Eide Bailly Streamlines Workflows and Enhances Client Collaboration with Suralink, Unlocking 4,600+ Hours Annually

Top 20 CPA firm reduces technology complexity and drives measurable efficiency gains using Suralink

SALT LAKE CITY--(BUSINESS WIRE)--Suralink, the agentic automation platform for accounting firms and their clients, today announced that Eide Bailly has achieved significant operational improvements through its seamlessly integrated Workpaper Suite capabilities, unlocking more than 4,600 hours of additional annual capacity while streamlining workflows and improving client collaboration.

As client expectations, security requirements, and delivery pressures increased, Eide Bailly experienced growing friction in reviewing, sharing, and securing documentation within its legacy testing provider. Workflows relied on multiple tools, document review was time-intensive, and collaboration often occurred outside systems of record. These challenges led the firm to transition to Suralink during busy season, confident it would unlock significant capacity gains.

“One of the outcomes we were hoping for was to simplify our tech stack and make it less complicated to use the technology," said David Pearson, CPA & National Assurance Partner, Eide Bailly. "Workpaper Suite delivered by consolidating overlapping capabilities into a workflow that integrates more naturally with how we run our audits.”

Through its use of Suralink, Eide Bailly recognized an immediate measurable impact, including rapid time-to-value and ROI. The firm streamlined how teams access, test, and collaborate on client information by introducing in-platform pinned comments and AI-powered capabilities to accelerate support document review and analysis. The firm also strengthened security with mandatory two-factor authentication and reduced reliance on overlapping tools by adopting Suralink’s Workpaper Suite, an Excel add-in designed to eliminate manual work by automating sample testing and data extraction while syncing the request management workflow directly into the team’s native workspace.

To learn more about Suralink, visit suralink.com.

About Suralink

Suralink is the agentic automation platform for accounting professionals and their clients. By unifying the entire request-to-review process, Suralink replaces manual, fragmented workflows with a secure, centralized, and intelligent environment for managing requests, automating testing and review, and delivering a world-class experience for clients. The platform’s configurable AI agents help stakeholders, teams, and clients pre-screen documents, validate data consistency, and surface critical insights throughout the entire engagement lifecycle.

Trusted by more than 800,000 users worldwide, Suralink helps firms drive growth, mitigate risk, and deliver their most efficient engagements ever.