Bringing The Audit Trail Into Excel For Suralink

Client Overview

Suralink is a leading provider of agentic automation software for accounting firms and their clients. The Suralink platform is used by firms worldwide to manage client engagements, request and track supporting documentation, and keep audit work moving. Suralink’s focus is on removing the administrative friction from professional services work, so that skilled people spend their time on judgement rather than on chasing paper.

Challenge

Audit workpapers have always depended on a trail of evidence: a figure in a spreadsheet, tied by hand to the source document that supports it. Tick marks, cross-references, printouts, and a great deal of manual checking. Firms going digital-first needed that same audit trail to exist inside Excel — the tool their teams already work in every day — without asking auditors to change how they work.

Solution

Suralink selected McKenna Consultants to help design and build Workpaper Suite, based on our deep expertise in Microsoft Office Add-In development and complex document integration. Our engineers have worked alongside Suralink’s in-house team continuously since the project’s first commit, as one blended team.

You can see the results for yourself here: https://www.suralink.com/workpaper-suite

Why Suralink Chose McKenna Consultants

Suralink engaged McKenna Consultants to augment their already excellent team because of McKenna’s:

• Expert-level knowledge of Microsoft Office Add-In development and the Office.js platform.
• Proven experience with complex document viewing, annotation, and PDF integration.
• Depth in performance-critical engineering — algorithms, workers, and caching — inside the constraints of an Office add-in.
• Professional, collaborative approach that complements in-house development teams.

For us, the project is a perfect example of what a strong partnership can deliver. Our engineers have worked alongside Suralink’s in-house team since the first day of planning and in close collaboration throughout. We brought specialized Office Add-in and document integration technical expertise to a team with deep audit domain knowledge. Together, we built something ambitious that we both can be proud of.