Handles questions.
Answers client questions between meetings, under your firm’s name.
For CPA and fractional CFO firms
Your client has a question.It’s Thursday night.
The next call is in three weeks. The decision is taking shape tonight. Nothing in the standard stack sits between the two.
When the question arrives between meetings.
●●●
Thursday8:42
MESSAGESnow
Your clientCan we pay this supplier early?
Client questions don’t follow a meeting schedule.What sits between the calls? ↓
Ways to reach the firm
Email
Text message
Slack / Teams
Call / Meeting
Ask the teamA person-to-person exchange
Different entrances. The same human-assisted path.
The structural gap
The service is continuous.
The channel is not.
A text. An email. A quick call. Clients have plenty of ways to reach your firm, and every one of them ends in a person’s calendar.
So the questions that arrive at eight forty two on a Thursday go somewhere else. There is a general assistant open in the next tab and it answers instantly, with no connection to the business’s bank, no knowledge of what your firm decided last quarter, and no accountability to anyone.
The gap is not judgement. It is a channel.
The same moment, with AgentLink
Your clients get answers.
Your firm sees what matters.
Give clients an AI controller assistant under your firm’s name. Routine questions have a place to go, and the conversation comes back to your team.
Your firm’s logoCLIENT VIEW · AI controller assistant
Your advisory team can see this conversation.
Can we pay the $20k supplier invoice early?
AI controller assistantBased on the latest available records, the payment leaves $110k after scheduled commitments, above your agreed $100k buffer. This assumes no additional payments have been committed since the last update.
See supporting records
| Cash · latest morning update | $180,000 |
| Scheduled commitments, including payroll | −$50,000 |
| Supplier payment being considered | −$20,000 |
| Remaining cash | $110,000 |
| Agreed operating buffer | $100,000 |
Illustrative figures. Unknown commitments need confirmation. No payment is executed.
Client conversationsFIRM VIEW · Shared with your team
Supplier payments · Client question
Considering an early payment
The client asked about paying a $20k invoice early. The assistant showed the cash impact and the assumption about additional commitments.
Question and answer available to the advisory team
POSSIBLE NEXT-MEETING TOPICDiscuss whether early-payment discounts should become part of the supplier payment policy.
A follow-up suggestion, not an inference about the client’s feelings.
The client asks through your firm.
Illustrative experience · Questions that need judgment or lack supporting data go back to the firm. How we handle your clients’ data →
Why it works
Can you put your name on
what it tells your client?
Every answer traces to specific transactions. Open any one and see what it was built from.
And it refuses. When the data will not support an answer, it says so and routes the question to you rather than filling the gap. We publish how often that happens.
That is the number worth asking any tool in this space for, and the one nothing built to always have an answer can report.
Every question answered → Visible to your firm
What your firm sees.
Know where to follow up.
See open questions, caveats, and requests that need your judgment.
Does this payment need a partner’s review?
Make the next call count.
Bring the questions clients have already raised into the next check-in.
Discuss the supplier payment policy.
Understand recurring needs.
Notice repeated topics in the conversation history and explore where clients need more support.
Are cash-timing questions becoming a regular theme?
The question gets answered.
Your firm still sees it.
Your firm still sees it.
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.
Monitors cash.
Checks what moved through the bank against what was expected.
Maintains the forecast.
Keeps the short-term cash outlook current as new activity comes in.
Follows through.
Keeps decisions connected to deadlines, evidence, and outcomes.
Checks performance.
Tracks actuals against budgets and targets, bringing variances into view.
Prepares the brief.
Brings together changes, exceptions, and open decisions before your call.
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.