Suralink
Suralink is an online platform that combines a dynamic PBC list, assignment workflow, and secure file hosting
Overview
Suralink is an online platform that combines a dynamic PBC list, assignment workflow, and secure file hosting. In practice that means recording transactions, reconciling banks and producing financial statements.
Who is it for? Mostly small businesses and their accountants. They also list Accounting, Document Management and Legal, so expect those to show up in the feature set. They are a mid-sized team, 51 to 200 people, which usually shapes who they work with.
Suralink is based in Salt Lake City, Utah. Their site is suralink.com.
Things worth asking about: bank feeds, multi-entity support, and accountant access. Get the renewal terms in writing before the first invoice.
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Key features
Document Management
Legal
Company
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