Stephano Slack LLC, a recognized leader in accounting and financial advisory services, has entered into a strategic collaboration with Seekr to introduce secure and explainable AI agents across key advisory and audit operations. To begin with, the partnership focuses on enhancing 401(k) plan audits and streamlining financial data extraction, two areas that demand precision, regulatory compliance, and efficiency.
Through this collaboration, Stephano Slack is leveraging Seekr’s trusted generative AI platform, SeekrFlow, to modernize how complex financial documents are processed. Specifically, the platform automates the ingestion, validation, and structuring of large volumes of financial data. As a result, workflows that previously required nearly 50 hours of manual extraction and reconciliation can now be completed in as little as two hours. More importantly, this transformation maintains exceptional accuracy, robust audit coverage, and strong governance key priorities in financial assurance work.
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Meanwhile, the growing scale of the 401(k) audit market underscores the importance of this initiative. According to the Investment Company Institute, as of the second quarter of 2025, Americans held $9.3 trillion in 401(k) plans within $13.0 trillion in employer-sponsored defined contribution retirement assets. Given that the Employee Retirement Income Security Act (ERISA) mandates annual audits, ensuring the integrity and reliability of these audits is critical to protecting household retirement savings across the United States.
In this context, Seekr’s AI agents play a pivotal role. Not only do they accelerate data extraction and automatically populate Excel-based audit workpapers and reports, but they also empower auditors to go beyond minimum regulatory sampling thresholds. Consequently, firms can achieve deeper audit coverage, improved accuracy, and greater confidence in their findings without increasing manual effort.
“Protecting, growing, and optimizing financial assets is fundamental to financial advisory services, and it demands technology that is both comprehensive and highly accurate,” said Rob Clark, Seekr President. “Together with Stephano Slack, we are transforming how advisory firms scale AI to improve client outcomes, starting with AI agents that deliver faster, accurate annual audits for firms of any size or complexity.”
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At the same time, Stephano Slack views the collaboration as a strategic step toward responsible AI adoption. “As a world-class professional services firm, Stephano Slack is focused on delivering the highest standards of quality, judgment, and trust for our clients. AI represents a powerful opportunity to enhance how we serve them, when applied responsibly and in alignment with professional and regulatory requirements,” said Mike Stephano, Managing Partner, Stephano Slack. “Seekr is a strong partner in this effort, bringing secure, explainable AI capabilities that support our teams in delivering accurate, compliant, and scalable assurance and advisory services.”
Ultimately, this initiative positions both organizations at the forefront of AI-driven financial advisory and audit services. By delivering immediate and measurable returns on investment for clients, the partnership also lays the groundwork for a broader suite of AI agents. Over time, these capabilities are expected to scale forensic analysis, compliance processes, and financial assurance services across the middle market, signaling a significant shift in how modern accounting firms operate.
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