The short answer
Clark and Suralink are both audit & risk tools. They overlap on Workpapers. On published figures, Suralink leads on larger reported customer base (800,000 users globally; 60% of the top 200 accounting firms vs 35+ CPA firms, including CliftonLarsonAllen and Aprio). Best fit: Clark for CPA firms short on audit staff during busy season and Suralink for CPA firms replacing spreadsheet-based PBC tracking with a client portal. Shortlist on fit, then compare quotes for the same scope.
Which should you choose?
Choose Clark if…
- you're among CPA firms short on audit staff during busy season
- you're among firms that want AI to own whole engagement areas, not just extraction
- you're among EBP and government audit practices looking to add capacity
- this Suralink drawback matters to you: pricing is quote-based, so buyers cannot compare published tiers or calculate a self-serve budget
Choose Suralink if…
- you're among CPA firms replacing spreadsheet-based PBC tracking with a client portal
- you're among audit teams that need request status, evidence, and communication in one record
- you're among firms wanting workpaper and AI testing capabilities alongside client collaboration
- you want a larger reported customer base (800,000 users globally; 60% of the top 200 accounting firms vs 35+ CPA firms, including CliftonLarsonAllen and Aprio)
- this Clark drawback matters to you: no public pricing
At a glance
| Attribute | Clark | Suralink |
|---|---|---|
| Starting price | Custompricing as of Nov 2026 | Custompricing as of Oct 2026 |
| Pricing model | Annual subscription, quote-based | Annual subscription, quote-based |
| Free trial | No public free trial is listed; book a demo. | No public free trial is advertised; request a demo or quote. |
| Founded | Not disclosed (formerly uiAgent) | 2014 |
| Headquarters | New York, NY | Salt Lake City, UT |
| Funding | $16M total | Not published |
| Frameworks | SOC 1 Type 2, SOC 2 Type 2, ISO 27001; supports HIPAA and GDPR | Not published |
| Coverage | US CPA firms | Audit, tax, advisory, internal audit, security consulting, financial services, and investment firms |
| Integrations | SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel, email | 50+ API endpoints |
| Customers | 35+ CPA firms, including CliftonLarsonAllen and Aprio | 800,000 users globally; 60% of the top 200 accounting firms Leads |
| Rating | Not published | 4.5/5 on G2 (176 reviews) |
| Focus | AI audit staff for CPA firms | Audit request and workpaper management |
Figures are as published by each vendor or review site on the verification date. "Leads" marks the stronger published figure; it isn't a recommendation on its own.
Where each one leads
- Suralink: larger reported customer base800,000 users globally; 60% of the top 200 accounting firms vs 35+ CPA firms, including CliftonLarsonAllen and Aprio
Pricing compared
Clark pricing
Custom · pricing as of Nov 2026
Plan-level pricing not published.
Clark does not publish prices or plans. Firms book a demo and receive a quote. The 40% time savings figure on Clark's site is described as illustrative, not a measured average.
Free trial: No public free trial is listed; book a demo.
Suralink pricing
Custom · pricing as of Oct 2026
- Suralink CORECustom
Dynamic request lists, client portal, dashboards, file preview, AI question tool, rollforward lists, SSO, OCR, archive, and support.
- Cloud Testing SuiteCustom
Document Prescreen Agent, Data Vouching Agent, workpaper import to Excel, and AI audit trail.
- Financial Statement Tie OutCustom
Mathematical accuracy, internal consistency, prior-year consistency, and version comparison agents with tickmark exports.
- Workpaper SuiteCustom
Request-list syncing, data matching, data linking, extraction, Sum Finder, Excel add-in, preview, comments, and optional AI link tools.
- Add-onsCustom
Secure File Sharing and E-Signature with file-transfer, link, signing, authentication, reminders, and certificate features.
Suralink does not publish list prices and directs firms to contact sales. Packaging includes CORE request-list functionality, Cloud Testing Suite, Financial Statement Tie Out and Workpaper Suite. Secure file-sharing and e-signature capabilities are optional add-ons.
Free trial: No public free trial is advertised; request a demo or quote.
Key capabilities
Clark
- Clerks (AI audit employees). Autonomous agents assigned to engagement areas that collect documents, run tests, draft workpapers and chase client follow-ups, with CPAs retaining review and sign-off.
- Ava AI teammate. The assistant firms interact with to assign work, review output and ask questions about an engagement.
- Material Intelligence. Clark's agent harness, document processing and multi-layer memory that keeps context across documents and over the course of an engagement.
- Excel add-in. Brings Clark's extraction and testing into Excel workpapers so staff can stay in their spreadsheets.
- Integrations and UI automation. Connects to SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel and email, and uses UI automation for client sites without APIs.
- Peer Review Guarantee. Clark pays capped damages and refunds that client's fees if an Ava extraction error or miss becomes a peer review finding; team overrides are excluded.
- Specialty audit coverage. Clark markets Clerks for employee benefit plan (EBP) audits and for firms expanding into government audits.
Suralink
- Request list management. Create dynamic PBC lists, assign requests, roll engagements forward, and track completion in real time.
- Secure file exchange. Collect and send files through encrypted, branded portals with bulk upload, download, and link controls.
- Workpaper preparation. Sync request evidence with Excel-based workpapers and use matching, linking, extraction, and Sum Finder tools.
- AI audit testing. Use document prescreening, data-vouching, and tie-out agents for selected evidence and financial-statement checks.
- Engagement tracking. Provide dashboards, comments, approvals, notifications, search, OCR, reporting, and a complete activity history.
- E-signature. Request signatures with permissions, reminders, knowledge-based authentication, guest signing, and completion certificates.
- Open integrations. Connect via 50-plus API endpoints and supported integrations to move documents and engagement data between systems.
Pros and cons
Clark
Pros
- Clerks own engagement areas end to end, from document requests to draft workpapers
- Peer Review Guarantee puts money behind extraction accuracy
- SOC 1 Type 2, SOC 2 Type 2 and ISO 27001, with no training on customer data
- Named mid-market and top-25 CPA firm customers
Cons
- No public pricing
- Young company with $16M raised in total
- The 40% time savings figure is illustrative, not a measured average
- Built for US CPA firms; not aimed at internal audit teams
Suralink
Pros
- Combines dynamic request lists, secure exchange, comments, and status tracking in one workflow.
- Rollforward and templates reduce repetitive setup for recurring engagements.
- Workpaper and tie-out products extend the platform beyond basic file sharing.
- Public integrations and APIs support connection to accounting and audit systems.
Cons
- Pricing is quote-based, so buyers cannot compare published tiers or calculate a self-serve budget.
- The product breadth is split across suites and add-ons that require packaging discussions.
- G2 reviewers report occasional notification, access, download, and peak-period performance issues.
- It is specialized for professional-services evidence workflows rather than a general audit binder or practice-management suite.
How they're similar
- Both are listed in our audit & risk directory.
- Both list Workpapers.
- Both highlight integrations with Box.
- Both use quote-based pricing, so the final price depends on scope and negotiation.
How they differ
- Focus
- Clark: AI audit staff for CPA firms
- Suralink: Audit request and workpaper management
- Founded
- Clark: Not disclosed (formerly uiAgent)
- Suralink: 2014
- Headquarters
- Clark: New York, NY
- Suralink: Salt Lake City, UT
- Listed only for this tool
- Clark: Audit automation, AI agents, CPA firms, Employee benefit plan audits, Government audits, Peer review +1 more
- Suralink: Audit, PBC requests, Secure file sharing, Client collaboration, E-signature, AI audit testing +3 more
Frequently asked questions
Is Clark cheaper than Suralink?
+
The published prices can't be compared directly (they are quote-based, use different billing units, or aren't published), so request quotes for the same scope. Clark: Custom (annual subscription, quote-based). Suralink: Custom (annual subscription, quote-based). (Clark pricing pricing as of Nov 2026; Suralink pricing pricing as of Oct 2026.) Total cost depends on plan, company size and add-ons.
Which is better for startups, Clark or Suralink?
+
Clark's published positioning doesn't single out startups; its first best-fit group is "CPA firms short on audit staff during busy season". Suralink's published positioning doesn't single out startups; its first best-fit group is "CPA firms replacing spreadsheet-based PBC tracking with a client portal". Neither answer replaces a quote for your headcount and scope.
Can I switch from Clark to Suralink?
+
Yes. They are separate products, so switching means setting up Suralink and reconnecting your systems. Both list integrations with Box, so those connections are available on either side. Check your Clark contract term and renewal date before you commit. Data migration tooling isn't covered in our sources, so ask Suralink whether it can import your Clark data.
Does Clark or Suralink have more integrations?
+
Clark: SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel, email; Suralink: 50+ API endpoints. Vendor counts are self-reported and define "integration" differently, so check that the specific systems you use are supported.
How do Clark and Suralink reviews compare?
+
Clark: no rating in our data; Suralink scores 4.5/5 from 176 reviews on G2. Ratings are third-party review-site data, not our own testing.
Do Clark and Suralink offer a free trial?
+
Clark: No public free trial is listed; book a demo. Suralink: No public free trial is advertised; request a demo or quote.
Go deeper
Clark
Audit & Risk
Suralink
Audit & Risk
Sources
Vendors change pricing and features often, so confirm with each vendor before buying. How we research
Clark
Last verified
Work at one of these companies or spot something out of date? Suggest a correction. We check every report against a public source and update the page, usually within a few days.