controller doing month-end today, you likely don't need them anymore.
Run finance forward.
Two ways to get started — software only, or software with month-end handled.