NEW YORK, NY – May 5, 2025 - Makosi, the global leader in tech-enabled accounting and advisory solutions, has launched Eddy, the first-ever AI team member built specifically for Employee Benefit Plan (EBP) audits; patent pending.
Makosi Labs has worked closely with technical EBP experts and industry leaders including Donna Massanova, CPA; Ajai Murali, CPA; John Frey, CPA; and William Hinsdale, CPA to train the generative AI agent on 1000s of hours of technical training, regulatory information, industry best practices, and Makosi’s Center of Excellence methodology. This unique combination of technical acumen enables EBP Eddy to coach & co-pilot alongside human workers, strengthen the quality of audit reviews, and support execution by taking on specialized tasks.
Unlike legacy off-the-shelf automation and software-as-a-service tools, Eddy is an embedded AI agent trained by audit professionals to work inside real EBP audit engagements. He helps deliver higher quality, greater consistency, and faster execution across the board.
“EBP audits haven’t historically been seen as a strategic priority. But that’s exactly why we focused on it,” said Donna Massanova, Global EBP Leader at Makosi. “The industry’s been struggling with quality and scalability for years. We saw an opportunity to lead. So we built something that doesn’t exist anywhere else, a purpose-built AI agent trained by EBP experts, for EBP experts.”
Eddy is already deployed inside Makosi’s EBP Center of Excellence (COE), supporting consultants in real time. He’s not a system. He’s not a dashboard. He’s a functioning member of the Makosi Center of Excellence helping auditors work smarter, faster, and with fewer errors.
What Eddy Delivers:
Eddy plays three powerful roles:
- Coach: Onboards new team members, answers EBP-related questions, and supports ongoing development. Especially helpful for those new to EBP auditing.
- Copilot: Works alongside our auditors in real-time, offering contextual support such as help with working paper preparation, highlighting exceptions, validating completeness, drafting follow-up emails & sampling assistance.
- Create: Builds efficiencies by assisting with data standardization, performing routine testing, and completing first-pass reviews of workpapers.
Eddy is learning fast, and so are we. Our clients benefit today from a smarter, supported consulting team. Tomorrow, they’ll benefit from Eddy himself.
Built to Work. Not Just Impress
Eddy is trained using Makosi’s proprietary audit methodology, operates securely inside the firm’s systems, and communicates via Teams, email, and voice. Built on Microsoft Azure infrastructure, he’s ISO27001 certified and GDPR compliant.
What makes Eddy different? He doesn’t need to be implemented. He’s already working. He doesn’t require firms to change their systems, retrain staff, or manage another platform. He’s part of Makosi’s delivery model, and our clients reap the benefits immediately.
Now Live and Debuting at the 2025 AICPA & CIMA EBP Conference
Eddy is currently supporting active audits within Makosi’s EBP COE. His debut to the wider industry begins this week in Las Vegas, where Makosi is officially introducing Eddy at the AICPA EBP Conference.
“This is just the beginning,” Massanova added. “The more audits we run, the smarter Eddy becomes. That means higher quality, faster delivery, and more opportunity for firms ready to scale. EBP doesn’t have to be a problem area, it can be a powerful profit driver. Eddy helps make that real."
Meet Eddy
