Autire vs Inflo

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.

Inflo is a data-driven digital audit platform for accounting and audit firms, covering the audit lifecycle through web-based workflows. Working Papers centralizes engagement management, documentation, digital methodology, and content management. Audit Data Analytics supports risk assessment and audit testing and is described as connecting to any client system for data extraction. Digital Collaboration organizes client communications, requests, and documents with real-time status tracking. Quality Management supplies frameworks, automated workflows, and monitoring for audit-quality processes. InfloLink connects engagement and trial-balance information with Microsoft Word and Excel documents. Single sign-on and API integrations are supported. Inflo says the platform runs on Microsoft Azure and uses 256-bit encryption for data in transit and at rest. It states ISO/IEC 27001:2022 accreditation and a SOC 2 Type II audit report. Users have unique credentials, optional two-factor or multifactor authentication, and engagement access controls. Its AI is assistive, with auditors retaining oversight of evidence evaluation and conclusions. Licensing varies by modules, clients, or engagements.