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Complete EBP Audit Wrap Up

Autire collects everything tested and generates your workpapers and financial statement package from the same verified data. No re-entering, no reformatting, no copying across a dozen disconnected tools.

Validate Plan-Level Procedures

Plan-Level Procedures run last, after every other audit procedure. Autire reconciles the underlying data to the audited trial balance automatically, the same standardized process every time, so every plan-level total is confirmed accurate before financial statements generate.

Autire plan-level procedures checklist: trial balance, participant activities and plan expense checks complete, final analytics pending

Clean Review. Clear Sign-Off.

Reviewer comments and sign-offs run in a dedicated workspace, kept separate from preparation. Reviewers see a consolidated view instead of paging through the file section by section. Final PDFs deliver directly to the client through the Plan User module, so review runs through one system for both firm and client.

Autire Review Queue with three findings, one signed off, and a missing prior year correction finding awaiting management response

Financial Statements in Seconds

Autire generates the full financial statement package, representation letter and governance letter included, in 30 seconds from audit data already checked for accuracy and completeness.

Firms configure their templates, letterhead, fonts, content order once, so output reads as their own work. After that, most audits need only minor tweaks in native Word and Excel.

Autire generating deliverables: financial statements and disclosures and the representation letter complete, governance letter in progress

DOL and Peer Review Support Included

Peer review and DOL inspection support are included in every engagement. When a review comes, the Autire team stands behind your audit.

Shield icon captioned Peer Review and DOL Support For Every Engagement

4 Hours

Shareholder review time, once the team gets back on Autire

Even with new staff using Autire, my review time for each audit is cut in half.

Audit Manager

IPA Top 150 CPA Firm

Ready to Transform Your EBP Practice?

See the complete Autire workflow from document gathering through financial statement delivery.

Autire Technologies, LLC