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https://catalogartifact.azureedge.net/publicartifacts/81805150.5df8c5ad-1aad-494b-8013-7492bc2985ff-5b63ad4d-1dd4-4a45-aa15-26751ef88902/image3_suralinklogomarkgradient.png

Suralink Workpaper Suite

par 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

Fonctionnalités de l’application

Lorsque cette application est utilisée, elle
  • Peut lire votre document et y apporter des modifications
  • Peut envoyer des données via Internet

Vue d’ensemble

https://catalogartifact.azureedge.net/publicartifacts/81805150.5df8c5ad-1aad-494b-8013-7492bc2985ff-5b63ad4d-1dd4-4a45-aa15-26751ef88902/image2_1.SuralinkWPSConnectFiles13661.png
https://catalogartifact.azureedge.net/publicartifacts/81805150.5df8c5ad-1aad-494b-8013-7492bc2985ff-5b63ad4d-1dd4-4a45-aa15-26751ef88902/image1_2.SuralinkWPSSyncFiles13661.png
https://catalogartifact.azureedge.net/publicartifacts/81805150.5df8c5ad-1aad-494b-8013-7492bc2985ff-5b63ad4d-1dd4-4a45-aa15-26751ef88902/image4_3.SuralinkWPSInputData13661.png
https://catalogartifact.azureedge.net/publicartifacts/81805150.5df8c5ad-1aad-494b-8013-7492bc2985ff-5b63ad4d-1dd4-4a45-aa15-26751ef88902/image5_5.SuralinkWPSDataLinking13661.png
https://catalogartifact.azureedge.net/publicartifacts/81805150.5df8c5ad-1aad-494b-8013-7492bc2985ff-5b63ad4d-1dd4-4a45-aa15-26751ef88902/image0_6.SuralinkWPSClientFollowup13661.png
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