Upcoming Webinar For all Audit Practice Leaders: July 22nd, 11 AM EST More than half of client requests aren’t fulfilled completely on the first attempt. More than 70% of engagements miss their time and budget targets. Those aren’t AI problems. They’re data problems. And AI applied to a workflow that hasn’t solved the data problem first doesn’t fix the Rework Cycle. It automates it. The firms that pull ahead won’t be the ones with the most sophisticated AI stack. They’ll be the ones who fixed the data problem at the start of the engagement, before AI ever touches a document. That’s the case Dimitar Stanimiroff (GM EMEA, Suralink) is making on July 22. If your firm is already piloting AI tools and the needle isn’t moving the way you expected, this is the 30 minutes worth clearing your calendar for. Free. Live. July 22 at 11 AM ET. https://hubs.ly/Q04nR-n_0 #Accounting #AI #AuditTech #EngagementEfficiency #TheFactoryFloorFallacy #AccountingFirms
Suralink
Accounting
Salt Lake City, UTAH 3,785 followers
The leading client collaboration platform for accountants.
About us
Suralink is the leading client collaboration platform for today’s accountants. Our secure platform centralizes request and document management, improves visibility and accountability, and ensures teams and clients stay aligned on engagement progress. Suralink brings request management and workpaper preparation into one connected platform—helping firms improve realization, reduce budget overruns, and streamline every step of the engagement process. Suralink is headquartered in Salt Lake City, Utah with an office in Brighton, UK and a remote workforce worldwide. Request a demo at https://www.suralink.com
- Website
-
http://www.suralink.com
External link for Suralink
- Industry
- Accounting
- Company size
- 51-200 employees
- Headquarters
- Salt Lake City, UTAH
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Accounting Software, Secure Document Exchange, Dynamic Request List on top of a File Portal, and Audit Tools
Products
Suralink
Accounting Practice Management Software
Request List Management is a secure, cloud-based solution that helps accounting and professional services firms streamline the process of collecting and managing client documents. Teams can easily assign, prioritize, and track requests while clients upload documents—all in one place. It’s where your clients go to communicate, share documents, and stay aligned throughout the engagement—whether it’s audit, tax, or advisory—streamlining collaboration and reducing friction across the engagement lifecycle. Workpaper Suite brings automation directly to your Excel workpapers, making preparation and review faster, smarter, and easier. By automating data matching and document linking for audit and tax sampling, streamlining detailed reviews, and eliminating tedious manual steps, Suralink reduces busywork—freeing teams to focus on higher-value tasks that drive quality and efficiency.
Locations
-
Primary
Get directions
10 Exchange Place
Suite 300
Salt Lake City, UTAH 84111, US
-
Get directions
Tower Point 44 North Road
Floor 5&6
Brighton, GB
Employees at Suralink
Updates
-
We are proud to announce that Suralink has been named to the shortlist for Most Innovative SaaS Solution by The Cloud Awards! As one of the world’s leading platforms for recognizing achievements and innovations in software-as-a-service, The SaaS Awards celebrates technical prowess, industry expertise, and software that genuinely transforms business processes. Out of a global pool of nominees, our team was selected for blending ingenuity with demonstrable results to help public accounting firms eliminate workflow bottlenecks and scale capacity. A huge thank you to our incredible team for their relentless drive to innovate, and to our clients who inspire us to keep pushing the boundaries of what's possible in professional services automation. Finalists will be announced on Tuesday, July 21, 2026. Wish us luck as we move into the next round of judging! #SaaS #CloudAwards #AccountingTech #Innovation #FinTech #Suralink
-
-
Upcoming Webinar July 22nd at 11 am EST. 89% of firms say getting complete, accurate client data is a consistent challenge. More than half of client requests aren’t fulfilled on the first attempt. Bolting AI onto that workflow doesn’t solve the Rework Cycle. It accelerates it. The firms defining the next decade won't have the best AI. They'll have the best data at the start of every engagement. In 1910, factory owners replaced the steam engine with an electric motor and left everything else unchanged. Productivity barely moved for 30 years. That wasn't a technology problem. It was a thinking problem. The firms that unlocked electricity's full potential weren't the ones with the best motors. They redesigned the floor plan around the new technology. Accounting is at the same inflection point now. On July 22, Dimitar Stanimiroff (GM EMEA, Suralink) draws on the factory floors of 1910 to show where the real leverage in the AI era actually sits. Register here: https://lnkd.in/g-8JmN8P
-
-
Something we think about a lot at Suralink: the most expensive technology decision a firm can make isn't buying the wrong tool. It's staying with an OK one. Eide Bailly just put numbers to that. They weren't unhappy - their old tool was delivering. But the team had the discipline to ask a harder question: is this the ceiling, or just the floor? So they built a real business case - conservative assumptions, no wishful thinking. The result: 4,600+ incremental hours saved per year, on top of what their previous tool was already delivering. Break-even at just two hours saved per user. What made it work wasn't switching vendors. It was consolidating - one integrated platform across request management, workpaper prep, and testing. No more siloed tools. No more overlapping systems. No more collaboration happening outside the system of record. That's what it looks like when a firm stops letting good enough define what's possible. Read More about Eide Bailly's AI transformation with Suralink here: https://hubs.ly/Q04n6VpJ0
-
-
Suralink is the 2026 International Accounting Awards Customer Experience of the Year winner. Building the best customer experience in accounting technology isn't a side goal. It's the whole point. Accounting firms and their clients already know what friction costs: missed deadlines, chased documents, rework that eats nights and weekends. Suralink exists to eliminate that. When 800,000+ clients are on the same platform as 1,300 firms, working through the same documents toward the same finish, that's not just a better experience. It's a fundamentally different engagement. This award recognizes what our customers and their clients feel every day. We're proud of it, and grateful to everyone at Suralink who built the product and the relationships that earned it. A special thank you to Thomas Fletcher for representing the team at the awards ceremony in London (and looking the part while doing it). Onward. #AccountingTechnology #CustomerExperience #InternationalAccountingAwards #Suralink
-
-
Introducing the Suralink Cloud Testing Suite: The Era of Agentic Engagement Execution is Here. We are thrilled to officially announce the launch of the Suralink Cloud Testing Suite, a binder-agnostic, agent-driven solution designed to eliminate the key bottlenecks that stall your fieldwork and erode realization rates. Our task-completing platform embeds autonomous digital associates directly into your existing request-to-test workflows, prescreening client data and automatically generating review-ready workpapers. Protect your margins, scale your firm's capacity, and transform your client journey today. Learn more here: https://hubs.ly/Q04lBq3h0
-
-
Audit teams at accounting firms spend a significant portion of every engagement on routine, judgment-light work: manually verifying financial statements, following up on incomplete PBC requests, and re-reviewing documents that weren't properly screened before submission. Suralink built its Agent Library to address this directly. On June 24 at 1 PM ET, our product team will demonstrate three AI agents doing exactly that, live: - Tie-Out Agents: automate financial statement cross-referencing end-to-end - Document Prescreen Agents: catch incomplete and improperly screened requests before they hit your team - Data Vouching Agents: eliminate admin bottlenecks in sample testing Earn 1 CPE credit. https://hubs.ly/Q04lCbyZ0
-
-
⚡ Zero lag time. Zero latency. Just pure engagement velocity. ⚡ In public accounting, speed isn’t just about working faster: it’s about eliminating the administrative friction that stalls your fieldwork. Thank you to everyone who joined us at our Evening on the Track at SpeedVegas. There's still time to catch us at Engage (Booth: 302) to learn how Suralink can supercharge your agency.
-
Calling all firm leaders, audit managers, and technology decision-makers: We're hosting a live webinar on June 24 at 1:00 PM ET We will be demonstrating how our new AI agents are automating the manual workflows that cost audit teams the most time: financial statement tie-out, PBC validation, and client request management.
-
Suralink today announced the most significant expansion of its agentic AI platform to date, including native integrations with Copilot and Claude. New capabilities launching June 3: Suralink Agent Library — five purpose-built AI agents for accounting firms and their clients, including the Document Prescreen Agent and Data Vouching Agent Cloud Testing Suite — fully automates client data prescreening and initial testing procedures, requiring zero action from firm users Workpaper Suite Intelligence — brings Suralink's AI directly into Excel-based workpaper workflows Native integrations with Microsoft Copilot and Anthropic's Claude — extending Suralink's capabilities across the tools firms already use These capabilities are focused on enabling firms to eliminate the Rework Cycle — the wasted work caused by inaccurate or incomplete client data — and close the Client Readiness Gap. As Suralink CEO Evan Fitzpatrick put it: "As the 'Front Door' of all client data that comes into accounting firms, Suralink has always been the best positioned software platform to enable firms and their clients to realize the full potential of Agentic AI." With 800,000+ users and 50%+ of the top-100 accounting firms on the platform, Suralink customers grow 84% faster than their peers. Reach out to learn more about how Suralink can help your firm capture the potential of agentic AI! 📍 Full announcement: https://lnkd.in/guyNjdc3 #Suralink #AgenticAI #AccountingTechnology #AuditTech #CloudTesting #AIAgents #MicrosoftCopilot #AnthropicClaude #ClientReadinessGap #ReworkCycle #AccountingFirms #AuditAutomation https://lnkd.in/guyNjdc3