Autire vs CannyECM

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.

CannyECM is an enterprise content management system for digitizing, organizing, searching, securing and retrieving business documents. Its visual workflow builder supports conditional logic, deadline reminders, electronic signatures and multi-step approvals. Full-text search uses Elasticsearch and can filter by metadata, tags and AND/OR conditions; the system advertises OCR accuracy of up to 99%. Organizations can deploy it in cloud, on-premise or hybrid environments. Listed integrations include business systems such as SAP ERP, Oracle E-Business Suite and Microsoft Dynamics, alongside productivity and collaboration tools including Microsoft 365, Google Workspace, SharePoint, Slack and Microsoft Teams. Connection options include RESTful API, SOAP web services, webhooks, CSV/Excel import and direct database access. Security features include AES-256 encryption at rest, TLS 1.3 in transit, role-based access, immutable audit trails, SSO, LDAP and multifactor authentication. The product lists GDPR, HIPAA, ISO 27001:2013, SOC 2 Type II, SOX and PCI DSS compliance. It has no free plan; pricing is on request, with a 30-day trial.