Seekr and Stephano Slack Companion to Construct AI Brokers for Monetary Auditing and Advisory Companies, Decreasing 401(Ok) Auditing Time by 90%

AI Brokers developed by way of this partnership cut back handbook extraction work from 50 hours to 2 hours in most environments, delivering sooner, correct audits for enterprises.

Stephano Slack LLC, a frontrunner within the accounting and monetary providers sector, and Seekr introduced a strategic collaboration to deploy safe, explainable AI brokers throughout core advisory and audit workflows, starting with superior 401(okay) plan auditing and monetary information extraction. Seekr’s trusted generative AI platform, SeekrFlow™, permits Stephano Slack to automate the ingestion, validation, and structuring of complicated monetary paperwork—lowering handbook extraction and reconciliation work from roughly 50 hours to as little as 2 hours whereas guaranteeing the very best diploma of accuracy, audit protection, and governance.

In accordance with the Funding Firm Institute, as of Q2 2025, People held $9.3 trillion in 401(okay) plans inside $13.0 trillion in employer-based outlined contribution retirement belongings. With Worker Retirement Revenue Safety Act (ERISA) required audits annually, the 401(okay) audit market is important to defending U.S. family monetary belongings. Seekr’s AI brokers not solely speed up the extraction and automatic inhabitants of Excel-based workpapers and reviews but in addition allow auditors to pattern past minimal regulatory thresholds, guaranteeing the very best diploma of accuracy and confidence within the auditing course of.

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“Defending, rising, and optimizing monetary belongings is prime to monetary advisory providers, and it calls for expertise that’s each complete and extremely correct,” stated Rob Clark, Seekr President. “Along with Stephano Slack, we’re reworking how advisory corporations scale AI to enhance consumer outcomes, beginning with AI brokers that ship sooner, correct annual audits for corporations of any dimension or complexity.”

“As a world-class skilled providers agency, Stephano Slack is targeted on delivering the very best requirements of high quality, judgment, and belief for our purchasers. AI represents a robust alternative to reinforce how we serve them, when utilized responsibly and in alignment with skilled and regulatory necessities,” stated Mike Stephano, Managing Companion, Stephano Slack. “Seekr is a robust companion on this effort, bringing safe, explainable AI capabilities that help our groups in delivering correct, compliant, and scalable assurance and advisory providers.”

This initiative positions each corporations on the forefront of AI-powered advisory and monetary providers, demonstrating speedy ROI for patrons whereas laying the inspiration for an entire suite of AI brokers able to scaling forensic evaluation, compliance, and monetary assurance throughout the center market.