AgentLink
Pricing: Not published Last checked: November 4, 2026 Visit website
What is AgentLink?
AgentLink is an AI controller for CPA and fractional CFO firms. The vendor says it watches each client's books and bank every day, keeps the cash forecast current, checks commitments against what happened and carries what was agreed into the next client call. Capterra's listing describes a 13-week cash forecast built from daily bank activity and ledger data.
Who it's for
CPA and fractional CFO firms with clients on QuickBooks Online or Xero. Capterra and Toolradar say it targets firms serving businesses with about $1 million to $11 million in annual revenue. It is built by Tublian LLC in Columbus, Ohio, founded by Nilanjan Raychaudhuri, with practicing CPAs and fractional CFOs as design partners (per the vendor).
Key features
- Daily read of each client's bank and ledger (vendor claim)
- Rolling 13-week cash forecast kept current from bank and ledger data (per Capterra's listing)
- Pre-call brief: what changed since the last call, what was agreed and what happened after
- Scenario checks, such as whether the plan can absorb new hires or contractors
- Optional client Q&A between calls under the firm's name, with judgement calls routed to the firm
- Daily controller work is read-only; a separate Clean Slate onboarding module can write to the books only when enabled for a specific client
- Setup takes about five minutes per client using access the firm already holds (vendor claim)
Integrations
Pricing
Pricing not published; the vendor says it scales with the firm's client book and is quoted on a call (from the vendor's public pages, last checked November 4, 2026; confirm with the vendor)
Pros and cons
Pros
- Daily controller work is read-only, and writes happen only in a separate onboarding module the firm enables per client (vendor claim). [1]
- Runs under the firm's brand, so clients see the firm, not AgentLink. [2]
- Setup is about five minutes per client using access the firm already holds (vendor claim). [1]
Cons
- Pricing is not published; firms must book a call for a quote. [1]
- Works only with QuickBooks Online or Xero, so firms on other ledgers are not covered. [2]
- No free trial is listed. [3]
Summarized from public reviews and reporting; not a hands-on test.
- Category
- Close, Reconciliation & FP&A
- Website
- agentlink.finance
Frequently asked questions
What is AgentLink?
AgentLink is an AI controller for CPA and fractional CFO firms. The vendor says it watches each client's books and bank every day, keeps the cash forecast current, checks commitments against what happened and carries what was agreed into the next client call. Capterra's listing describes a 13-week cash forecast built from daily bank activity and ledger data.
Who is AgentLink for?
AgentLink is for CPA and fractional CFO firms with clients on QuickBooks Online or Xero. Capterra and Toolradar say it targets firms serving businesses with about $1 million to $11 million in annual revenue. It is built by Tublian LLC in Columbus, Ohio, founded by Nilanjan Raychaudhuri, with practicing CPAs and fractional CFOs as design partners (per the vendor).
What does AgentLink integrate with?
AgentLink lists integrations with QuickBooks Online, Xero, according to its website.
How much does AgentLink cost?
AgentLink does not have a price we could confirm on a public page. See the vendor's site for current pricing.
Sources
- https://agentlink.finance
- https://toolradar.com/tools/agentlink
- https://www.capterra.com/p/10262895/AgentLink/
Last checked: 2026-11-04