Suralink

Suralink is the agentic automation platform for accounting professionals and their clients, unifying Request-to-Review workflows for 1,300 firms and 800,000+ client users. Our MCP server allows you to query your Suralink engagement data in plain language - outstanding items, client activity, request status - directly from Claude. Ask Claude which clients need attention today. Ask it to summarize what's been uploaded in the last week. Ask it which outstanding items are still waiting on a client response. It pulls from live Suralink data and answers in plain language, so your team skips the manual checking and gets back to the work that actually requires their expertise. Nothing about your Suralink workflow changes. PBC, testing, workpaper prep, tie-out, and review all stay exactly where they are, in one workspace instead of five disconnected steps. Suralink has always sat at the front door of client data. Now, the AI that acts on that data lives there too.