Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

6Storage No 
Addepar Yes 

Integrations

6Storage Yes 
Addepar No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

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 No 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management Yes 
Project Accounting Yes 
Purchase Orders No 
Tax Management Yes 

Product Features

Self Storage

Customer Management No 
Deposit Tracking No 
Gate/Access Control No 
Interactive Property Map No 
Late Fee Calculation No 
Lead Management No 
Move-In / Move-Out Wizard No 
Multi-Location No 

Alternatives

Alternatives

Storman Software Reviews

Storman Software

Storman Software Pty Ltd
Insight Reviews

Insight

Space Control
SBT Executive Series Reviews

SBT Executive Series

Searer Business Technology
Store Enterprise Reviews

Store Enterprise

Yardi Systems
FundView General Ledger Reviews

FundView General Ledger

Fund Accounting Solution Technologies
WinSen Property Manager Reviews

WinSen Property Manager

Sentinel Systems