Webinar - Register Below

See Suralink Live: A Deep Dive into Suralink's Agentic Platform for Accounting Firms and Clients

Wednesday, September 9th, 2026

2:00 PM ET

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, Catherine Woods / Andrew Park 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.

What you'll see:

How AI works across the engagement to pre-screen documents, vouch data, and catch inconsistencies before your team opens a file

How one workspace unifies the entire Request-to-Review process, for both your firm and your clients

How our unified platform eliminates the rework cycle, with greater transparency, no handoffs, and no chasing emails

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Speakers

Andrew Park

Director of Strategic Sales & Partnerships, Suralink

Andrew Park is a CCXP-certified SaaS leader with over 15 years of experience partnering with professional services firms to solve complex business challenges. At Suralink, Andrew works directly with accounting and CPA firms to understand the operational, compliance, and client experience challenges shaping their practice — bringing a consultative approach that goes beyond the sale to deliver meaningful, lasting impact. His background spans customer experience, solution consulting, and strategic sales across global Fortune 1000 organizations, giving him a rare ability to connect real-world firm needs with practical technology solutions. Prior to Suralink, Andrew served as VP of CX Strategy at InMoment, where he partnered with hundreds of the world's most recognized brands to design and scale modern client experience programs. He is a recipient of the CXPA CX Impact Award and has contributed to Forbes, Inc., and the Huffington Post on topics spanning customer experience and business strategy.

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.