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SURALINK VS auditdashboard

Move Beyond Tracking Requests to Automating the Engagement

A shared request list tells you what is outstanding. It does not stop the Rework Cycle: clients still submit the wrong files, work still moves by hand from collection to testing, and your team still verifies everything manually.

While AuditDashboard covers baseline PBC tracking, Suralink goes further with agentic automation. We unify the entire Request-to-Review process, putting AI agents to work the moment a document arrives, all within a single workspace trusted by 1,300 firms and over 800,000 clients.

Let's take a closer look

See the difference between a request-tracking portal and a complete agentic automation platform:

Features Suralink AuditDashboard
Platform

Agentic Automation Platform: Automates the full lifecycle, from client request through testing, tie-out, and partner review, in one workspace.

Request-Tracking Portal: Manages PBC lists, rollovers, and status in a shared dashboard. Collection and tracking, not execution.
Client Collaboration

Intelligent Pre-Screening: The Document Prescreen Agent checks every client upload against the request criteria the instant it lands, so your team only opens work that is ready.

Standard Storage: Lacks native AI to pre-screen client files for mathematical accuracy.
Performance

Firm-Level Insights: See engagement friction and client readiness patterns to make smarter capacity decisions.

Status Visibility: Clear tracking of document collection; scope ends at tracking rather than extending into testing and review.
AI & Automation

The Suralink Agent Library: Document Prescreen, Data Vouching, and Tie Out Agents, plus Link Answers, which queries leases and contracts and returns cited answers linked to source text.

No Native AI: No native document intelligence or automated verification against the files in the portal.
Price

Transparent ROI: A predictable, all-inclusive model designed to help growing firms achieve higher ROI.

Portal Pricing: Priced for tracking and collaboration, without the agentic execution that builds capacity.

INDUSTRY RECOGNITION

Awarded by our own customers

G2 badges come from verified user reviews, not analyst opinion. This season Suralink holds Leader, Best Estimated ROI, Best Usability, High Performer and Users Love Us in its category — every one of them earned from firms running real engagements.
See our reviews
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