Pricing Plans

Every company and team has different needs. Reach out to us, and we can find the right plan for you.

Suralink CORE

Suralink CORE is designed to streamline client document requests, request tracking, and collaboration for accounting firms and their clients. By replacing manual spreadsheets and scattered email threads, it enables firms to manage requests more efficiently, track real-time progress, and improve engagement realization. Features include:

Dynamic request list management

File previewer & quick nav

Pinned & tagged comments

Ask anything AI Powered

Rollforward request lists

SSO for firms

Customizable user portal

Real-time dashboards

50+ API endpoints

OCR capabilities

Integrated customer support chat

Archive engagements

REQUIRES CORE

Cloud Testing Suite

Automate the request-to-review engagement lifecycle.

Included

Document Prescreen Agent AI
Data Vouching Agent AI
Workpaper Import to Excel
AI audit trail
More agents coming soon!

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REQUIRES CORE

Financial Statement Tie Out

Let Suralink’s Tie Out Agents perform the ticking and tying.

Included

Mathematical Accuracy AI
Internal Consistency AI
Prior Year Consistency AI
Version Comparison AI
Report export with tickmarks

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REQUIRES CORE

Workpaper Suite

Streamline your team’s workpaper preparation & review workflows.

Included

Integrated request list & file syncing with Suralink CORE
Data Matching, Data Linking, Sum Finder
File previewer
Pinned & Tagged Comments
Excel Add-in that integrates into any binder provider

Available Add-Ons

Linked Answers AI
Extract Links AI

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REQUIRES CORE

Secure File Sharing

The ease of email with the protection of a portal.

Included

Unlimited file transfer
Personalized links & link regeneration
Bulk upload & download
Integration with Request List Management
Integration with Microsoft Outlook

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REQUIRES CORE

E-Signature Add-on

Easily sign and request electronic signatures from your clients.

Included

Knowledge-based Authentication (KBA)
User permissions
Automated reminders
Certificate of completion
Guest signer (no Suralink account required)

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Suralink Agent Library - closer look

The Suralink Agent Library is a collection of configurable, agentic capabilities designed to unify the entire ‘Request-to-Review’ lifecycle. By automating the most labor-intensive stages of an engagement, the Suralink platform empowers firms to operate more efficiently and deliver more value to their clients.

Mathematical Accuracy

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

*Included with Financial Statement Tie Out

Internal Consistency

Ensure specific data points (e.g., Cash, PP&E) remain consistent every time they appear throughout the statements and footnotes.

*Included with Financial Statement Tie Out

PYC

Prior Year Consistency

Validate current-year opening balances against the prior-period audited report to ensure comparability.

*Included with Financial Statement Tie Out

Version Comparison

Review only updates between drafts to protect engagement realization from "death by 1,000 edits."

*Included with Financial Statement Tie Out

Document Prescreen

Get the right information the first time with agents that review & validate uploaded support documents in real-time.

*Included with Cloud Testing Suite

Data Vouching

Automate sample testing with agents that instantly trace and vouch PBCs upon arrival.

*Included with Cloud Testing Suite

Goodbye email. Hello to the all-in-one request list and document workflow management platform.

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