Automated EBP Audit Testing
Autire automates the most time-consuming EBP testing work: trust reconciliation and full population testing. Each test connects to the next so the audit trail builds itself.
Trial Balance in Minutes, Not Hours
Reconcile trust statements automatically. Upload a trust report PDF and Autire extracts investment balances, contributions, distributions, and plan activity, checks the numbers for completeness and accuracy, and builds the trial balance without manual Excel work.
Test Every Participant in Minutes
Autire applies testing rules to 100% of available participant records, every contribution, every distribution, every eligible participant, at the start of the audit.
Every flagged item in the system is contextually tied to the source data, so your team knows the exact occurrence count and dollar impact before the first client conversation. Firms go to clients with focused discussion topics, not open-ended questions.
Client Status Updates in Same Portal
Client communication doesn't stop after planning. Firms share testing status and request follow-up documents through the same portal used in Planning, so clients aren’t juggling a separate email thread mid-engagement.
A CSM Who's Done This Audit Before
Ask your CSM audit questions, not just software questions.
Our CSM have hands-on experience with SOC 1 review and recordkeeper-specific manual testing, and can tell you what evidence to request and how to get it fastest.
30 Minutes
To resolve flagged compliance testing results from start to finish
With Autire, you can just get what you need from plan sponsors, go heads down, and speed through audit steps quick and easy. With the compliance testing steps, Autire makes it straightforward by pointing out flagged results which you can go get the correction for.
IPA Top 150 CPA Firm