Case Study: Q2ebanking streamlines audit document management with Suralink

Supporting Internal Audit by Simplifying Document Workflow

Q2ebanking, a secure cloud-based digital banking solutions company, needed a better way to manage internal audit and SOC engagement workflows. Its team was buried in manual spreadsheets, email chains, and hard-to-track request lists, and it struggled to exchange large files and keep document status current across multiple auditors. Suralink’s request list and document management platform was introduced to replace those clunky processes.

With Suralink, Q2ebanking gained a centralized, automated PBC workflow for internal audit, management testing, quarterly review requests, and external auditor controls testing. The team could track document status clearly, handle any file size or type, and maintain consistency between periods. Suralink helped streamline the PBC process, improve efficiency across the business, and expand from internal audit into broader compliance use cases.

Q2ebanking

Colin Meier

Director of Internal Audit