The industry’s most open and integrated client collaboration platform
Suralink offers many ways to help automate workflows, streamline document management, and accelerate productivity—making your firm’s processes more efficient and future-proof.
Unlike solutions that require direct integrations or APIs, Suralink’s Excel-based add-in, Workpaper Suite, works natively within engagement teams’ workpapers—regardless of the firm’s chosen software (e.g., Caseware, CCH Engagement, Thomson Reuters Engagement Manager, etc.).
By integrating directly with Excel, Suralink eliminates compatibility concerns and the need to jump between multiple software solutions—speeding workpaper preparation and review and creating a more seamless workflow.
Suralink’s robust set of more than 50 API endpoints allows firms to connect applications, gain data-driven business-critical insights, realize efficiency gains, and provide an exceptional client experience.
Built on the ubiquitous REST standard, Suralink’s API connects with the systems you use the most—from CRMs, to IT provisioning software, to enterprise-level BI tools—to ensure a seamless transfer of data.
There are many ways to utilize the available endpoints: user provisioning for firm or client users, reporting, and automating tasks like creating new, unique engagements, making bulk edits to existing engagements, and much more.
The ability for us to integrate our planning board, practice management system and PBC software through Suralink's API is huge, maximising best of breed applications through consistent data and process. …which means less duplication of effort, better consistency of process, and enhanced data quality.
PKF Littlejohn
Suralink’s apis
Empower your organization to integrate seamlessly
Suralink’s APIs empower your organization to integrate seamlessly with any open third-party applications, enabling automation and future-proofing your workflows.
Partner integrations
Suralink also offers several out-of-the-box integrations to make your workflows more seamless.
Quickly and securely share large files without leaving your email client with Suralink’s Secure File Sharing solution featuring a native Microsoft Outlook add-in.
Ensure a smoother audit by importing sensitive documents directly from Suralink for immediate tests of details, financial statement reviews, and data extraction.
Save time by automatically routing documents from Suralink to Materia for AI-powered structured analyses and audit program automations.
Accelerate productivity by using the DataSnipper integration to import documents directly from Suralink.
Connect with us to learn more
Simplify your team’s processes with seamless integrations.
