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Description
Activate user approvals across all devices and provide tailored financial reports that include in-depth analysis and complete audit functionalities. Minimize accounting mistakes with automated bill payments and the generation of recurring invoices. Additionally, you can seamlessly import credit card statements from City National Bank into AgilLink. Oversee multi-entity general ledgers through an integrated workflow dashboard, effective management of consolidated financial periods, and a unified sign-on experience for accounting, bill pay, accounts receivable, document management, and online banking platforms. Enhance security and operational integrity with user-specific, role-based access permissions and maintain detailed audit trails supported by thorough information security assessments and protocols. This comprehensive approach ensures that all financial activities are not only streamlined but also secure and compliant.
Description
SiteWare is an innovative digital platform that specializes in audit and task management for operations spanning multiple locations, providing a comprehensive set of tools that streamline and enhance workflows by eliminating the need for paper and manual processes. The platform boasts customizable audit templates that accommodate a range of response types, including text entries, multiple selections, numerical inputs, timestamps, geolocation data, checkboxes, and sliders, while also allowing users to pause and resume audits as necessary. Additionally, users can enrich their audits with notes and photos, and directly assign tasks from within the audit interface. The ability to organize and oversee sites by region, state, or custom categories empowers users to maintain control, while real-time insights and notifications keep teams informed of task assignments, comments, and performance metrics. Detailed reports can be generated in PDF format or downloaded, featuring drill-down options that allow users to navigate from broad organizational overviews to specific questions or sections. Management can quickly identify areas requiring attention through color-coded performance metrics, and built-in communication tools facilitate effective team collaboration, complemented by various integrations with industry-standard APIs. This robust platform ultimately enhances operational efficiency and fosters a proactive approach to task management and auditing across multiple sites.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AgilLink
Founded
1976
Country
United States
Website
www.agillink.com
Vendor Details
Company Name
SiteWare
Country
United States
Website
getsiteware.com
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Product Features
Self Storage
Customer Management
Deposit Tracking
Gate/Access Control
Interactive Property Map
Late Fee Calculation
Lead Management
Move-In / Move-Out Wizard
Multi-Location