Suralink, an agentic automation platform for accounting firms and their clients, announced Wednesday an expansion of its agent library, including what it says is the industry’s first Client Document Prescreen Agent.
In addition, the Salt Lake City-based company unveiled its new Multi-Level Vouching Agent, Version Compare Agent, and other features that bolster Suralink’s unified Request-to-Review platform.
The Client Document Prescreen Agent proactively notifies clients when they have incorrect or missing documents and works with them in real-time to resolve these issues. By helping clients provide the right documents the first time, Suralink’s AI significantly reduces delays, rework, and needless back-and-forth for both firm and client users, the company says.
Suralink’s Multi-Level Vouching Agent is able to handle highly complex vouching procedures, helping firms save significant time and increase testing accuracy. The Version Compare Agent speeds up document review by identifying each change between drafts.
Recommended Articles
Suralink is also releasing enhancements to its Client Data Vault platform, which launched earlier this year. Client Data Vault allows clients to independently control and utilize their prior-period engagement data, which Suralink says increases client response speed, accuracy, and overall satisfaction.
Early users report a 20% to 30% reduction in engagement prep time due to the enhanced speed and accuracy of firm-client interactions within the platform, the company adds.
“71% of firms surveyed indicated that they struggle to assess and validate client-provided information, and gaps in the data firms receive from their clients is the number one cause of engagement delays,” Suralink CEO Evan Fitzpatrick said in a statement “Agentic AI tools that solve these issues for both firms and their clients are transforming engagement efficiency and client satisfaction.”
More information about Suralink can be found here.
Photo credit: Suralink/LinkedIn
Sign in to get access to this free resource, and all of our whitepapers and reports.
Download this content today!
Register Now Already registered? Click here to Log In
