AgentLink Finance
Bill more per client, keep them longer, add more without adding staff.
A startup from the United States that is founded by Nilanjan Raychaudhuri.
Bill more per client, keep them longer, add more without adding staff.
A startup from the United States that is founded by Nilanjan Raychaudhuri.
This page is designed to help you find out whether AgentLink Finance is good and if it is the right choice for you.
AgentLink is an AI controller for CPA and fractional CFO firms. Connect one client's books and five minutes later a controller is running on them, under your firm's name. No behaviour change, no cadence change.
It reads the bank and the ledger every day, keeps a rolling 13-week cash forecast current, checks the plan against cash, and carries what was decided on one call into the next. Client questions between meetings are handled under the firm's brand.
What the firm gets: daily attention on every client instead of a monthly report, which carries a different price. Clients who hear from you first when something moves. Capacity to take on more client books without adding a person to watch them.
Built for firms serving businesses in the $1 to $11M revenue range on QuickBooks Online or Xero.
Listed in
Continuity
Decisions from the last call are carried into the next one, with what happened to each.
Oversight
The bank and the ledger are read every day, so movement is noticed when it happens rather than at month end.
Forecasting
A rolling short-horizon cash view that stays current as activity arrives, checked against what actually happened.
Answering
Client questions handled between meetings, under the firm's name.
Advisory work has a structural gap in it. The engagement is priced on the call, but the value has to live in the thirty days between calls, and nothing is watching in those thirty days. Firms close that gap by making a person hold it, which caps the practice at the number of clients its people have attention for. AgentLink is not a tool the firm operates. It is controller capability the firm now has, running on every client under the firm's own name: continuity, oversight, forecasting and answering.
Because the other tools solve reporting, and reporting is not what breaks. What breaks is continuity. A decision gets made on a call and it is not carried anywhere, so the next call starts from scratch and nobody can say whether the last one worked. Every bottleneck in advisory traces back to this: the decision data is not held anywhere between meetings. AgentLink holds it. What was decided comes back with what actually happened to it, and everything else, the forecast staying current, the plan checked against cash, follows from that. That is controller capability, not a reporting tool with a schedule.
Firms whose growth is capped by attention rather than demand. CPA and fractional CFO practices serving businesses roughly one to 15 million in revenue, where every additional client requires another person to watch it, and that arithmetic is the ceiling.
Clients trust their accountant's judgment, and that trust was earned, over years of learning the books and asking the difficult questions. But doing more of that work should not mean finding more hours to reconstruct the story, or hiring someone to hold it. The constraint is daily attention, on every client, at once. It also happens to be the work still valued at what it costs to do well, in a profession where most partners at small firms are making seventy five thousand, maybe a hundred, for work that carries a licence and somebody's business. We built AgentLink to carry that daily attention, so the expertise has more room to make a difference. The relationship stays with the firm. So does the judgment. Built with practicing CPAs and fractional CFOs, against real client books, from the beginning.
WS, including Bedrock for inference, ECS, DynamoDB and S3. Plaid for bank connectivity. QuickBooks Online and Xero integrations. Python and Flask on the backend, Next.js on the frontend.
We have collected here some useful links to help you find out if AgentLink Finance is good.
Check the traffic stats of AgentLink Finance on SimilarWeb. The key metrics to look for are: monthly visits, average visit duration, pages per visit, and traffic by country. Moreoever, check the traffic sources. For example "Direct" traffic is a good sign.
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