Webinar

Demo: The Agentic Automation Platform for Accounting Firms and Their Clients

Wednesday, August 12, 2026

2:00 PM EST

45 Minutes

Engagements are running over budget, realization rates are sliding, and partners are buried in review because the data wasn't right the first time. AI is supposed to fix that. For most firms it isn't, because bolting AI onto a single step of a broken workflow doesn't fix the workflow. It just automates the Rework Cycle. In this live demo, we'll walk through Suralink's agentic automation platform, the one workspace where integrated AI works across the entire engagement, and show exactly what separates firms delivering their most efficient engagements from those still adding tools to a broken process.

How one workspace unifies the entire Request-to-Review process, for both your firm and your clients, so the Rework Cycle never starts

How integrated AI pre-screens documents, vouches data, and catches inconsistencies across the engagement, before your team ever opens a file

Why the highest-leverage moment in every engagement sits at the start, where data enters, and how getting it right compounds through fieldwork, tie-out, and review

Register for Webinar

Speaker(s)

Catherine Woods

Enterprise Sales Executive, Suralink.

Catherine Woods is an Enterprise Sales Executive at Suralink with a strong background in accounting technology and client success. Before transitioning into sales, she served as an Enterprise Customer Success Manager at Suralink, partnering with firm leaders to drive platform adoption, efficiency, and a superior client experience. She brings deep expertise in helping accounting firms modernize their workflows, with years of experience guiding firms through technology transformation and change management. Catherine holds a degree in Corporate and Organizational Communications from Western Kentucky University.

Christopher Witt

Senior Director of Product Marketing

Christopher Witt is a PMC and PMA certified product professional who has worked as a technologist in the FinTech SaaS space for the past two decades. Focusing on product development and go-to-market strategy - he's worked principally in Banking & Finance, Accounting, and Audit software solutions. As Suralink's Senior Director of Product Marketing, his team's efforts guide our market motion and voice-of-the-customer activities.