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Introducing Suralink’s Financial Statement Tie Out: The End of Manual Ticking and Tying
Suralink has officially closed the loop on the audit lifecycle by expanding beyond PBC request management into automated financial statement review. Traditionally a manual, high-stress process involving red pens and calculators, the new Financial Statement Tie-Out tool leverages AI to automate the "grunt work" of an audit. By creating a seamless pipeline where data flows from requests into workpapers and finally into a comprehensive automated review, engagement teams can significantly reduce the risk of human error while protecting the firm’s reputation.
This solution empowers every level of the firm by elevating staff from preparers to reviewers and allowing managers and partners to focus on high-impact areas like disclosure completeness and client relationships. The platform operates with strict security, ensuring that sensitive client information is never used to train AI models. With this launch, Suralink continues its evolution toward becoming an integrated engagement automation platform, helping firms improve realization and quality without compromise.
Key Features:- 1. Mathematical Accuracy: Automatically foots and cross-foots every table, row, and column to instantly flag rounding errors or discrepancies.
- 2. Internal Consistency: Understands contextual relationships to ensure data points—such as balance sheet line items—reconcile perfectly with the statement of cash flows and footnote disclosures.
- 3. Prior Year Consistency: Eliminates roll-forward risks by automatically comparing current drafts against prior-year issued financials to verify comparative figures.
4. Firm-Only Collaboration: Provides a secure, team-only environment where drafts and tick marks are managed internally before being finalized for the client.
Collaborate with clients. Exchange documents at scale. Track the progress of engagements.
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Testimonials
Why do 450,000+ users love Suralink?
“At the end of 2021, we surveyed employees about their experience using Suralink and found that on large audits, time spent managing the PBC list was cut in half.”
Darryl Humphrey, Ph.D.
PMP Advisor of Assurance Innovation, MNP
“Everything I’ve heard on the client side has been positive. I’ve actually had a couple of clients say, “What took you so long to get something like this?”
Patrick Thomas
Audit Supervising Senior, PP&CO
“The greatest thing about Suralink, hands down, is the status updates. There’s no ambiguity about where individual documents are and where an engagement is overall.”
Colin Meier
Director of Internal Audit, Q2 ebanking
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Suralink is the leading client collaboration platform for today’s accountants. Our secure platform centralizes request and document management, improves visibility and accountability, and ensures teams and clients stay aligned on engagement progress. Suralink brings request management and workpaper preparation into one connected platform—helping firms improve realization, reduce budget overruns, and streamline every step of the engagement process.With enterprise-grade security and an easy-to-use interface, Suralink's award-winning client interaction portal helps firms increase efficiency and improve their relationships with their clients.
