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About

Enable end-user approvals on any device and deliver customized financial statements with detailed drill-down and full audit capabilities. Reduce accounting errors with bill pay and recurring invoice generation. You can also import City National Bank credit card statements directly into AgilLink. Manage multi-entity general ledgers with a comprehensive workflow dashboard, consolidated financial period management, and single sign-on across accounting, bill pay, accounts receivable, document management and online banking systems. Leverage a high level of security and business controls with user-level, role-based permissions and audit trails backed by information security risk assessments and protocols.

About

Streamline your workflow instead of sending 100s of emails to get approval for accounting documents. Granting everyone accesses to the accounting system is not safe because it’s impossible to limit users in terms of what they can do or see there. ApprovalMax approvers don’t need to access the general ledger and only ever see information relevant to the documents that require their approval. The approval workflows can be as complex or as simple as you need them. You can implement a variety of rules for each approval step and have as many steps as you like. No matter how complex your delegation of authority policy is, it can be automated with ApprovalMax. You no longer need to waste time compiling audit logs. ApprovalMax creates for each approved document a detailed audit report, which gets attached to it in the accounting system. There is also the option to provide auditors with access to all the approval workflows in read-only mode.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Financial institutions

Audience

Businesses in need of a solution to get their bills and expenses approved and paid on time

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$39 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

AgilLink
Founded: 1976
United States
www.agillink.com

Company Information

ApprovalMax
United Kingdom
www.approvalmax.com

Alternatives

Alternatives

FundView General Ledger

FundView General Ledger

Fund Accounting Solution Technologies
SBT Executive Series

SBT Executive Series

Searer Business Technology

Categories

Accounting Supported
General Ledger Supported

Categories

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Not Supported
Payroll Management Supported
Project Accounting Supported
Purchase Orders Not Supported
Tax Management Supported

Accounting Practice Management Features

Approval Workflow Supported
Billing & Invoicing Not Supported
Client Management Not Supported
Client Portal Not Supported
Document Management Not Supported
Due Date Tracking Not Supported
For CPA Firms Supported
Project Management Not Supported
Staff Management Not Supported
Time Tracking Not Supported

Integrations

Addepar Supported
Microsoft Outlook Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Xero Not Supported

Integrations

Addepar Not Supported
Microsoft Outlook Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Xero Supported
Claim AgilLink and update features and information
Claim AgilLink and update features and information
Claim ApprovalMax and update features and information
Claim ApprovalMax and update features and information