AgilLink has released Connect to Bank, a feature that makes it easier to manage bank data. It automatically pulls in prior-day balances and transactions from thousands of banks, removing the need for manual uploads. Users can see live and prior-day balances on their dashboard and run automatic bank reconciliations.
Connect to Bank is part of AgilLink’s growing system that links accounting, banking, investments, and payments in one place. It works alongside InvestLink, which brings together investment data, and Bill Pay, which simplifies and secures payments for family offices.