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AgentLink
Bill more per client, keep them longer, add more.
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AgentLink - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: October 2026
AgentLink overview
What is AgentLink?
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.
Built for CPA and fractional CFO firms, AgentLink runs under your firm's brand. It maintains a 13-week cash forecast from daily bank activity and ledger data, helping teams keep client work moving between calls. Connect books from QuickBooks Online or Xero and support clients with clear cash context for firms serving $1M to $11M in annual client revenue.
Firms use AgentLink across client engagements to review cash position, expected receipts, planned payments, and open follow-through before each call. The workflow keeps the firm in view while routine checks run in the background. It gives teams a consistent client experience from one engagement to the next.
AgentLink fits existing firm workflows with no behavior change and no cadence change. Teams keep working the way they already do while the system handles routine monitoring, forecast updates, and follow-through.
Starting price
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AgentLink’s user interface
AgentLink reviews
Overall rating
No reviews
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- Customer support
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AgentLink's key features
Most critical features, based on insights from AgentLink users:
All AgentLink features
AgentLink alternatives
AgentLink
Starting from
No pricing info
Basil
Starting from
15
/user
Per month
Financial Cents
Starting from
19
/user
Per month
TPS Cloud Axis
Starting from
18
/user
Per month
AgentLink support options
Typical customers
Platforms supported
Support options
Training options
AgentLink FAQs
AgentLink has the following typical customers:
Freelancers, Small Business
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Q. What level of support does AgentLink offer?
AgentLink offers the following support options:
Email/Help Desk, Knowledge Base