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Autire

What Autire is
Autire is a web-based system for employee benefit plan (EBP) audits, bringing planning, testing, and financial statement delivery together. Firms can establish materiality thresholds, risk logic, and templates for reuse across engagements. Its client portal manages plan-specific document requests and follow-ups based on AICPA and DOL requirements. Auditors can upload trust report PDFs to extract plan activity and create a trial balance. The platform applies testing rules to all available participant records, including contributions and distributions, and groups exceptions by root cause for review. It creates financial statement packages from tested and verified audit 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; Social Security numbers are not required. Pricing is available on request, and the service is intended for business users.
Who it suits
Autire suits audit firms handling employee benefit plan audits that want planning, testing, document collection, and statement preparation in one system. Its terms describe the service as intended for business users who do not qualify as consumers.
What it does well
- Reusable materiality thresholds, risk logic, and templates
- Client portal handles plan-specific requests and follow-ups
- Testing rules cover all available participant records
- Generates statements from verified audit data
- Direct DOL inspection and peer review support included
What to know first
- Pricing is available only on request
- Web platform only
- Service is intended for business users, not consumers
Getting started
- Visit Autire’s website in a browser.
- Contact Autire for pricing and access details.
- Use the cloud-hosted browser service; no infrastructure installation is required.
- Set materiality thresholds, risk logic and firm templates for engagements.
- Use the client portal to request plan documents, then upload trust reports and audit data.
Autire is a cloud-hosted audit platform focused on employee benefit plan (EBP) work. It is best suited to firms seeking a connected workflow from planning through financial statement delivery. Its EBP-specific processes and audit-oriented support stand out, while custom pricing and a web-only platform may not fit every firm.
Overview
Autire brings planning, testing, and wrap-up into one system. Firms can establish materiality thresholds, risk logic, and templates for reuse across engagements. That can help standardize recurring EBP audits, though firms should ensure shared settings suit their methodology and each engagement.
For trust reconciliation, auditors can upload a trust report PDF; Autire extracts plan activity and builds a trial balance. The secure client portal handles plan-specific document requests and follow-ups, with request lists based on AICPA and DOL requirements. Connections through ASH and Finch support data pulls from supported recordkeepers and payroll providers.
Key features
- Reusable planning: Shared thresholds, risk logic, and templates can reduce repeated setup and support consistency across engagements.
- Participant testing: Autire applies rules to 100% of available participant records, including contributions and distributions. Full-population testing avoids relying on a sample, but the stated coverage is limited to records available to the platform.
- Exception analysis: Its AI groups exceptions by root cause and provides context for auditor review. Autire says client audit data is not used to train or tune AI models.
- Financial statements: The platform generates a financial statement package from data the team has tested and verified, using firm-approved templates. That links wrap-up to verified work rather than making statement delivery a separate process.
- Security and retention: Autire states that it maintains SOC 2 Type 2 controls, uses AES-256 encryption at rest and TLS 1.2 or higher in transit, and hosts data in US AWS regions. Audit data is retained for seven years; Social Security numbers are not required to complete an audit.
- Support and availability: Autire says its support team consists entirely of former EBP auditors, and direct DOL inspection and peer review support is included in the per-audit fee. Its monthly availability objective is at least 99.75%, excluding planned maintenance.
Pricing
Autire is paid software with custom pricing available on request. The per-audit fee includes direct DOL inspection and peer review support, which may matter to firms that want help beyond routine product support. No seat or engagement quotas are stated.
Platforms
Autire is browser-based and cloud-hosted, with no infrastructure to install. Its web-only delivery suits firms that want to avoid local installation, but it is not a fit for teams requiring a Windows or desktop application. The service is intended for business users who do not qualify as consumers.
Who it's for
Autire is a strong fit for firms conducting recurring EBP audits that want planning, evidence collection, testing, and statements in a unified workflow. Reusable planning settings, plan-specific requests, and participant testing address core steps in that work. Firms seeking a general-purpose audit platform, consumer access, or a published price should look elsewhere.
Pros and cons
- Pro: Planning through statement delivery runs in one system, with reusable settings suited to repeat engagements.
- Pro: Full-population testing covers all available participant records rather than only a sample.
- Pro: Support from former EBP auditors and included inspection and peer review assistance align with the product's specialist focus.
- Con: Custom pricing requires firms to request a quote before comparing costs.
- Con: Web-only access excludes teams that require desktop or Windows deployment.
- Con: Seven-year retention is a meaningful data lifecycle commitment for firms evaluating audit records and client information.
Alternatives
For a broader shortlist, see External Audit Software.
- Fieldguide is another paid web and API option with custom pricing; consider it if you want to compare a different audit platform.
- Inflo offers a free plan and a paid Digital Audit license whose fee varies by modules and clients or engagements; consider it if a freemium option or variable engagement licensing suits your needs.
- AuditDesktop is a paid web and Windows alternative.
- Engagement CS is a paid web and Windows alternative.
- Audit Interact is a paid web alternative.
- BrightWorkpapers (formerly MyWorkpapers) is a paid web alternative.
- Caseware Audit is a paid Windows alternative.
- Finspectors.ai is a paid web alternative.
Verdict
Choose Autire if your firm performs EBP audits and values a single workflow, full-population participant testing, and support from auditors familiar with the work. Look elsewhere if you need desktop access, consumer use, or pricing you can assess without requesting a quote.
Verdict
Autire connects core EBP audit work from planning through financial statement delivery. Firms should note that pricing requires a request and the service is for business users.
Questions
How much does Autire cost?
Pricing is available on request. Direct DOL inspection and peer review support is included in the per-audit fee.
Is Autire available as a free plan or trial?
No free plan or free trial is listed in the facts.
What platforms does Autire support?
Autire is browser-based and cloud-hosted.
What integrations are named?
The planning page names ASH and Finch integrations for pulling data from supported recordkeepers and payroll providers.
Who is Autire intended for?
Its terms say the service is intended for business users who do not qualify as consumers.
How does Autire handle audit data?
The company says audit data is retained for seven years, client data is never used to train or tune AI models, and Social Security numbers are not required to complete an audit.
Facts from Autire's own pages
- AI analysis
- Autire says its AI groups audit exceptions by root cause and provides context for review. · autire.com, 4 Oct 2026
- AI data use
- Autire states that client audit data is never used to train or tune AI models. · autire.com, 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, 3 Oct 2026
- Availability
- Its service level agreement sets a 99.75% monthly production availability objective, excluding planned maintenance. · autire.com, 4 Oct 2026
- Client portal
- Plan-specific document requests and follow-up requests are handled through a secure client portal. · autire.com, 4 Oct 2026
- Company
- Autire Technologies, LLC is identified as a Texas limited liability company with an office in Addison, Texas. · autire.com, 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, 3 Oct 2026
- Deployment
- Autire describes the product as browser-based and cloud-hosted, with no infrastructure to install. · autire.com, 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, 3 Oct 2026
- Financial statements
- The platform generates a financial statement package from audit data using firm-approved templates. · autire.com, 4 Oct 2026
- Founded
- 2017 · autire.com, 28 Sept 2026
- Headquarters
- Addison, Texas, United States · autire.com, 28 Sept 2026
- Integrations
- The planning page names ASH and Finch integrations for pulling data from supported recordkeepers and payroll providers. · autire.com, 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, 4 Oct 2026
- Participant testing
- Autire applies testing rules to 100% of available participant records, including contributions and distributions. · autire.com, 4 Oct 2026
- Planning
- Firms can set materiality thresholds, risk logic, and templates once, then apply them across engagements. · autire.com, 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, 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, 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, 4 Oct 2026
- Support
- Autire says 100% of its support team are former EBP auditors. · autire.com, 4 Oct 2026
- Testing
- Autire describes full-population testing of participant records rather than sampling. · autire.com, 3 Oct 2026
- Trust reconciliation
- Auditors can upload a trust report PDF, which Autire uses to extract plan activity and build a trial balance. · autire.com, 4 Oct 2026
- Workflow
- It connects audit planning, testing, and financial statement delivery in one system. · autire.com, 4 Oct 2026
Where Autire stands on Freedom251
- External Audit Software#24 of 29
