Checks performance.
Tracks actuals against budgets and targets, bringing variances into view.
For CPA and fractional CFO firms
Your client wants two contractors.Can the plan absorb it?
The budget holds the plan. The bank holds today’s cash. Your client’s question needs the two in the same picture.
When a client’s next move meets the annual plan.
Inbox1 new
Today
Your client
Two contractors for next monthI’d like to bring on two contractors…
New email from your clientTwo contractors for next month
Inbox
Two contractors
for next month
for next month
C
Your clientto you ▾
Hi,
I’d like to bring on two contractors next month.
Can we do that?
Thanks.
Reply to your client…
A new commitment arrives as a sentence, not a report request.What brings the two together? ↓
Client request / Working analysisFebruary 14
“Can we afford two contractors
starting next month?”
starting next month?”
BudgetCheck room against existing commitments.
BooksReconciled through January 31.
BankFebruary 1–14 activity available.
ForecastTest the cost through the next payroll.
Still to establish: receipt timing and the categories for recent spending.
Illustrative client question and working analysis
Before you can answer
A short question.
A lot to establish.
The budget is one part of the answer. You also need the cash position, the commitments already made, and what the next few weeks will bring.
And the records may not be moving together. Two weeks of bank activity can be available before the books are reconciled.
You’re not just finding a number.
You’re deciding what that number can support.
You’re deciding what that number can support.
The same moment, with AgentLink
The context is there.
So are the caveats.
Ask AgentLink the client’s question. It uses the context it already maintains to prepare a response, including what still needs confirmation.
Review the reasoning. Copy the reply into your email. The advice goes out under your firm’s name, with you deciding when it is ready.
A useful answer tells you what looks possible.
And what must be checked first.
And what must be checked first.
AgentLink / Your clientFebruary 14
Can we afford the two contractors in March at the quoted cost?
CLIENT REPLY · FOR YOUR REVIEW
March looks workable at the quoted cost, provided the February receivable arrives and recent spending stays within the plan.
Your books are reconciled through January 31. The latest two weeks of bank activity are available, but some transactions are still uncategorized.
Those outflows are included in the cash view. Their effect on the contractor budget still needs confirmation. I’d keep the start date provisional until those entries are reviewed and the receipt is confirmed.
Your advisory team
Your firm
Your firm
Nothing is sent automatically.
Illustrative reply · Not a recommendation for a real client
Why it works
It knows the business.
And the limits of the picture.
Current records. Learned behavior. Prior decisions. AgentLink connects the context a controller would consider, including what is still unknown.
Client
context
context
Select a node to inspect its context.
What shapes the reply
March looks workable.
Subject to confirmation.
At the quoted cost and with known commitments included.
Recent bank outflows are already in the cash view.
The February receipt is expected, not guaranteed.
The agreed payroll buffer must hold.
Budget categorization and missing commitments still need review.
Recorded context
The condition stays under watch. Uncertainty stays in the answer, and missing information stays visible.
Illustrative context map · Not a depiction of model internals
What AgentLink is
A controller for
every client.
AgentLink is an AI controller for client work. It watches the bank and the ledger every day, keeps the forecast current, checks the plan against cash, and carries what was decided into the next call.
Getting started
Connect one client’s books. Five minutes later, an AI controller is running on them.
No behaviour change, no cadence change. It fits the way your firm already works.
Here’s what those five minutes unlock.
Maintains the forecast.
Keeps the short-term cash outlook current as new activity comes in.
Monitors cash.
Checks what moved through the bank against what was expected.
Handles questions.
Answers client questions between meetings, under your firm’s name.
Prepares the brief.
Brings together changes, exceptions, and open decisions before your call.
Follows through.
Keeps decisions connected to deadlines, evidence, and outcomes.
What your firm gets
Same team. Better margin, stickier clients.
Higher-value engagements.
Daily attention on every client, not a monthly report. That carries a different price.
Clients who hear from you first.
When something moves, you reach out before they ask.
Capacity without headcount.
Take on more client books without adding a person to watch them.
Why we built this
The profession
deserves more room
to do its best work.
Your clients trust your judgment.
That trust was earned.
That trust was earned.
It comes from years of learning the books, asking the difficult questions, and understanding what the numbers mean for a business.
Doing more of this work should not mean finding more hours to reconstruct the story, or hiring someone to hold it. The constraint is the daily attention it takes to stay close to every client, on every client, at once.
It also happens to be the work still valued at what it costs to do well. That matters, in a profession where most partners at small firms are making seventy five thousand, maybe a hundred, for work that carries a licence and somebody’s business.
We built AgentLink to carry that daily attention, so your expertise has more room to make a difference. The relationship stays yours. So does the judgment.
Built with practicing CPAs and fractional CFOs, against real client books, from the beginning.
How we handle your clients’ data →Where advisory delivery hours go →What owners should ask before signing →What it costs
One subscription.
Your whole client book.
The daily work and the morning brief belong together. They are included in the Partner plan.
Partner
Continuous context.
Across your clients.
- Morning briefs and meeting memory
- Daily cash checks and forecasts
- Budget tracking
- Client questions under your firm’s name
Partner pricing is volume based and scales with your client book. Book a call and we’ll price yours.
Book a call ↗See it on a business you know
Start with one client.
Read the brief for two weeks.
Then decide what it adds to your day.