AgentLink
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For CPA and fractional CFO firms

Your client has a question.It’s Thursday night.

The next call is in three weeks. The decision is taking shape tonight. Nothing in the standard stack sits between the two.

When the question arrives between meetings.

●●●
Thursday8:42
MESSAGESnow
Your client

Can we pay this supplier early?

Client questions don’t follow a meeting schedule.What sits between the calls? ↓
Ways to reach the firm
Email
Text message
Slack / Teams
Call / Meeting
Ask the teamA person-to-person exchange
Different entrances. The same human-assisted path.
The structural gap

The service is continuous.
The channel is not.

A text. An email. A quick call. Clients have plenty of ways to reach your firm, and every one of them ends in a person’s calendar.

So the questions that arrive at eight forty two on a Thursday go somewhere else. There is a general assistant open in the next tab and it answers instantly, with no connection to the business’s bank, no knowledge of what your firm decided last quarter, and no accountability to anyone.

The gap is not judgement. It is a channel.
How we’re different from ChatGPT

Same books. Same bank.
A different answer.

Both sides read the same QuickBooks file and the same bank. ChatGPT answers from the numbers in front of it.

AgentLink answers from the client’s history: who pays late, which months run soft, what the firm already decided. When the books can’t settle a question, it hands it to your firm instead of guessing.

A confident answer is not a checked one.
Your client can’t tell the difference. You can.

Harbor Lane Creative / Owner questionsTue, Oct 20

ChatGPT+ QuickBooks

Books · Bank

Can I pay the $18,400 print vendor bill today?

Thought for 2s
  1. Read the bank balance, receivables and bills in QuickBooks

Yes, you can. You have $46,200 in the bank.1 Paying the $18,400 bill leaves $27,800.

Looking ahead: Meridian Foods’ $22,000 invoice is due tomorrow, which brings you to $49,800.2 Payroll of $31,500 runs Thursday, leaving about $18,300.3 You stay positive the whole week, assuming Meridian pays on time.

Hidden assumption

  1. 1Bank balance
  2. 2A/R aging
  3. 3Payroll schedule

Your firm’s logoAI controller assistant · powered by AgentLink

Books · Bank

Can I pay the $18,400 print vendor bill today?

Thought for 9s
  1. Read today’s bank balance$46,200
  2. Paying the bill today leaves$27,800
  3. Matched Meridian’s last six invoices to their deposits6 to 11 days late
  4. Ran the next ten days, day by dayPayroll Thursday

I’d wait. Pay it on October 30, its due date.

Meridian won’t pay tomorrow. They’ve paid their last six invoices 6 to 11 days late,3 so I expect the $22,000 around October 29.2 If you pay the bill today, you’ll be $3,700 short of Thursday’s payroll.4

If you wait: payroll clears Thursday with $14,700 to spare,1 Meridian lands around the 29th, and you pay the vendor on the 30th with $18,300 left. No late fee either way.5

Checked against your bank6 deposits

Why I expect Meridian late

  1. +6
  2. +7
  3. +8
  4. +8
  5. +9
  6. +11
  7. +8

Checked against your bank, not assumed.

  1. 1Operating account
  2. 2Meridian deposits · 6
  3. 3Meridian invoices · 6
  4. 4Payroll · Oct 22
  5. 5Bills · Print vendor
Illustrative example · Both responses are representative, not live transcripts. Questions that need judgment go back to your firm. How we handle your clients’ data →
Why it works

Can you put your name on
what it tells your client?

Every answer traces to specific transactions. Open any one and see what it was built from.

And it refuses. When the data will not support an answer, it says so and routes the question to you rather than filling the gap. We publish how often that happens.

That is the number worth asking any tool in this space for, and the one nothing built to always have an answer can report.

Every question answered → Visible to your firm

What your firm sees.

Know where to follow up.

See open questions, caveats, and requests that need your judgment.

Does this payment need a partner’s review?

Make the next call count.

Bring the questions clients have already raised into the next check-in.

Discuss the supplier payment policy.

Understand recurring needs.

Notice repeated topics in the conversation history and explore where clients need more support.

Are cash-timing questions becoming a regular theme?
The question gets answered.
Your firm still sees it.
What AgentLink is

A controller for
every client.

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.

Getting started

Connect one client’s books. Five minutes later, an AI controller is running on them.

No behaviour change, no cadence change. It fits the way your firm already works.

Here’s what those five minutes unlock.

Handles questions.

Answers client questions between meetings, under your firm’s name.

Monitors cash.

Checks what moved through the bank against what was expected.

Maintains the forecast.

Keeps the short-term cash outlook current as new activity comes in.

Follows through.

Keeps decisions connected to deadlines, evidence, and outcomes.

Checks performance.

Tracks actuals against budgets and targets, bringing variances into view.

Prepares the brief.

Brings together changes, exceptions, and open decisions before your call.

What your firm gets

Same team. Better margin, stickier clients.

Higher-value engagements.

Daily attention on every client, not a monthly report. That carries a different price.

Clients who hear from you first.

When something moves, you reach out before they ask.

Capacity without headcount.

Take on more client books without adding a person to watch them.

Why we built this

The profession
deserves more room
to do its best work.

Built alongside
Partners at practicing CPA firms
Fractional CFOs running client books
Meet the team →
Your clients trust your judgment.
That trust was earned.

It comes from years of learning the books, asking the difficult questions, and understanding what the numbers mean for a business.

Doing more of this work should not mean finding more hours to reconstruct the story, or hiring someone to hold it. The constraint is the daily attention it takes to stay close to every client, on every client, at once.

It also happens to be the work still valued at what it costs to do well. That matters, 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 your expertise has more room to make a difference. The relationship stays yours. So does the judgment.

Built with practicing CPAs and fractional CFOs, against real client books, from the beginning.
How we handle your clients’ data →Where advisory delivery hours go →What owners should ask before signing →
What it costs

One subscription.
Your whole client book.

The daily work and the morning brief belong together. They are included in the Partner plan.

Partner

Continuous context.
Across your clients.

  • Morning briefs and meeting memory
  • Daily cash checks and forecasts
  • Budget tracking
  • Client questions under your firm’s name

Partner pricing is volume based and scales with your client book. Book a call and we’ll price yours.

Book a call ↗
See it on a business you know

Start with one client.

Read the brief for two weeks.
Then decide what it adds to your day.

Book a demo ↗Talk to us first