Manual data ingestion, PBC chasing, and contribution testing consume excessive time in EBP audits, threatening capacity to handle 40 engagements with same headcount.

Workarounds Described

• seniors spend most of a workday manually ingesting census data per engagement
• PBC chasing takes 3-4 hours across the cycle manually
• contribution testing manually each year without automation

Implied Software Gaps

• Automated data extraction and validation tool for census files from various sources
• Integrated client portal with automated PBC requests and status tracking
• Automated contribution testing engine with configurable rules and report generation

EBPAuditFlow

EBPAuditFlow is a specialized audit automation platform for Employee Benefit Plan audits. It ingests census data from multiple formats automatically, tracks and requests PBC items via a client portal, and runs contribution testing with one click—all within a single, purpose-built workspace. Replaces manual spreadsheets and generic tools, cutting hours per engagement.

Existing Solutions Mentioned