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Autire

Addison, Texas, United States

What it is

Autire is a browser-based, cloud-hosted platform for employee benefit plan audits, connecting planning, testing, and financial statement delivery. Audit firms can set materiality thresholds, risk logic, and templates for reuse across engagements. Its secure client portal handles plan-specific document requests and follow-ups based on AICPA and DOL requirements. Auditors can upload trust report PDFs for extraction of plan activity and trial-balance creation, while testing rules apply to 100% of available participant records, including contributions and distributions. The platform groups audit exceptions by root cause for review and generates financial statement packages from tested, 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. It says audit data is retained for seven years, Social Security numbers are not required, and client data is not used to train or tune AI models. Pricing is available on request; the service is intended for business users.

For and against

For

  • Connects planning, testing, and statement delivery
  • Applies testing rules to all available participant records
  • Includes a secure client portal for requests
  • Generates statements from firm-approved templates
  • Direct DOL inspection and peer review support is included

Against

  • Pricing is available on request
  • Intended for business users, not consumers
  • Availability objective excludes planned maintenance

The verdict

Autire brings several EBP audit stages into one browser-based platform and includes audit-specific client requests and reporting. Firms should request pricing and assess whether its business-user focus and stated workflow fit their needs.

Who it suits

Autire is intended for business users, particularly firms conducting employee benefit plan audits. It may suit teams seeking a connected process for audit planning, participant testing, and financial statement preparation.

On the record

AI analysis
Autire says its AI groups audit exceptions by root cause and provides context for review.autire.com · read 4 Oct 2026
AI data use
Autire states that client audit data is never used to train or tune AI models.autire.com · read 4 Oct 2026
Audit wrap-up
Autire generates a financial statement package from data the team has tested and verified, using firm-approved templates.autire.com · read 3 Oct 2026
Availability
Its service level agreement sets a 99.75% monthly production availability objective, excluding planned maintenance.autire.com · read 4 Oct 2026
Client portal
Plan-specific document requests and follow-up requests are handled through a secure client portal.autire.com · read 4 Oct 2026
Company
Autire Technologies, LLC is identified as a Texas limited liability company with an office in Addison, Texas.autire.com · read 3 Oct 2026
Data retention
Autire says audit data is retained for seven years and that Social Security numbers are not required to complete an audit.autire.com · read 3 Oct 2026
Deployment
Autire describes the product as browser-based and cloud-hosted, with no infrastructure to install.autire.com · read 4 Oct 2026
Document requests
Autire provides plan-specific document request lists through a client portal, with lists based on AICPA and DOL requirements.autire.com · read 3 Oct 2026
Financial statements
The platform generates a financial statement package from audit data using firm-approved templates.autire.com · read 4 Oct 2026
Integrations
The planning page names ASH and Finch integrations for pulling data from supported recordkeepers and payroll providers.autire.com · read 4 Oct 2026
Intended users
Autire's terms state that the service is intended for business users who do not qualify as consumers.autire.com · read 4 Oct 2026
Participant testing
Autire applies testing rules to 100% of available participant records, including contributions and distributions.autire.com · read 4 Oct 2026
Planning
Firms can set materiality thresholds, risk logic, and templates once, then apply them across engagements.autire.com · read 3 Oct 2026
Pricing model
Fees are specified in a written Order Form; the subscription agreement also defines committed plan audit counts and overage fees.autire.com · read 4 Oct 2026
Purpose
Autire is an end-to-end platform built specifically to automate employee benefit plan (EBP) audits for CPA firms.autire.com · read 4 Oct 2026
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.autire.com · read 4 Oct 2026
Support
Autire says 100% of its support team are former EBP auditors.autire.com · read 4 Oct 2026

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