EBP audit workflow is cumbersome and manual, requiring significant data cleanup, documentation review, and evidence collection.

Existing tools like Autire may not fully automate the messy data cleanup and cross-entity coordination required for EBP audits.

Severity

3Medium

Willingness to Pay

implied

Added

Jun 5, 2026

Workarounds Described

uses manual spreadsheet and email to track missing client evidence
manually reviews plan documents for changes
manually reconciles census data across multiple files

Implied Software Gaps

Evidence request management with automated reminders and status tracking
Document comparison tool for plan amendments
Census data reconciliation and validation engine

App Concept

AuditFlow Autopilot

Automates EBP audit workflows by ingesting messy plan data, performing census cleanup, validating contribution tests, and tracking evidence requests. Integrates with recordkeepers and TPAs to reduce manual workpaper prep and follow-up.

Key Features

Automated census data cleanup and validation
Plan document version control with redline comparisons
Contribution testing engine with real-time discrepancy alerts
Sample selection and documentation tracker for loans/distributions
SOC report parsing and compliance checklist
Automated missing evidence requests and status dashboard

Target Users: Auditors at CPA firms handling employee benefit plan audits, for plans with 100+ participants

Revenue Model: $99/mo per auditor seat, with enterprise tier at $499/mo for up to 10 users

Existing Solutions Mentioned

Autire

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