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Suralink’s client interaction platform offers robust open APIs and out-of-the-box integrations to help you connect your firm’s most critical technology solutions.
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.
Stop manually tracking and validating documents across a disparate group of programs and spreadsheets with the Suralink and Validis integration, which auto-embeds data into accounting workflows.
Accelerate productivity by using the DataSnipper integration to import documents directly from Suralink, so you can quickly perform data extraction, matching, verification, and more.
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.