Benalytix
AI Benefits Audit
Benefits Audit by Benalytix
Complete your setup in five steps — then Claude AI delivers a full compliance audit.
1
Company Setup
Anthropic API Key
Used only in your browser — never stored. Get yours at console.anthropic.com
Company Logo
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Upload Logo
PNG, JPG, SVG — shown on report
Audit Depth
Standard
Key gaps & top fixes
Deep
Full section analysis
Forensic
Litigation & anomaly
2
Employee Roster
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Upload Employee Roster / Census
Active employee list with enrollment status, hire dates, departments, and eligibility data. Used to audit enrollment accuracy, dependent eligibility, and headcount-based compliance.
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Recommended columns: Employee ID, Name, Department, Hire Date, Enrollment Status (Medical/Dental/Vision), Dependents, FT/PT, State. Export from your HRIS (ADP, Workday, Paylocity, etc.). Skip if unavailable — audit will proceed without headcount validation.
3
Upload Documents by Workstream
HR & Benefits Admin
SPDs, SBCs, enrollment forms, benefits guides, open enrollment packets
Drop files or click to browse
PDF · DOCX · XLSX · CSV
Finance & Payroll
Premium invoices, rate sheets, deduction registers, payroll billing reports
Drop files or click to browse
PDF · DOCX · XLSX · CSV
Legal & Compliance
Plan amendments, ERISA notices, Form 5500, ACA filings (1094-C/1095-C), NDT results
Drop files or click to browse
PDF · DOCX · XLSX · CSV
Retirement & Investment
401k plan doc, investment policy statement, fee disclosures (408b2), vesting schedules
Drop files or click to browse
PDF · DOCX · XLSX · CSV
COBRA Administration
Qualifying event log, notice sent log (date-stamped), COBRA participant roster, payment ledger, TPA reconciliation, state mini-COBRA files
Drop files or click to browse
PDF · DOCX · XLSX · CSV
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No documents? No problem — Claude will perform a best-practice gap assessment using your company context and audit scope. Upload whatever is available for the most detailed findings.
4
Select Audit Scope
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Medical Insurance
HRFinanceBenefitsCompliance
✓
401(k) & Retirement
HRLegalPayrollInvest
✓
Dental & Vision
HRBenefitsFinance
✓
Life & Disability
HRFinancePayroll
✓
HSA / FSA
HRPayrollLegal
✓
Commuter Benefits
HRPayrollFinance
✓
Voluntary Benefits
HRBenefitsPayroll
✓
COBRA Administration
HRLegalCompliance
📄 HRIS Document Reference — What to pull from your system
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🏥 Medical & General Benefits
Employee Census ReportBenefits Enrollment ReportNew Hire / Termination ReportDependent Audit ReportLeave of Absence ReportACA 1094-C / 1095-CMonthly Premium BillingSBC / SPD DocsMental Health Parity Analysis
💰 401(k) & Retirement
401(k) Contribution File (YTD)Employer Match RegisterVesting Schedule ReportForm 5500 (last 3 years)Non-Discrimination Test Results408(b)(2) Fee DisclosuresInvestment Policy StatementAuto-Enrollment Config
🛡 Life & Disability
Life Insurance Enrollment ReportSTD / LTD Enrollment ReportImputed Income ReportW-2 Box 12 Code C DataEOI LogLife & Disability Invoices
🦷 Dental & Vision
Dental Enrollment ReportVision Enrollment ReportDental SBC / Certificate of CoverageVision SBC / Certificate of CoveragePremium Invoices
💳 HSA / FSA
HSA Enrollment & Election ReportFSA / DCFSA Enrollment ReportHSA Contribution File (EE + ER)FSA Deduction RegisterPre-Tax Deduction Summary (YTD)HSA Seed Funding LedgerFSA Forfeiture ReportHDHP Qualification Checklist
🚋 Commuter Benefits
Commuter Enrollment ReportPre-Tax Commuter Deduction RegisterEmployer Subsidy LedgerOverage / Post-Tax AdjustmentFICA Tax Savings Report
⭐ Voluntary Benefits
Voluntary Benefit Enrollment ReportEAP Utilization ReportAccident Insurance CertificateCritical Illness PolicyHospital Indemnity CertificatePayroll Deduction File
📋 COBRA
Qualifying Event LogCOBRA Notice Sent Log (date-stamped)COBRA Participant RosterCOBRA Payment Ledger (102% / 150%)TPA Reconciliation ReportERISA Section 606 Notice InventoryState Mini-COBRA Files
5
Run Your Audit
Ready to analyze
Claude AI will audit all selected categories at the chosen depth — flagging compliance gaps, benchmarking against market standards, and estimating cost savings.
1
Reading
Files
Files
2
Extracting
Content
Content
3
AI
Analysis
Analysis
4
Processing
Results
Results
5
Building
Report
Report
Preparing…
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Something went wrong
Executive Summary — Benalytix
Recent Audits
Stored locally in your browser — up to 20 audits retained.
Dashboard
Aggregated findings, errors, fixes, and cost savings across all saved audits.
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No audit data yet
Save at least one completed audit to populate the dashboard.