Webinar

Webinar Preview: Integrated AI from Request to Review with the Suralink Agent Library

Written by Suralink | Jun 24, 2026 7:54:51 PM

To view the full webinar, click this link. 

Discover how Suralink's latest product releases and AI agents are designed to elevate firm efficiency, streamline engagement workflows, and deliver an unmatched client experience. Attendees will leave this session with a clear understanding of how to leverage these new capabilities to build a competitive advantage, optimize team utilization, and support sustainable firm growth.

In this webinar, you will learn how to:

  • Cloud Testing Suite: Eliminate admin work by streamlining PBC validation and sample testing procedures using AI-powered Document Prescreen and Data Vouching Agents. 
  • Financial Statement Tie Out: Automate financial statement reviews and eliminate manual "ticking and tying" with Suralink's Tie-Out Agents.

 

Suralink’s AI Framework & Principles

Suralink builds its technology across a spectrum of three distinct AI types:

  • Automation (Machine Learning): Predefined rules that are fast and consistent but break when variables change.

  • Generative AI: Reactive, on-demand creation (drafts, summaries) that does not own the ultimate workflow outcome.

  • Agentic AI: Goal-oriented, adaptive technology that takes the initiative and holds accountability for the macro-level result.

Suralink operates under a strict "human in the loop" framework. The AI agents function as assistants operating exclusively under professional judgment, providing full, transparent audit trails rather than running on unreviewed autopilot.

Macro Workflow Automation

The platform deliberately targets the highest-value, most manual, and lowest-judgment tasks at both ends of an audit engagement lifecycle:

1. Front-End: Request to Test (Cloud Testing Suite)

Auditing teams often experience major friction and lose the most time simply assessing, opening, and validating client PBC documents upon receipt. Suralink introduces two primary front-end agents to address this bottleneck:

  • Document Pre-Screen Agent: Automatically verifies every client upload against the original request criteria to confirm completeness and file accuracy, following up natively if an issue is found.
  • Data Vouching Agent: Automates repetitive, pattern-based sample testing procedures (such as verifying signatures, shipping dates, or matching cash receipt values). It surfaces discrepancies for human review and yields an estimated time savings of over 20% on request management and sample execution.

2. Mid-Engagement: Workpaper Prep & Review

  • Workpaper Intelligence: Integrates natively with binder workflows and Excel setups, keeping all tested evidence, metrics, and tracking criteria firmly linked back to the cloud.

3. Back-End: Final Reporting (Tie-Out Agents)

  • Financial Statement Tie-Out: Automates final calculation checks, footnotes, cross-references, prior-year data alignment, and draft version comparisons to ensure math accuracy and reporting integrity before final issuance.

 
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