Suralink, an agentic automation platform for accounting firms and their clients, announced Workpaper Suite Intelligence, a new set of capabilities within its Workpaper Suite designed to improve how audit and engagement teams turn raw client data into completed workpapers.
Workpaper Suite Intelligence embeds artificial intelligence directly into Excel workpapers and reduces the manual work associated with data extraction and document interpretation.
It includes two AI-powered capabilities: Extract Links, which captures and structures data from client documents, and Link Answers, which allows teams to query complex files, such as lease and debt agreements, and returns relevant information in seconds.
Every data point and answer gets linked to its original source for fast verification and auditability, Suralink says.
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With Workpaper Suite Intelligence, staff no longer need to spend hours “staring and comparing” PDFs to Excel, and reviewers don’t need to retrace steps through lengthy documents to validate outputs, the company says. Data is automatically prepared and made ready for immediate use, allowing teams to begin higher-value work sooner.
“The biggest drag on engagements has always been the time between receiving client information and starting real work,” Suralink CEO Evan Fitzpatrick said in a statement on May 5. “With Workpaper Suite Intelligence, we’re continuing to close that gap so firms can move faster with greater accuracy and improve realization.”
With Workpaper Suite Intelligence, Suralink said it further enhances the value of its fully integrated Request-to-Review platform. With Suralink, firm practitioners can seamlessly move between client collaboration and testing and review procedures—all while leveraging natively integrated AI that dramatically increases their efficiency.
More information about Suralink Workpaper Suite Intelligence can be found here.
Photo credit: Suralink/LinkedIn
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