At AuditMiner, our goal has always been clear: simplify, standardize, and automate EBP audits so firms can focus on delivering high-quality work with cleaner data, more accuracy, and less friction.
Over the past six months, our team has been hard at work enhancing the capabilities of our EBP engagement platform while launching entirely new products designed to help grow your practice and expand efficiencies across your workflows. Here’s an inside look at some of the major advancements we’ve released, what’s coming next, and how we’re transforming the audit process heading into 2026.
One of the most impactful updates this year is the addition of payroll and reconciliation workflows within EBP engagements. These include new reports, including the ability to reconcile key sources of data from both payroll and recordkeeper providers, making your audits more accurate and enabling you to spend less time troubleshooting errors.
You can now run payroll data through AuditMiner with one or two simple input reports from your clients and instantly generate:
Our customers are already telling us these reports significantly reduce client data requests while making testing faster and more reliable, a must-have tool to implement now for the next busy season. Ready to see this in action and get started on a pilot? Set up some time to walk through the details.
When both recordkeeper and payroll data are uploaded to the same engagement, AuditMiner now automatically reconciles:
This provides a powerful layer of assurance before you even begin testing, allowing you to quickly spot discrepancies, identify higher-risk items, and make smarter selections. You can see a more in-depth walkthrough of the product’s features here.
Say goodbye to manual prospect research and hello to Prospector! This new business-development tool transforms Form 5500 data into a simple, searchable opportunity engine to find, qualify, and win new 401(k) clients. Best of all, it’s built directly into the AuditMiner platform, providing operational efficiency and a seamless workflow integration that allows for frictionless scalability.
Whether expanding your practice or strengthening your pipeline, Prospector provides actionable intelligence that allows you to:
We’re very excited to announce that the AuditMiner platform can now generate 401(k) recordkeeper and payroll data in a format that integrates directly with OnPointEBP engagement templates. AuditMiner is the first solution to offer direct compatibility with OnPoint’s templates using validated 401(k) recordkeeper data.
Removing the need to manually reformat datasets, AuditMiner’s standardized, validated data can be imported straight into OnPointEBP workbooks, allowing you to begin testing immediately. The templates are produced alongside our standard AuditMiner workpapers at no additional cost, giving you full flexibility to work in the methodology and toolset that best fits your workflow. Already a customer and want to turn this feature on? Talk to our customer success team to get started now.
AuditMiner is the first solution to offer direct compatibility with OnPoint's templates using validated 401(k) recordkeeper data.
AuditMiner also maintains ongoing compatibility as OnPoint updates its formats, ensuring that firms always have clean, ready-to-import data. As the first solution in the market offering direct OnPoint EBP-aligned exports built from validated 401(k) data, this enhancement closes a key workflow gap and unlocks a faster, more seamless experience for auditors.
Highlights of this enhancement include:
Beyond our recent releases, we’re deep into several initiatives aimed at making the auditing process even more seamless and efficient. Here's how we’re making our product more flexible, more automated, and more deeply integrated across provider ecosystems.
We’re incorporating eligibility-related fields directly into census outputs so you can:
Mapping payroll files can be a heavy lift, especially on the first audit with a client.
We’re making this easier by:
AuditMiner is reimagining how we support recordkeeper data to allow any provider’s Excel-based reports to be uploaded, transformed, and analyzed in AuditMiner, even if we’ve never supported that provider before.
This will:
For clients that switch providers mid-year or go through M&A-related events, AuditMiner will soon allow:
This enhancement supports real-world complexity while ensuring your workpapers remain standardized and complete.
We’re continuing to expand customization options, so firms can tailor AuditMiner’s output to match your methodology, not the other way around. This includes more template flexibility alongside our newly added OnPointEBP-compatible options.
We’re always looking ahead, especially toward the second half of 2026 and beyond. If your firm has ideas, needs, or feedback on how we can continue improving your workflow, our product team would love to hear from you.
Together, we’re shaping the future of EBP audit automation.
We’re incredibly excited about where AuditMiner is headed: expanding automation, deepening data integrations, and delivering tools that create measurable efficiency for your auditing practice and for plan sponsors.
If you’d like a deeper walkthrough of any of the updates above (or an early look at what’s coming next), we’d love to show you.
