Related Products
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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.
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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 itβs impossible to limit users in terms of what they can do or see there. ApprovalMax approvers donβt 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.
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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
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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
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Audience
Financial institutions
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Audience
Businesses in need of a solution to get their bills and expenses approved and paid on time
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$39 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAgilLink
Founded: 1976
United States
www.agillink.com
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Company InformationApprovalMax
United Kingdom
www.approvalmax.com
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Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
Addepar
Supported
Microsoft Outlook
Not Supported
QuickBooks Online
Not Supported
QuickBooks Online Advanced
Not Supported
Xero
Not Supported
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Integrations
Addepar
Not Supported
Microsoft Outlook
Supported
QuickBooks Online
Supported
QuickBooks Online Advanced
Supported
Xero
Supported
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