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Suralink
Client request-list and document-exchange platform for accounting firms whose AI agents prescreen each upload against its request and search files.
| What the AI does | Document Prescreen Agent checks each client upload against the original request; AI-powered 'ask anything' search; Financial Statement Tie Out AI agents; Agent Library (6 agents) |
|---|---|
| Who it serves | All practices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Small firm, Mid-size firm |
| Category | Document Collection, OCR & Data Entry |
| Also fits | Audit & Assurance AI |
| Works with | Excel, Outlook, Caseware, CCH Engagement, Thomson Reuters Engagement Manager, DataSnipper, Trullion, Materia, Claude, Microsoft Copilot |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Suralink is listed as a fit for small and mid-size firms, and the vendor names accounting practices generally on its own site. The job it gets hired for: collecting client documents, reading them and getting the numbers into the ledger or the return without retyping. It also fits the Audit & Assurance AI category.
What it costs
Suralink is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
Suralink is the request-list and document-exchange platform that larger CPA firms run their PBC process on — Armanino, BDO, CBIZ, Eide Bailey and Sikich are among the logos — and it now carries AI agents: a Document Prescreen Agent checks each client upload against the original request and marks what needs attention, an ask-anything search reads across engagement files, and Financial Statement Tie Out agents test mathematical accuracy, internal consistency and prior-year consistency with tickmarked exports. Every module sits on Suralink CORE, which is priced by quote; Caseware, CCH Engagement, Thomson Reuters Engagement Manager and DataSnipper connect, and the platform is SOC 2 compliant.
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