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Webinar

Introducing Suralink’s Financial Statement Tie Out: The End of Manual Ticking and Tying

Tuesday, April 7th, 2026

1:00 PM ET

1 hour


The final mile of an audit engagement shouldn’t rely on manual "ticking and tying" to catch inconsistencies and calculation errors. For decades, the financial statement tie-out has remained a grueling, manual process—often performed by exhausted teams at the exact moment when precision matters most. Join us for a first look at Suralink’s AI-powered Financial Statement Tie Out solution.

During this webinar, you’ll:
Discover how Suralink is evolving from request management to a comprehensive request-to-review platform.
See Suralink’s Tie Out Agents in action as they review and validate a set of financials for mathematical accuracy, internal consistency, and prior year consistency.
Understand the benefits of automated tie-outs across the entire engagement team, ensuring quality and efficiency for everyone from staff preparers to senior partners.

CPE Credit(s): 1 Field of Study: Computer Software: Computer Software & App Instructional Delivery Method: Group Internet Based Level: Basic Prerequisite: None Advanced Preparation: None

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Speaker(s)

Alex Vu

Sr. Product Manager
As Product Marketing Manager at Suralink, Alex connects the dots between real-world accounting challenges and purpose-built technology that helps firms work smarter. With a degree in accounting from the University of Maryland and an early career in audit and assurance, he brings firsthand industry knowledge to his role. Over the past 5 years, Alex has specialized in product marketing for fintech companies, launching solutions that drive meaningful impact for today’s financial services professionals.

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Hunter Koon

Sr. Product Manager
With five years of dedicated experience at in Product Management, my journey from Product Owner to Product Manager II exemplifies a deep commitment to product excellence and strategic vision. Our team has harnessed analytical skills and business acumen to deliver innovative solutions that resonate with our users. Aligned with FloQast's mission, I bring an in depth understanding of accounting principles to the tech sphere, marrying technical product management with strategic business insights. This unique perspective allows me to contribute meaningfully to our organization's culture and goals while fostering a collaborative environment that values diverse experiences.

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READY TO JOIN?

Contact our team today to explore how we can work together.

NASBA Disclaimers
Suralink is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Registry ID #: 168814). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Webinars
Certain Suralink webinars may be eligible for NASBA CPE credit as indicated at the time of registration. Please refer to the applicable registration page for more details. In order to receive CPE credit, attendees must meet the eligibility requirements below.

Eligibility requirements for all webinars (or Group Internet-Based programs, as defined by NASBA) are as follows: Certificates will be provided within 60 days of course completion. Participants are responsible for providing accurate information during registration and for participating in the entire webinar. Failure to meet these requirements may impact credit eligibility.
Eligibility Requirements for 1 CPE credit:
Length of Webcast: 60 minutes
Minimum Viewing Time: 50 minutes
Minimum Polling Questions Answered: Three

For more information regarding webinar refund, complaint and program cancellation policies, please contact: webinars@suralink.com

ABOUT SURALINK

Suralink's open platform is leveraged by more than 800,000 users worldwide.

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.