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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

SiteWare is a digital audit-and-task management platform designed for multi-site operations, offering a suite of tools to replace paper and manual processes with flexible, efficient workflows. It provides customizable audit templates with varied answer types (text, multi-select, number, date/time, geolocation, checkbox, sliders, etc.), supports pausing/resuming audits, and allows adding notes, photos, and assigning tasks directly from within an audit. Users can group and manage sites (by region, state, or custom grouping), see real-time insights and notifications (task assignments, comments, performance metrics), and generate detailed reports (PDF or downloadable) with drill-down capabilities from organization-wide overviews down to specific questions or sections. Color-coded performance metrics let management quickly spot areas needing attention; built-in communication features support team collaboration; and integrations with industry APIs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial institutions

Audience

Facility managers, operations leaders, and multi-location businesses seeking a tool to standardize, track, and optimize audits, inspections, and maintenance tasks

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AgilLink
Founded: 1976
United States
www.agillink.com

Company Information

SiteWare
United States
getsiteware.com

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FundView General Ledger

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Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Integrations

6Storage
Addepar

Integrations

6Storage
Addepar
Claim AgilLink and update features and information
Claim AgilLink and update features and information
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