Put your EBP audit data to work.

AuditMiner brings your payroll, recordkeeper, participant, and historical plan information together into one platform. Investigate activity, apply audit data analytics across the full population, test at the participant level, and make better-supported sampling and testing decisions. All without changing how your firm works.
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Population risk tiers showing low, moderate, and high risk participant countsParticipant view in AuditMiner
318 participants matched
payroll_2025_Q1-Q4.csv
Recordkeeper census report.pdf
PY workpapers (2024)
Reconciliation_FINAL_v3.xlsx
One organized population in AuditMiner

Spend less time rebuilding. More time auditing.

Payroll files. Recordkeeper reports. Prior-year workpapers. That spreadsheet saved as "FINAL_v3." And somehow the info you need is spread across all of them.

Searching, reconciling, exporting, and piecing participant activity together can take hours. Not to mention harder to see the full population before you decide where to focus testing.

AuditMiner brings it all together, organized and ready across more of your audit.

From preparing audit data to making sense of it.

Everything you need to understand your plan data, from the full population down to a single participant, without jumping between reports and spreadsheets

Empower.xlsx
Fidelity.pdf
Schwab.csv
ADP payroll.csv
Standardized population
318
participants matched across 4 sources

Upload your data from any recordkeeper, in any format.

Upload payroll, recordkeeper, and other supported plan information from your clients and service providers, including PDFs. AuditMiner standardizes it across providers, matches participant data across sources, and builds the population for analysis.

Population risk tiers and exceptions by routine

Understand the population before you decide what to test.

Run analytics across the full population, see which participants or transactions may need more attention, and understand why they were identified. Then use your professional judgment to decide where to focus testing. The goal isn't a smaller sample. It's more precise, targeted testing, even at your traditional sample size. Risk routines unique to AuditMiner are built in, and you can always select your own samples without them.

Participant story view with compensation, contributions, distributions, and loans

See the full participant story.

Understanding one participant's activity shouldn't require searching through multiple reports. AuditMiner brings related compensation, contributions, distributions, loans, and other participant information together in one searchable view. Investigate activity as a whole, identify inconsistencies, and determine whether additional work is needed without reconstructing the participant's story across separate files.

Placeholder graphicVisual for tracing a tested item back to its source line in the recordkeeper or payroll file.

Trace every result back to the source.

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Placeholder: copy about tracing back to the data source goes here.

Plan historical analysis comparing prior-year and current-year plan data

Bring historical context in sooner.

Prior-year information gives you important context, but compiling it by hand takes time. In AuditMiner, it's ready when you are, so you can develop expectations, spot trends, and catch unusual changes earlier in the engagement.

The AuditMiner Guarantee

Process any engagement, regardless of recordkeeper or payroll provider.

Got a report we don't support yet? Send it our way. If it includes the required data points, we'll build support for it within five business days of receiving it. That way, you can take on any engagement, no matter the payroll provider or recordkeeper.

Scale your EBP practice without changing how you work.

Expand capacity without losing oversight.

Guided workflows help junior team members take on more sophisticated work, while senior auditors keep visibility into the data, procedures, and results.

A platform your team actually wants to use.

AuditMiner's clean, organized interface makes complex EBP data easy to read, details easy to search, and procedures easy to follow, so your team can work with confidence.  

Strengthen your workflow without replacing it.

AuditMiner strengthens the data-driven parts of your EBP audit, without interfering with your methodology, sampling approach, firmwide software, or review processes.

AuditMiner has had a significant impact on the efficiency of our EBP audits, streamlining our process, saving time, and improving overall consistency.

Our most recent firm peer review, conducted after we began using AuditMiner, resulted in a clean report with no comments. This has given us even more confidence that our audit approach with AuditMiner is both efficient and high quality.

MGMatt Gardiner, CPA
Gardiner + Company

Your next EBP audit starts here.

Book a live walkthrough, bring your questions, and see how AuditMiner fits your workflow. Plus, save 25% on your platform fee when you sign by December 31, 2026, or 15% when you sign by March 31, 2027.