Suralink

A cloud-based platform that streamlines document requests and collaboration between accounting firms and their clients.

What Adopt agents can do with Suralink

• Track PBC request list status by client
• Read uploaded client documents and comments
• Surface overdue and blocked requests
• Report on engagement readiness

Why finance teams connect Suralink

Adopt agents read from and write to Suralink over a governed connection, so close, reconciliation, and reporting work runs across Suralink and the rest of your finance stack without manual exports or swivel-chair data entry.