Punctuations.ai Book Audit
⏱ July 31 deadline

Your 5500 cycle
eats 3–5 person-weeks.
Take them back.

AI that assembles the source-pack your TPA can't — so your team signs with confidence and gets Q2 back.

Book a free 2-hour Audit → See a walkthrough
3–5 wks

recovered per cycle

76%

faster Sch C recon

100%

cited to source

Form 5500 — Source Pack DOL / IRS / PBGC

Schedule A — Insurance

Carrier 1 — medical ✓ received
Carrier 2 — stop-loss ⚠ portal export pending

Schedule C — Service Providers

Recordkeeper fees ⚠ indirect comp TBD
Broker commissions ✗ 408(b)(2) missing

Sign-off

Plan administrator ✗ cannot sign yet
⚠ 3 items outstanding · Due Jul 31

With Punctuations — all items resolved, audit trail complete. Ready to sign.

Trusted by teams at

CDSL Deloitte Smallwood Wealth Connect America Clarion Collective ProfitPro InBuilt Bajaj Finserv Urscore Capacity CDSL Deloitte Smallwood Wealth Connect America Clarion Collective ProfitPro InBuilt Bajaj Finserv Urscore Capacity
The outcome

From three weeks
to three days.

Punctuations.ai reads every vendor format, builds a citation-linked reconciliation, and delivers a sign-off-ready source pack — in days, not weeks.

Without Punctuations 3–5 weeks
Wk 1–2
Chasing vendor files
Wk 2–3
Format fights & re-keys
Wk 3–4
Sch C manual match
Wk 4–5
Pre-flight panic
Jul 31
✗ Can't sign
→  Punctuations.ai
With Punctuations 3 days ✓
Day 1
Ingest all vendor formats
Day 2
Reconcile & cite sources
Day 3
✓ Sign-off ready
3–4 weeks freed
3–5 wks
recovered per cycle
76%
faster Sch C recon
100%
figures cited to source
0
open items at sign-off
Free · No Commitment · Yours to Keep

Get the next 5500 cycle
off your calendar.

Book the free 2-hour Source-Pack Audit. We return a written gap-list against the 5500 instructions — yours to keep either way.

Book your free audit → See a sample 5500 walkthrough

ERISA · Benefits Filing · ISO 27001-aligned data handling