Audit teams today are under more pressure than ever. Clients expect faster turnaround. Regulators expect accuracy. Firms expect teams to do more without adding hours.
That’s where audit automation comes in. When Implemented correctly, audit automation helps firms streamline engagement workflows, reduce manual effort, and improve collaboration, without disrupting how teams already work.
But not all automation delivers on that promise.
Even with modern tools, many audit engagements struggle to move efficiently.
Common issues include:
Automation doesn't fix these problems unless it's embedded directly into the engagement workflow.
Effective audit automation focuses on reducing friction where work actually happens.
Firms using the right tools are able to:
The result is faster fieldwork, smoother reviews, and fewer delays caused by missing information.
The shift toward automation isn’t just about keeping up with the times—it’s about solving real, painful challenges.
Automation enables scale without chaos.
Suralink provides a set of purpose-built tools that work together to automate and streamline audit engagements:
Automates client requests, tracking, and follow-up so engagement teams always know what’s been received, what’s outstanding, and what needs clarification. Reducing unnecessary back-and-forth with clients.
→ Learn more about Request List Management
Brings automation and collaboration directly into Excel, allowing teams to link support documents, sync files, and prepare workpapers without switching tools or disrupting existing workflows.
Suralink’s Workpaper Suite lets teams automate sample testing and match client support docs directly to Excel-based workpapers.
Workpaper Suite makes review cycles cleaner and faster for managers and partners. With linked support files, reviewers don’t have to dig through unorganized folders ever again.
Keeps communication, documents, and requests in one place, giving both audit teams and clients a clearer, more organized engagement experience.
Automation isn’t one-size-fits-all. But there are clear high-impact use cases across engagements:
When the team at Boyum Barenscheer relied on Excel and email to manage audit requests, their workflow was chaotic—duplicated asks, scattered docs, endless check-ins.
After switching to Suralink:
As Senior Accountant Jasmin McKenzie put it:
“Having everything in a centralized location has made our team more effective. And our clients think it’s easier and less cumbersome. It’s been a win-win.”
Firms can’t afford to operate like it’s 2015. Client expectations have changed. Manual workflows aren’t just slow, they’re a liability. They drain time, introduce risk, and erode client trust.
But when you embed automation into both client-facing tasks and internal workpaper processes, everything changes.
And Suralink gives you all of that in one connected platform. Purpose-built for the audit lifecycle. Schedule a demo to learn more!
Audit automation helps firms reduce manual work, speed up engagement timelines, improve accuracy, and gain better visibility into engagement progress—without sacrificing quality.
Audit automation tools often include request management software, document management systems, and workpaper automation tools that streamline collaboration between teams and clients.
Suralink improves audit workflows by automating client requests, centralizing document collaboration, and embedding workpaper automation directly into Excel, helping teams work faster with fewer disruptions.