Any Recordkeeper. One Workflow.

Transform messy inputs into audit-ready workpapers that align with your firm's methodology via a platform that's intuitive enough for all auditing experience levels.  ​
powerful features

Stop choosing between automation and coverage

Audit Standardization
Standardize your audit execution workflow with one tool.
Methodology Alignment
Adjust engagement defaults to align with your firm’s methodology.
Unlimited Flexibility
Process every plan, regardless of recordkeeper.

Turn recordkeeper reports into audit-ready workpapers

Create consistent audit workflows across every plan to streamline engagements.
How it works

One engagement workflow for every plan

Whether a plan is with a fully integrated provider or a lesser-known recordkeeper, AuditMiner delivers the same audit-ready outputs.
Upload plan data
Import CSV or Excel files from your recordkeepers
Map with confidence
Leverage the power of AI while remaining fully in control
Process when ready
Process every plan, regardless of recordkeeper
Receive results automatically
Export comprehensive audit workpapers and reports
Trusted by everyone from sole proprieters to top firms

Ready to see Universal Recordkeeper in action before busy season?

New customers can try our limited-time trial engagement package and see how AuditMiner can vastly improve your firm's auditing process. Hurry, this offer expires March 31, 2026.
Trial Engagement Package
$1,780
28% Savings
Includes:
verified Access to our Universal Recordkeeper and Payroll platform
verified Access to the payroll, recordkeeper, and reconciliation workpaper suite
verified Seamless workpaper delivery
verified AI-powered mapping
verified Dedicated support & onboarding
Book a Demo

Frequently Asked Questions

How do AuditMiner workpapers work?

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At AuditMiner, our 401(k) audit software is built on a simple principle: consistency drives quality and efficiency. No matter where plan assets are held or which recordkeeper provides the data, your audit packages and reports always follow the same standardized structure and format. Once plan data is uploaded, AuditMiner automatically organizes the information into a consistent framework. Our intuitive workflow transforms raw data into clear, fully formatted workpapers that are ready for review.

How does AuditMiner keep my data secure?

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Our platform is built with industry-leading protections to ensure your data remains safe, confidential, and always accessible. AuditMiner also has a System and Organization Controls (SOC) 2® Type 2 examination. Visit our Trust & Security page for more information.

Can firms standardize all audits using any recordkeeper in AuditMiner now?

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Yes — as long as the required data can be provided in a flat file format, firms can now standardize across all recordkeepers within AuditMiner. AuditMiner can support 100% of a firm’s EBP audit portfolio, regardless of recordkeeper.

Ready to transform your EBP audit workflow?

Join other firms that have streamlined and standardized 401k audits with AuditMiner.
Book a Demo