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Suralink Workpaper Suite

by Suralink, Inc.

Automate workpaper prep, improve client communication & manage engagement requests from Excel.

Suralink Workpaper Suite

The Suralink Workpaper Suite add-in for Excel integrates seamlessly with Suralink's Request List Management, streamlining your workpaper preparation and review process.

Key Features:

  • Intelligent Data Extraction: Easily extract data from client support documents (PDFs, images, etc.).

  • Automated Testing & Analysis: Streamline sample testing, population analysis, and workpaper preparation.

  • Integrated Request List Management: Link comments and follow-up questions from workpapers directly to Suralink’s Request List Management.

  • Centralized Document Linking: Link support files to eliminate searching.

  • Built-in Document Previews: Review linked documents directly within Excel.

To use the Workpaper Suite add-in for Excel, a valid Suralink user account and license is required. For more information, contact your administrator or contact Suralink at https://www.suralink.com/contact-us

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance

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https://store-images.s-microsoft.com/image/apps.49765.5df8c5ad-1aad-494b-8013-7492bc2985ff.2fa9b692-8a15-4b96-a8cf-f1bcd2744218.7039c436-5371-4713-9f89-296a873f60fd.png
https://store-images.s-microsoft.com/image/apps.28999.5df8c5ad-1aad-494b-8013-7492bc2985ff.2fa9b692-8a15-4b96-a8cf-f1bcd2744218.fb156fd1-6796-44ab-ac12-9acaf6ffd39d.png
https://store-images.s-microsoft.com/image/apps.41122.5df8c5ad-1aad-494b-8013-7492bc2985ff.2fa9b692-8a15-4b96-a8cf-f1bcd2744218.b4eb297d-ee0a-4516-a3c0-f9a40d3fbfcd.png
https://store-images.s-microsoft.com/image/apps.8319.5df8c5ad-1aad-494b-8013-7492bc2985ff.2fa9b692-8a15-4b96-a8cf-f1bcd2744218.8f8f4cd2-ce91-47fe-bcfa-aa5e06a6505d.png