This partnership marks a significant change in how efficiently firms using Suralink can complete their work. With accounting data embedded into the user’s workflow, auditors and other accountants can focus on delivering accurate and timely results, instead of manually gathering and inputting data.

In addition, because live data is populated from clients’ accounting packages, firms get a current view of their client without relying solely on annual statements. Auto-population of data will also eradicate errors that occur from manual data entry.

While Suralink users already see efficiency gains of over 30%, Suralink and Validis are confident this partnership will increase that efficiency even further. With Validis, financial items on PBC request lists can be auto-populated, saving over a quarter of the auditor’s time in the process.

“The profession has historically suffered from a ‘same as last year’ mentality, leading to fatigued professionals using out-of-date tools,” said Jeff Gramlich, Managing Director & Head of Accounting at Validis.

“A big part of our mission is to challenge the status quo. It’s clear from the work that Suralink is doing that they share this vision. Joining forces means we can achieve more to bring about digital transformation in the space and help firms deliver data-driven audits. With this integration, the user will be able to track requests for financial data within the Suralink product at a detailed level, reducing professional time and multiple requests to the client,” said Gramlich.

“One of our driving goals is to increase efficiency in the ways firms work. This seamless integration with Validis improves the experience of those who work at the firm and improves outcome and experience for the client as well,” said Miguel Perez, VP of Product at Suralink.

“This integration will help create a frictionless client journey from the offset. Auditors and other accounting professionals have a head start too; with much less manual data gathering to do, they can focus on the task at hand—providing an accurate, timely, quality result for their clients.”

The partnership further demonstrates both Suralink’s and Validis’s open ecosystem vision of joining best-in-class technologies that work together to serve a common purpose, against a backdrop of an industry in need of digital transformation.

“Building and implementing technology together is a big part of addressing the needs of the industry and ultimately making auditors’ lives better,” Gramlich said. “I’m excited to witness how this partnership will help shape the future.”