A Smarter Way to Reconcile Payroll and Plan Data

Our comprehensive platform automates one of the most tedious aspects of EBP audits by matching payroll and recordkeeper data at both the plan and participant levels.
a powerful solution

Everything you need to reconcile recordkeeper reports with payroll

Reconciliation eliminates manual data manipulation, instantly flags variances, and provides audit-ready workpapers that provide the insights you need to move quickly and confidently into testing.
Automate manual tasks
Increase employee satisfaction while saving hours of repetitive work.
Standardize your practice
Eliminate surprises with dependable workpapers that streamline testing and reviewing.
Assess and reduce risk
Evaluate variances by period and participant to further refine scope and sampling.
Diagnose problems fast
Flag which plans have the highest number of variances so you can prioritize and stay ahead of delays.
Integrate into your existing workflow
Compatible with all methodologies and engagement platforms.
Protect sensitive data
Our software is SOC-2 compliant and designed to protect personal and financial information.
how it works

Quickly see variances across the data

Raw payroll data combines with recordkeeper data to become clean reconciliation reports ready to sample and test.

Ready to transform your payroll & recordkeeper reconciliation?

Join other firms that have streamlined their processes and eliminated manual reconciliation work.
Book a Demo
Trusted by everyone from sole proprieters to top firms