Autire
autire.com
What it is
Autire is a browser-based platform for employee benefit plan audits, linking planning, testing, and financial statement delivery. Firms can set materiality thresholds, risk logic, and templates for reuse across engagements. Its client portal handles plan-specific document requests and follow-ups based on AICPA and DOL requirements. Auditors can upload a trust report PDF to extract plan activity and build a trial balance. Testing rules apply to all available participant records, including contributions and distributions. The platform groups audit exceptions by root cause for review and generates financial statement packages from tested and verified data using firm-approved templates. Autire says it maintains SOC 2 Type 2 controls, encrypts stored data with AES-256 and data in transit with TLS 1.2+, and hosts data in US AWS regions. Audit data is retained for seven years, and Social Security numbers are not required to complete an audit. The company says all support staff are former EBP auditors and that direct DOL inspection and peer review support is included in the per-audit fee. Pricing is on request, and the service is intended for business users.
Spec sheet
- Purpose
- Autire is an end-to-end platform built specifically to automate employee benefit plan (EBP) audits for CPA firms.Read 4 Oct 2026 · autire.com
- Intended users
- Autire's terms state that the service is intended for business users who do not qualify as consumers.Read 4 Oct 2026 · autire.com
- Deployment
- Autire describes the product as browser-based and cloud-hosted, with no infrastructure to install.Read 4 Oct 2026 · autire.com
- Integrations
- The planning page names ASH and Finch integrations for pulling data from supported recordkeepers and payroll providers.Read 4 Oct 2026 · autire.com
- Security
- Autire says it maintains SOC 2 Type 2 controls, encrypts data at rest with AES-256 and in transit with TLS 1.2+, and hosts data in US AWS regions.Read 4 Oct 2026 · autire.com
- Support
- Autire says 100% of its support team are former EBP auditors.Read 4 Oct 2026 · autire.com
- Headquarters
- Addison, Texas, United StatesRead 28 Sep 2026 · autire.com
- Founded
- 2017Read 28 Sep 2026 · autire.com
- Company
- Autire Technologies, LLC is identified as a Texas limited liability company with an office in Addison, Texas.Read 3 Oct 2026 · autire.com
- AI analysis
- Autire says its AI groups audit exceptions by root cause and provides context for review.Read 4 Oct 2026 · autire.com
- AI data use
- Autire states that client audit data is never used to train or tune AI models.Read 4 Oct 2026 · autire.com
- Audit wrap-up
- Autire generates a financial statement package from data the team has tested and verified, using firm-approved templates.Read 3 Oct 2026 · autire.com
- Availability
- Its service level agreement sets a 99.75% monthly production availability objective, excluding planned maintenance.Read 4 Oct 2026 · autire.com
- Client portal
- Plan-specific document requests and follow-up requests are handled through a secure client portal.Read 4 Oct 2026 · autire.com
- Data retention
- Autire says audit data is retained for seven years and that Social Security numbers are not required to complete an audit.Read 3 Oct 2026 · autire.com
- Document requests
- Autire provides plan-specific document request lists through a client portal, with lists based on AICPA and DOL requirements.Read 3 Oct 2026 · autire.com
- Financial statements
- The platform generates a financial statement package from audit data using firm-approved templates.Read 4 Oct 2026 · autire.com
- Participant testing
- Autire applies testing rules to 100% of available participant records, including contributions and distributions.Read 4 Oct 2026 · autire.com
- Planning
- Firms can set materiality thresholds, risk logic, and templates once, then apply them across engagements.Read 3 Oct 2026 · autire.com
- Pricing model
- Fees are specified in a written Order Form; the subscription agreement also defines committed plan audit counts and overage fees.Read 4 Oct 2026 · autire.com
- Testing
- Autire describes full-population testing of participant records rather than sampling.Read 3 Oct 2026 · autire.com
- Trust reconciliation
- Auditors can upload a trust report PDF, which Autire uses to extract plan activity and build a trial balance.Read 4 Oct 2026 · autire.com
- Workflow
- It connects audit planning, testing, and financial statement delivery in one system.Read 4 Oct 2026 · autire.com
Strong points and limits
Strong points
- Testing rules apply to all available participant records.
- Trust report PDFs can be used to build a trial balance.
- Financial statements use firm-approved templates.
- DOL inspection and peer review support is included in the per-audit fee.
Limits
- Pricing is available on request.
- The service is intended for business users, not consumers.
- Availability target excludes planned maintenance.
Who it suits
Autire is intended for business users and is built for firms conducting employee benefit plan audits. It may suit teams seeking a connected process from planning through financial statements.
Verdict
Autire connects EBP audit planning, testing, and financial statement delivery, with stated controls and included audit support. Firms should request pricing and consider the business-user limitation.
Where Specifiction places it
- External Audit Software#16 of 297.4
