Seekr and Stephano Slack partner to build AI agents for finance

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Seekr and Stephano Slack partner to build AI agents for financial auditing and advisory services, reducing 401(k) auditing time by 90%

Date

December 23, 2025

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Today we announced a strategic collaboration with Stephano Slack LLC, a leader in the accounting and financial services sector, to deploy secure, explainable AI agents across core advisory and audit workflows, beginning with advanced 401(k) plan auditing and financial data extraction. Seekr’s trusted generative AI platform, SeekrFlow^™, enables Stephano Slack to automate the ingestion, validation, and structuring of complex financial documents—reducing manual extraction and reconciliation work from approximately 50 hours to as little as 2 hours while ensuring the highest degree of accuracy, audit coverage, and governance.

Read the press release HERE.

According to the Investment Company Institute, as of Q2 2025, Americans held $9.3 trillion in 401(k) plans within $13.0 trillion in employer-based defined contribution retirement assets. With Employee Retirement Income Security Act (ERISA) required audits each year, the 401K audit market is critical to protecting U.S. household financial assets. Seekr’s AI agents not only accelerate the extraction and automated population of Excel-based workpapers and reports but also enable auditors to sample beyond minimum regulatory thresholds, ensuring the highest degree of accuracy and confidence in the auditing process.

Protecting, growing, and optimizing financial assets is fundamental to financial advisory services, and it demands technology that is both comprehensive and highly accurate. 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.

Rob Clark, Seekr President

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. 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.

Mike Stephano, Managing Partner, Stephano Slack

This initiative positions both firms at the forefront of AI-powered advisory and financial services, demonstrating immediate ROI for customers while laying the foundation for a complete suite of AI agents capable of scaling forensic analysis, compliance, and financial assurance across the middle market.