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Tracked since2026
Verified vendorThe Bottom Line
- Best for
- CPA and fractional CFO firms serving $1 to $11M businesses that need daily controller attention without adding staff.
- Price
- Paid plans only. Compare plans
Key facts
- AgentLink is an AI controller for CPA and fractional CFO firms that runs under the firm's name.
- It reads the bank and the ledger every day and keeps a rolling cash forecast current.
- Client questions between meetings are answered under the firm's brand; the client does not see AgentLink.
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 serving businesses in a specific revenue range on QuickBooks Online or Xero. Runs under the firm's name.
Preview
Key Features
- Continuity between check-ins: Decisions from the last call carry into the next, with what happened to each one
- Daily bank and ledger watch: The bank and the ledger are read every day, so movement is noticed when it happens and you
- Answers under your firm's name: Client questions between meetings get answered under your brand, and you see every
Pricing Plans
Pricing checked Sep 30, 2026
| Plan | Price | Details |
|---|---|---|
| Contact for pricing | Contact for pricing | Contact for pricing |
Is AgentLink worth the price?
Fair value
This is best for large CPA/fractional CFO firms that require bespoke integration and are willing to negotiate directly.
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AgentLink FAQ
How does AgentLink help a CPA or fractional CFO firm keep client forecasts accurate between calls?
AgentLink watches the bank and the ledger every day, automatically updates the forecast, and checks the current cash position against the plan. It then carries forward any decisions made during the last call so the next conversation starts where you left off, without manual rework.
Which software systems does AgentLink integrate with to monitor client financials?
AgentLink is built for CPA and fractional CFO firms and works specifically with QuickBooks Online or Xero. It connects to the client’s bank and ledger daily to track transactions and keep the forecast current.
What kind of user or team benefits most from adopting AgentLink?
AgentLink is designed for CPA and fractional CFO firms that serve businesses within a specific revenue range and use QuickBooks Online or Xero. It works best for teams that want to automate daily financial monitoring and forecast updates for multiple clients, all under the firm's own brand.
How does AgentLink compare to Xero for client financial management?
Xero is an accounting platform where firms manually enter and reconcile transactions. AgentLink is an AI controller that sits on top of QuickBooks Online or Xero, automatically watching the bank and ledger each day, updating the forecast, and tracking decisions between calls. AgentLink handles the ongoing monitoring and planning workflow that Xero does not automate itself.
Can AgentLink run under the firm’s own name when presented to clients?
Yes, AgentLink runs under the firm’s name, not the software provider’s, so clients see the CPA or fractional CFO firm’s branding throughout the tool. This allows the firm to deliver AI-driven controller services as an extension of their own practice.
How is AgentLink priced and does it include a free tier?
AgentLink is a paid product with no permanently free tier. Firms pay for access to the AI controller features, which include daily bank and ledger monitoring, automatic forecast updates, and decision tracking for each client.
Why would a fractional CFO firm use AgentLink to replace manual reconciliations between calls?
AgentLink removes the need for firms to manually check the bank, recalculate forecasts, or refresh spreadsheets between client calls. It watches the bank and ledger every day, keeps the forecast current, and carries forward what was decided, so the firm always has up-to-date data ready for the next conversation.
Source: agentlink.finance