Your EBP Audit, Co-Audited With an AI Agent

We brought Punchcard to the AICPA EBP conference to show the agents we have built for teams trying to simplify busy season.

The message was direct: an audit is not one question. It is a thousand questions at scale.

Benefit plan audits are full of repetitive, evidence-heavy work. Auditors need to inspect eligibility, contributions, deferrals, loans, distributions, compensation, vesting, and census data. None of that removes the need for professional judgment, but too much of the work around it is still manual execution.

That is where an AI agent should help.

Punchcard can receive support, read the documents, trace evidence to the right selections, cite the source, identify missing items, and draft the testing work for auditor review. The goal is not to replace the auditor. The goal is to remove the avoidable drag around the auditor, the same principle behind AI audit automation that increases professional judgment.

That distinction matters. The best audit software should not make judgment feel distant. It should make judgment easier to exercise because the mechanical work is organized, sourced, and ready to review.

For EBP teams, that means less time chasing files, less time matching support to samples, and more time resolving the issues that actually matter.

If you saw us at the conference, thank you for stopping by. If you missed us, the product is built around a simple promise: your audit can be co-audited with an AI agent while every answer stays traceable to its source.