Suralink, a platform for accounting firms and their clients, has announced Workpaper Suite Intelligence, a new capability within its Workpaper Suite designed to integrate artificial intelligence into Excel workpapers for audit and engagement teams.
Workpaper Suite Intelligence embeds AI directly into Excel workpapers, reducing the manual effort involved in data extraction and document interpretation. The new offering includes two AI-powered features: Extract Links, which is designed to capture and structure data from client documents, and Link Answers, which allows teams to query complex files, such as lease and debt agreements, to retrieve relevant information rapidly. Each data point and answer is linked to its original source for verification and auditability.
This functionality aims to eliminate the hours staff typically spend comparing PDFs to Excel documents, and it removes the need for reviewers to manually retrace steps through extensive documents to validate outputs. Data is automatically prepared for immediate use, enabling teams to begin higher-value tasks sooner.
Evan Fitzpatrick, CEO of Suralink, stated that “The biggest drag on engagements has always been the time between receiving client information and starting real work. With Workpaper Suite Intelligence, we’re continuing to close that gap so firms can move faster with greater accuracy and improve realization.”
Workpaper Suite Intelligence further enhances the Suralink Request-to-Review platform, which is designed to be fully integrated. This allows firm practitioners to move between client collaboration and testing and review procedures seamlessly, leveraging natively integrated AI to increase efficiency.
Suralink is an agentic automation platform for accounting professionals that unifies the entire request-to-review process. It replaces manual, fragmented workflows with a secure, centralized, and intelligent environment for managing requests, automating testing and review, and improving client experience. The platform’s configurable AI agents assist stakeholders, teams, and clients in pre-screening documents, validating data consistency, and identifying critical insights throughout the engagement lifecycle. Suralink is utilized by more than 800,000 users worldwide.
