Suralink continues to drive innovation, focusing on features and tools that make engagement workflows faster, safer, and smarter. Following the strong reception to our latest Workpaper Suite solution and Request List Management enhancements, we've integrated powerful AI-driven capabilities directly into the platform. Suralink’s product roadmap is focused on delivering the tools your engagement teams need to achieve unmatched efficiency and the highest standards of quality this quarter. Most recently, we've added the following features to the platform:
In today's environment, protecting your client's data is a non-negotiable. With Request List Management’s File Previewer, your staff and engagement teams never have to unnecessarily download a sensitive document to their desktop again. The previewer allows you to instantly view any provided file for a fulfilled request within Suralink’s secure application environment and eliminates the risk associated with local file storage, helping you maintain a high bar for client data protection.
Additionally, for our Workpaper Suite users, this feature unlocks a new level of efficiency:
Building directly upon the security and efficiency of the new File Previewer, we've layered in Pinned & Tagged Comments to foster better, clearer communication with your clients—all within the secure Request List Management environment.
The days of generic email chains and ambiguous requests are over. Within the previewer, engagement teams can now:
This update reduces administrative back-and-forth, improves client turnaround times, and ensures a smoother, more professional engagement experience.
We know that using AI requires absolute trust, especially when handling sensitive client data. Our Ask Anything feature is built with a security-first philosophy. There is no model training, no cross-customer sharing, and no permanent storage of your clients’ data used in any Suralink AI process.
Your team can now interact with complex files as they would with a normal human expert. Once a client has uploaded a document to Request List Management, users can literally ask it anything. For example:
This capability instantly pulls key information, allowing your engagement teams to bypass hours manually combing through and examining long documents. And unlike general AI tools, Suralink’s Ask Anything feature references exactly where the information came from within the source document. You can instantly review the original source, eliminating the risk of "AI hallucinations" and providing complete confidence in the answer.
Coming soon: This same capability will be available directly inside Workpaper Suite, allowing you to ask, extract, and validate information across multiple files at once.
The initial success of Workpaper Suite has helped engagement teams perform a wide range of procedures, from sample testing for revenue and expenses in audit to complex tax studies like R&D Tax Credits and Cost Segregation.
Based on client feedback, we've significantly enhanced our Data Matching logic. This update embeds more flexibility, enabling the tool to perform vouching and tracing that replicates human-level judgment, taking into account real-world complexities like materiality and minor data discrepancies.
Tying out financial statements during an audit, review, or compilation can be a painstaking, manual process. Workpaper Suite’s Sum Finder feature introduces a comprehensive, automated check that significantly cuts down on the time required for manager and partner review, accelerates draft turnaround, and allows reviewers to focus their time on more complex judgment areas rather than calculation errors.
Sum Finder provides a high degree of assurance and eliminates human error from key calculation checks by:
The most recent update to Sum Link improves the way your teams can calculate totals for a client-provided support document. Now, by simply holding the Shift key, users can multi-select amounts within a file; the sum will dynamically update in the target cell, while the formula bar updates as well. This feature cuts down on manual data entry and makes tying out numbers quicker and more reliable.
One of the most tedious and error-prone parts of any engagement is manually copying structured data from client-provided documents like PDFs into Excel. Workpaper Suite’s Table Link feature eliminates this pain, allowing your teams to instantly pull clean, usable tables into your workflow.
Ever needed to pull in a general ledger or a set of financial statements in an Excel workbook? Table Link can literally do that with a single click. Use the "Link all tables" button to automatically extract and link tables or other similarly formatted information from any PDF or client document.
Looking ahead to early 2026, we're thrilled to announce two new features coming to Workpaper Suite that will further improve the engagement process and deliver significant workflow efficiencies for your team.
Accountants can now use the AI-powered feature inside Excel to instantly extract key details for a wide range of procedures, for example, tests of controls and walkthrough procedures. This integration allows you to ask questions to multiple documents at once, all while referencing and linking the sourced information directly within your workpapers.
The upcoming Extract Anything feature uses AI to instantly pull key pieces of information from multiple documents at once, regardless of format.
For example, a tax accountant can now batch-process W-2s to instantly pull first name, last name, wages, and withholdings, or an audit team can extract vendor names and invoice dates from a batch of invoices. Because this feature is powered by AI, it does not require a specific template or format, drastically accelerating data collection and eliminating human transcription errors across your engagements.
Suralink’s goal is simple: to help your engagement teams work faster, communicate clearer, and maintain the highest standards of client data security and engagement quality. Don't wait to discover how seamlessly these new tools integrate with your current procedures. Schedule time with a Suralink specialist today to receive a personalized walkthrough and learn exactly how Suralink can drive new levels of efficiency for your firm.