The financial and accounting spaces are undergoing a digital revolution driven by the need for a more cohesive, streamlined engagement experience. Financial technology leaders are rising to the occasion, meeting this need with an emphasis on open tech partnerships and platforms, i.e., joining forces to create a greater experience for clients that is more than the sum of its parts. That’s why we have partnered with Validis, the open accounting data platform that connects seamlessly to every major accounting package, providing on-demand data to lenders, asset managers, auditors and accountants.

Greater than The Sum of its Parts

Suralink’s and Validis’ capabilities are natural complements to each other. On one hand, Suralink provides a platform that allows professionals and their clients to request, send, and store an unlimited number of any type of file in one place. Everyone involved in the engagement can view these files, comment on them, and understand their status in real-time.

On the other hand, Validis’ technology simplifies and improves the engagement process by helping financial professionals and their clients share data, producing results in minutes that used to take days or hours. 

Taken together, these technologies will result in an engagement process that is night-and-day different from the fragmented paradigm that so many professionals still rely on. In place of manual document checks and uploads that are scattered across half-a-dozen portals, professionals and their clients will be able to access a new world of possibilities. A streamlined platform with cutting-edge accessibility and intelligence doesn’t ‘just’ result in a stronger bottom line—it gives you time back with which to create a better experience.

Indeed, this partnership will save you time because it turns live accounting data into the very DNA of your engagement. We anticipate that some clients will be able to cut the time invested into an engagement process by as much as 50% because of the expedited workflow. Auditors will be free to make a great experience their sole priority without having to worry about manual document and data input, which this synergy takes care of in real-time.

What These Capabilities Unleash for You

What is the ultimate deliverable from Suralink and Validis’s tech alliance? A consolidated platform with versatile APIs can save firms a great deal of time and money, yes, but these aren’t the final piece of the puzzle. That piece comes in the form of what those saved resources enable: an expedient and meaningfully improved experience for both the professional and the customer–an experience that is streamlined and defragmented, with every stakeholder working from a united, 360-degree view of the process. Firms are therefore empowered to create incredible interactions for their clients, and more time to do the work that matters.

More about Suralink

Suralink provides professional services firms with a single, secure platform to collaborate with clients, exchange documents at scale, and track the progress of engagements. With enterprise-grade security and an easy-to-use interface, Suralink's award-winning client interaction portal helps firms increase efficiency and improve their relationships with their clients.

More about Validis

Validis works with accounting firms and financial institutions to seamlessly connect them to their clients’ accounting packages. Our platform extracts and standardizes live accounting data, transforming it into analysis-ready formats for audits, M&A, and complex corporate lending. This empowers our client firms to access transaction-level general ledger and accounts receivables/payables data in minutes, ultimately resulting in smarter, data-driven decisions faster.