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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
DocArrow serves as a comprehensive online document management solution, facilitating every stage of the document lifecycle, which includes creating templates, capturing documents via OCR, and storing them with a detailed version history. The platform also features advanced AI search capabilities, controlled sharing based on permissions, role-specific access management, streamlined approval workflows, PDF editing tools, and options for electronic signatures. Teams can maintain a singular authoritative record that includes all approvals and a thorough audit trail. Security measures feature AES-256 encryption for stored data, TLS 1.3 for data in transit, along with detailed audit logs to ensure accountability. Pricing options include a free tier, a Pro plan at $14 per month, a Business plan at $39 per month for each seat, and a customizable Enterprise plan. Overall, DocArrow enables organizations to effectively manage their documents while ensuring security and compliance throughout the process.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Addepar
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free; Pro $14/month; Business
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
DocArrow
Founded
2024
Country
United States
Website
docarrow.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
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
