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Automate EBP audit workpapers and payroll testing to scale your CPA firm's practice.

Eliminate manual data entry and standardize reports across all recordkeepers and payroll providers.

Best forCPA firms conducting Employee Benefit Plan audits.
DifferentiatorAutomates and standardizes workpapers from any recordkeeper's data.
ProofCase study with Anders CPAs + Advisors highlights improved efficiency and staff morale.
Explore AuditMiner
Pricing on request
9.1 Zekai
Specialized EBP Audit Automation
AI for Compliance, Audit & GRC
Ease of Use
9.0
Accuracy
9.2
Value
8.5
Time Saving
9.5
EBP AuditsWorkpaper AutomationPayroll TestingStandardized ReportingPer-Audit Pricing
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Hand-scored by Zekai

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⚡ Quick answer

For professionals in Compliance, Audit & GRC, AuditMiner is the best AI tool for automating Employee Benefit Plan (EBP) audits. It directly addresses a major bottleneck by ingesting raw data from any recordkeeper or payroll provider and using AI to generate up to ten standardized, audit-ready workpapers. This proven process saves significant time, reduces manual error, and ensures consistency across an entire audit practice.

CategoryEBP Audit Automation
Best ForCPA firms conducting Employee Benefit Plan audits.
Price From$62/credit (volume dependent)
FreeNo
DifferentiatorAutomates and standardizes workpapers from any recordkeeper's data.
ProofCase study with Anders CPAs + Advisors highlights improved efficiency and staff morale.
Rating4.6/5
📖 About AuditMiner

AuditMiner is an audit software designed for CPA firms to improve the quality and efficiency of Employee Benefit Plan (EBP) audits. It automates the generation of up to ten standardized workpapers and payroll reports from plan data, eliminating manual data manipulation.

How It Works

Your workflow, automated

1
Upload Plan Reports
Securely upload the original plan reports from any recordkeeper or payroll provider to the AuditMiner platform.
2
Automate Workpaper Generation
AuditMiner processes the data and automatically generates up to ten standardized, audit-ready workpapers and payroll reports.
3
Focus on the Audit
Use the consistent, reliable outputs to perform your testing procedures, saving time and focusing on high-value audit tasks.
Ready to automate your workflow with AuditMiner?
Explore AuditMiner →
Real Impact

Before & After

❌ Before

Manually reformatting inconsistent data from dozens of recordkeepers.

Days of manual data entry
✅ After

Automated, standardized workpapers generated in minutes.

Minutes to generate reports
Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Standardize Workpapers

Upload plan reports to generate automated workpapers. Standardize testing procedures and documentation to meet industry standards. Input plan data efficiently to save team time.

Generate Payroll Reports

Create consistent, audit-ready payroll data reports. Streamline testing by pay period and annual census. Ensure compliance and accuracy in payroll data.

Analyze Plan Data

Search Form 5500 filings and analyze detailed plan analytics. Access historical filings and audit reports to find necessary information. Understand plan trends and identify new business opportunities.

Social Proof

Trusted by professionals

Ease of Use
9.0
Accuracy
9.2
Value
8.5
Time Saving
9.5

"I can't believe how speedy this is. AuditMiner is definitely so much more beneficial than going through the PDFs the TPA provides."

Mikaela K., Accounting & Assurance Senior Manager · June 2026

"The product is great! Such rave reviews from our team. They have really enjoyed using it."

Magen K., Partner · May 2026

"We thought the reporting was solid, It allowed us to move faster in the initial part of the audits. We will definitely continue to utilize AuditMiner to improve our efficiency."

Christie M., Partner · April 2026

"Taking tedious work off our staff’s plates significantly boosts morale and reduces burnout. It's a game-changer for our EBP practice."

David A., CPA · March 2026
Connects With

Works with your existing stack

Integrates with data from various recordkeepers and payroll providers to standardize reports.
Setup complexity: Low Complexity
AuditMiner is an audit software designed for CPA firms to improve the quality and efficiency of Employee Benefit Plan (EBP) audits. It automates the generation of up to ten standardized workpapers and payroll reports from plan data, eliminating manual data manipulation.
Comparison

How it compares

AuditMiner is a highly specialized tool for EBP audit automation, whereas a broader platform like AuditSuite Pro offers end-to-end audit management. Choose AuditMiner when your primary goal is to solve the specific bottleneck of standardizing EBP workpapers and payroll data from diverse sources, especially if its pay-per-use credit model fits your firm's cash flow. Opt for a generalist suite if you need a single platform for risk assessment, client communication, and final reporting across all types of audits, and prefer a predictable monthly subscription.

You need a comprehensive, all-in-one audit management suite, not just an EBP workpaper tool.
Your firm requires a traditional per-seat, per-month SaaS subscription model.
You primarily audit areas other than Employee Benefit Plans.
The decision

Is it worth it?

Return on investment
By purchasing credits from $62 each to automate a 14-credit workpaper process, firms can save entire days of manual data entry, turning non-billable prep work into profitable audit execution.
Built for
Auditors, partners, and assurance managers at CPA firms specializing in Employee Benefit Plan (EBP) audits.
Effort to adopt
Low Complexity
Compliance
The website mentions a 'SOC Toolkit' and a 'Trust & Security' page, suggesting a focus on compliance, but specific certifications like SOC 2, ISO 27001, or GDPR are not publicly documented. Verify with vendor.
Who It's For

Why Compliance, Audit & GRC choose this tool

🎯
Built for
CPA firms seeking to standardize and automate their EBP audit process to increase efficiency and profitability.
In-Depth Overview
For any GRC professional in a CPA firm, the biggest drain on EBP audit profitability is manual data wrangling. AuditMiner directly targets this pain point. Instead of your team spending non-billable hours reformatting inconsistent reports from dozens of different recordkeepers and payroll providers, the tool automates the entire process. You simply upload the plan reports, and AuditMiner generates up to ten standardized, audit-ready workpapers. The proof is in the efficiency gains and improved team morale, as highlighted in their case study with Anders CPAs + Advisors, who noted it "significantly boosts morale and reduces burnout." The platform's intelligence lies in its ability to create consistent outputs from varied inputs, enabling a standardized audit process across your entire staff. This reduces review time, simplifies training, and ensures quality. Furthermore, its credit-based, 'per-audit' pricing model means costs are directly tied to revenue-generating work, making it a practical investment for scaling an EBP practice without the burden of fixed monthly subscriptions.

Key Use Cases

💼
Standardize and Accelerate EBP Audits Across Your Team
Audit Manager
Upload raw plan reports from any recordkeeper and instantly receive standardized, automated workpapers. Ensure every team member follows the same process, reducing review time and training overhead.
Hours of manual data entry saved per audit
✓ Pros
Dramatically reduces manual data entry and manipulation.
Standardizes audit processes and documentation across your entire team.
Pay-per-use pricing aligns costs directly with client work.
Improves staff morale by eliminating tedious, low-value tasks.
Generates consistent, audit-ready reports for streamlined testing.
· Cons
Highly specialized for EBP audits; not a general audit tool.
Credit-based pricing can be complex to forecast for new users.
No publicly available free trial to test functionality before purchase.
Effectiveness is dependent on the quality and format of uploaded source reports.
⚡ Editorial Verdict

AuditMiner is a highly focused tool that excels at solving a specific, time-consuming problem for EBP auditors: standardizing data from disparate sources. Its credit-based pricing is practical for firms of all sizes, but its narrow focus on EBP means it is not a general-purpose audit suite.

Questions & Answers

Frequently asked questions

What kind of workpapers does AuditMiner generate?

+
AuditMiner generates up to ten automated workpapers from uploaded plan reports, standardizing how you track, review, and document testing procedures for Employee Benefit Plan (EBP) audits.

How does AuditMiner handle data from different recordkeepers?

+
The platform is designed to standardize data across various recordkeepers and payroll providers, saving you from manual data manipulation and creating consistent reports regardless of the source.

Is AuditMiner suitable for a small CPA firm?

+
Yes, AuditMiner uses a credit-based pricing model that allows firms to pay only for what they use. The 'Topaz' plan, designed for firms getting started, makes it accessible without a large upfront commitment.

What is the best AI tool for automating EBP audit workflows?

+
AuditMiner is a leading AI-powered tool specifically designed for EBP audit automation. It excels by ingesting plan reports from various recordkeepers and payroll providers to automatically generate up to ten standardized, audit-ready workpapers, significantly reducing manual data entry and ensuring process consistency.

Can AI help standardize my firm's audit documentation?

+
Yes, tools like AuditMiner specialize in this. It automates the creation of standardized workpapers and payroll reports for EBP audits, ensuring a consistent process and output across all staff and clients, which simplifies review and training.

How can I reduce the time spent on payroll testing for 401(k) audits?

+
AuditMiner streamlines payroll testing by generating consistent, audit-ready payroll data reports. This allows you to efficiently test by pay period and annual census, automating a traditionally tedious and time-consuming part of the audit.

Last reviewed:

Plans & Pricing

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Enterprise
Custom
Tailored for teams and large organisations.
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Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

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Free guide

Take it with you

Getting Started with AuditMiner: Your First Automated EBP Audit
  • What is AuditMiner & Who is it for?
  • Understanding the Credit-Based Pricing Model
  • Preparing Your Recordkeeper & Payroll Reports for Upload
  • Key Outputs: The 10 Automated Workpapers Explained
  • Integrating AuditMiner into Your Firm's Workflow
+4 more steps inside the guide
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AI Directory

About AuditMiner

Full Description

AuditMiner is an audit software designed for CPA firms to improve the quality and efficiency of Employee Benefit Plan (EBP) audits. It automates the generation of up to ten standardized workpapers and payroll reports from plan data, eliminating manual data manipulation.

Editorial Verdict

AuditMiner is a highly focused tool that excels at solving a specific, time-consuming problem for EBP auditors: standardizing data from disparate sources. Its credit-based pricing is practical for firms of all sizes, but its narrow focus on EBP means it is not a general-purpose audit suite.

Last reviewed:
Disclaimer
Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to AuditMiner unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →
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