Suralink, a client collaboration platform for accountants, has launched a new version of its platform with AI capabilities in Workpaper Suite and Assessment Hub, two solutions that have seen rapid adoption among top accounting firms since their launch earlier this year.
Designed to help firms close the Client Readiness Gap, these innovations bring advanced automation and AI directly into engagement workflows, improving efficiency, accuracy, and client collaboration from request to test.
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“These solutions continue to redefine how accounting teams manage engagements,” said Evan Fitzpatrick, CEO of Suralink. “We’re delivering practical tools with AI built into existing workflows; helping to eliminate friction from the engagement process, allowing firms to expand capacity and focus on higher-value work while maintaining the highest standards of accuracy and client trust.”
New Capabilities in Workpaper Suite
Suralink’s Workpaper Suite, which has already reported a 35% time savings in workpaper preparation and review, now includes several powerful additions that expand its testing and review capabilities, eliminating manual steps and reducing errors:
- Advanced Data Matching: Enables engagement teams to perform vouching and tracing procedures with human-like flexibility. Accountants can set tolerance ranges, required fields, and close-match thresholds, replicating real-world professional judgment.
- Sum Finder: Automates the verification of footing and cross-footing in financial statements, accelerating review cycles and eliminating human error.
- Enhanced Table Linking: Automatically extract or link tables or other similarly formatted information from any PDF or client document in just one click.
- Enhanced Linking Capabilities: Drive more efficient workpaper preparation workflows through simpler, more intuitive, and comprehensive data extraction functionality.
Coming soon to Workpaper Suite are expanded AI capabilities, including:
- Ask Anything in Excel: Brings AI directly into desktop workpapers, allowing users to query multiple client documents at once and instantly surface key information with cited sources without leaving Excel.
- Extract Anything: Allows users to instantly pull structured data from various file types (e.g., W-2s, invoices, data tables, or financial statements) directly into workpapers, removing the need for templates or manual entry.
Assessment Hub Continues to Drive Engagement Efficiency
Providing a 50% time savings among users during document review and collaboration, Suralink’s Assessment Hub continues to receive strong adoption among users. Firms cite the File Previewer, Pinned Comments, and Ask Anything features as game-changers for streamlining their workflows.
“Assessment Hub had an immediate impact on our firm,” said Sarah Slager, CPA and Senior Associate at Katz, Sapper & Miller. “We’re spending less time reviewing supporting client documentation and have eliminated the drawn-out back-and-forth that used to slow down engagements.”
“Assessment Hub has delivered an immediate and measurable impact on our efficiency,” said Andrew Strack, Assurance Associate at Dean Dorton. “The ability to leverage tools like the File Previewer and enhanced communication features has allowed us to significantly reduce time spent on documentation review. We have accelerated our engagements and achieved a meaningful reduction in our overall workflow cycle time.”
The latest platform advancements are a testament to Suralink’s commitment to help firms close the Client Readiness Gap, equipping them with connected, secure, and intelligent systems to deliver faster, higher-quality engagements.
To learn more about Suralink and its new capabilities, visit suralink.com.
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