Traceable, Excel-native AI connects client data to workpapers, helping firms move faster from request to review and improve realization

Suralink, the agentic automation platform for accounting firms and their clients, today announced Workpaper Suite Intelligence, a new set of capabilities within its Workpaper Suite designed to transform how audit and engagement teams turn raw client data into completed workpapers.

Workpaper Suite Intelligence embeds AI directly into Excel workpapers and reduces the manual work associated with data extraction and document interpretation. It includes two AI-powered capabilities: Extract Links, which captures and structures data from client documents, and Link Answers, which allows teams to query complex files, such as lease and debt agreements, and returns relevant information in seconds. Every data point and answer gets linked to its original source for fast verification and auditability.

With Workpaper Suite Intelligence, staff no longer need to spend hours “staring and comparing” PDFs to Excel, and reviewers don’t need to retrace steps through lengthy documents to validate outputs. Data is automatically prepared and made ready for immediate use, allowing teams to begin higher-value work sooner.

“The biggest drag on engagements has always been the time between receiving client information and starting real work,” said Evan Fitzpatrick, CEO of Suralink. “With Workpaper Suite Intelligence, we’re continuing to close that gap so firms can move faster with greater accuracy and improve realization.”

With Workpaper Suite Intelligence, Suralink further enhances the value of its fully-integrated Request-to-Review platform. With Suralink, firm practitioners can seamlessly move between client collaboration and testing and review procedures, all while leveraging natively integrated AI that dramatically increases their efficiency.

To learn more about Suralink Workpaper Suite Intelligence, visit suralink.com/workpaper-suite.

About Suralink

Suralink is the agentic automation platform for accounting professionals and their clients. By unifying the entire request-to-review process, Suralink replaces manual, fragmented workflows with a secure, centralized, and intelligent environment for managing requests, automating testing and review, and delivering a world-class experience for clients. The platform’s configurable AI agents help stakeholders, teams, and clients pre-screen documents, validate data consistency, and surface critical insights throughout the entire engagement lifecycle.

Trusted by more than 800,000 users worldwide, Suralink helps firms drive growth, mitigate risk, and deliver their most efficient engagements ever.

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