Suralink Features

Provide portals for customers to communicate with accountants 53 reviewers of Suralink have provided feedback on this feature.

As reported in 51 Suralink reviews. Automate client requests and reminders

Based on 50 Suralink reviews. Consolidate communication between accountants and clients

As reported in 51 Suralink reviews. Provide repository to collaborate on email, clients, jobs and tasks

Create tasks and sub-tasks with assignee, status and due date 51 reviewers of Suralink have provided feedback on this feature.

Based on 51 Suralink reviews. Standardize the onboarding process with templates

Based on 51 Suralink reviews. Assing tasks and checklists to new clients

Create new client in system once propsal is accepted This feature was mentioned in 51 Suralink reviews.

Know where every job stands, who’s working on what, and what’s being said to clients This feature was mentioned in 50 Suralink reviews.

As reported in 48 Suralink reviews. Track/uncover metrics to improve firm decisions and efficiency

Share, save, and organize files 51 reviewers of Suralink have provided feedback on this feature.

Provide a detailed audit trail 50 reviewers of Suralink have provided feedback on this feature.

Receive real-time notifications via email and/or IM about new assignments, updates, and due dates 50 reviewers of Suralink have provided feedback on this feature.

Manage integrations for accounting, project management, email, data integration, or similar platforms This feature was mentioned in 50 Suralink reviews.

Allows the user to process documents in various formats such as PDF, DOCX, and JPEG.

Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR).

Enables the user to identify and extract specific entities like names, dates, and addresses from documents.

Gives user the ability to categorize sections of text within the document based on preset criteria.

Provides the user with the capability to validate the extracted data for accuracy.

Enables the user to process multiple documents in a single batch operation.

Gives user the ability to connect to automation technology, such as robotic process automation (RPA).

Enables users to search through the content of processed documents easily.

Allows the user to track changes and manage different versions of a document.

Gives user the ability to train custom machine learning models for specific data extraction tasks.

Provides the user with the ability to analyze the sentiment expressed in the textual content of the document.

Allows the system to understand the context of words and phrases for better data extraction and classification.

Provides the user with the ability to integrate the IDP system into other applications through APIs.

Assures the user that the system complies with industry regulations like GDPR.

Ensures that all data processed is encrypted for security.

As reported in 25 Suralink reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes 25 reviewers of Suralink have provided feedback on this feature.

Based on 25 Suralink reviews. Works across multiple software systems or databases

As reported in 23 Suralink reviews. Anticipates needs and offers suggestions without prompting