Suralink AI features and pricing (October 2026)

Suralink is a request-to-review platform for accounting firms that combines client document requests with AI automation. Agents prescreen uploaded evidence, vouch data, run sample tests and tie out financial statements, supporting audit, tax, advisory and internal audit engagements.

Suralink started with managing requests for documents between firms and clients. Its CORE plan covers request list management with an "ask anything" AI function, dashboards, a client portal and single sign-on for firms. The Workpaper Suite, Cloud Testing Suite, Financial Statement Tie Out, secure file sharing and e-signature are add-ons that require CORE. The Agent Library adds Document Prescreen and Data Vouching agents. The company reports more than 1,200 firms, 800,000 users, over two million engagements and 135 million protected files. Named customers include BDO, CBIZ, Eide Bailly, PKF and Sikich.

• Prescreens client documentsThe Document Prescreen Agent validates documents as clients upload them, before a staff member opens them. Engagement teams catch missing pages, wrong periods or incomplete files early and send fewer follow-up requests later.
• Runs sample testingThe Data Vouching Agent and the Cloud Testing Suite prescreen client data and complete sample testing automatically. Staff spend less time vouching individual items and more time on exceptions that need judgment.
• Ties out financial statementsFinancial Statement Tie Out reviews financial statements with AI for accuracy issues, inconsistencies with the prior year and internal contradictions. Reviewers get a list of discrepancies before partner review instead of checking every cross-reference by hand.
• Answers questions about requestsAn AI function in request management answers questions about the engagement's requests and documents. Managers can see what is outstanding or where a document sits without scrolling through long request lists.

• Starts from the client request process, so AI checks evidence at the moment clients upload it.
• Used by more than 1,200 firms with 800,000 users, according to Suralink, including BDO and CBIZ.
• Single sign-on is included in the CORE plan for firms rather than sold as an add-on.

Suralink reports more than 1,200 firms as users and names the US firms BDO, CBIZ, Eide Bailly and Sikich.

Suralink is used by accounting firms and their clients, so check how it fits your audit methodology and existing workpaper software. Pricing is tailored after a demo, and testing and tie-out modules are priced as add-ons. Suralink names AWS as its host and cites SOC 2 compliant data centers, but no SOC report of its own. Ask for the SOC report, hosting region and the DPA. Clarify how agent test results are documented for your quality management.

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