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AI-powered financial statement reviews

Suralink’s Financial Statement Tie Out is a purpose-built audit automation solution that leverages AI to streamline the traditionally labor-intensive process of tying out a set of financials. It provides an additional layer of review, so teams can eliminate "fat-fingered" mathematical errors and ensure the highest level of financial reporting integrity.

workpaper experience

Mathematical Accuracy

Automatically verify footing and cross-footing calculations across every table and page of the financial statements.

Eliminate the risk of issuing a report with an embarrassing math error. Financial Statement Tie Out performs the vertical and horizontal calculations that once required hours of manual 10-key work—so your team can stop rechecking and start signing off with confidence.

Internal Consistency

Ensure specific data points, such as "Cash" or "PP&E," remain consistent every time they appear throughout the statements and footnotes.

A mismatched figure appearing differently across the face statements and footnotes—can raise immediate red flags with clients. Financial Statement Tie Out scans the entire document to ensure every number is consistent wherever it appears, giving staff the confidence to deliver a clean file to their manager the first time.

Prior Year Consistency

Validate current-year opening balances against the prior-period audited report to ensure seamless roll-forward data.

Ensure seamless roll-forward data with Financial Statement Tie Out. The tool validates that your current-year opening balances roll forward correctly from the prior-period audited report—catching discrepancies before they surface in a review or, worse, a client callback.

Version Comparison

When a client sends 'just one more update,' your team shouldn't have to re-tick a 100-page document from scratch. Financial Statement Tie Out surfaces every modification between drafts, protecting engagement realization from 'death by 1,000 edits' and preventing hours of rework.

The Financial Statement Tie Out

How Firms Will Benefit

Suralink’s Tie Out Agents ensure faster review cycles, without compromising on completeness and accuracy to deliver an error-free report to your clients. Automating the tie-out process eliminates manual bottlenecks, improving team capacity to refocus on complex audit procedures that require professional judgment. For firms, this translates to improved realization rates and more time dedicated to developing client relationships.

Frequently Asked Questions

The solution identifies mathematical calculation errors, internal inconsistencies between statements, and discrepancies in prior-year data or version updates.

Our Tie Out Agents use specialized AI to analyze report drafts, instantly performing the mathematical checks and consistency validations that typically take hours of manual effort.

Yes, you can export a tied-out report as a PDF to provide a clear audit trail to be included in your engagement files.

Yes, Suralink’s Tie Out Agents are designed to work across various reporting frameworks, including US GAAP and IFRS, by focusing on the underlying mathematical relationships of the figures.

A financial statement tie-out is one of the final processes that ensures every figure, footnote, and disclosure in a report is accurate and internally consistent.

“Ticking and tying” refers to the manual practice of verifying that a figure matches its source and marking it as cleared within the workpapers.

It serves as the final quality control layer to ensure reporting integrity and prevent reputational damage from avoidable mathematical or clerical errors.

Footing verifies the mathematical accuracy of vertical columns, while cross-footing confirms that horizontal rows sum correctly across a table or schedule.

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