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What is Suralink?

Suralink offers a dynamic workflow solution that streamlines the tracking of engagement statuses while significantly minimizing the time required to manage numerous documents. This platform simplifies client interactions, allowing for a more efficient engagement process. To keep documents organized and on schedule, users can generate request lists and set clear deadlines for completion. All client requests are centralized in one location, ensuring that everyone involved in the engagement has access to real-time updates. For a quick setup, you can easily import your existing spreadsheet list. Additionally, the ability to create reusable templates for new clients enhances efficiency. By incorporating a personalized sub-domain featuring your name and logo on the login page and within system emails, you can provide a tailored experience that fosters a sense of security for users. Overall, Suralink not only optimizes document management but also elevates client relationships through its user-friendly features.

What is Datricks?

Effective financial management is crucial for the success of businesses, yet it is frequently hindered by human errors, regulatory infractions, and fraudulent actions. Datricks mitigates these threats, transforming your business from a state of vulnerability into a bastion of financial security. In the current rapid-paced environment, employees face significant pressure to meet financial goals while navigating increasing complexities, which heightens the potential risks facing your organization. Errors can arise unexpectedly and often. To address these challenges, Datricks offers a solution that continuously and automatically monitors financial processes, providing insights tailored to your unique business context without the need for manual intervention. It identifies discrepancies and anomalies across all transactions, leveraging AI for real-time analysis within your financial framework. Consequently, finance leaders gain access to a detailed control tower that clarifies their organization’s overall financial status, points out urgent concerns, and supports them in achieving peak performance. This enhanced visibility not only improves decision-making but also cultivates a culture of accountability throughout the entire organization, ensuring everyone is aligned with financial goals. Ultimately, Datricks empowers businesses to thrive by minimizing risks and maximizing operational efficiency.

Media

Media

Integrations Supported

NetSuite
Oracle Fusion Cloud ERP
SAP ERP
Salesforce

Integrations Supported

NetSuite
Oracle Fusion Cloud ERP
SAP ERP
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Suralink

Date Founded

2014

Company Location

United States

Company Website

www.suralink.com

Company Facts

Organization Name

Datricks

Date Founded

2019

Company Location

United States

Company Website

datricks.com

Categories and Features

Audit

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

Categories and Features

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