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Fieldguide is an AI-native end-to-end engagement management platform designed specifically for modern audit and advisory firms. By seamlessly integrating professional-grade AI agents directly into practitioner workflows, it eliminates the bulk of manual testing, evidence review, and documentation. Fieldguide handles a vast range of methodologies including Financial Audits, SOC readiness and audits, IT general controls, and cybersecurity compliance frameworks like HITRUST and PCI DSS v4.0. The platform's standout capability lies in its 'Field Agents'—digital teammates that automate up to 70% of testing procedures and offer a sub-1% error rate for tasks like journal entry validation and substantive testing. Alongside AI automation, Fieldguide acts as a centralized client hub, delivering a modern client experience, clear deliverables, and robust insights via engagement analytics. Trusted by 50% of the top 100 advisory firms, Fieldguide elevates firm capacity, drastically improves audit quality, and enables professionals to focus on strategic judgment rather than repetitive execution.
Fieldguide is an AI-native end-to-end engagement management platform designed specifically for modern audit and advisory firms.
Explore all tools that specialize in automate testing procedures. This domain focus ensures Fieldguide delivers optimized results for this specific requirement.
Explore all tools that specialize in automate evidence review. This domain focus ensures Fieldguide delivers optimized results for this specific requirement.
Explore all tools that specialize in provide a centralized client hub. This domain focus ensures Fieldguide delivers optimized results for this specific requirement.
Explore all tools that specialize in generate deliverables. This domain focus ensures Fieldguide delivers optimized results for this specific requirement.
Explore all tools that specialize in support audit methodologies. This domain focus ensures Fieldguide delivers optimized results for this specific requirement.
An automated document ingestion and consistency validation engine that scans incoming files against request lists.
AI-driven execution engine that processes test procedures, summarizes results, and flags anomalies.
A bulk processing tool that applies AI logic across entire sets of workpapers simultaneously.
Purpose-built financial analysis AI capable of interpreting massive datasets and journal entries.
Context-aware conversational AI grounded specifically in standard industry regulations and firm methodology.
A centralized, secure portal for evidence collection, tracking, and communication with audit clients.
Initial discovery and platform demonstration
Firm methodology and standard operating procedure integration
Client Hub configuration and branding setup
AI Agent parameter configuration and testing
Practitioner training and workflow onboarding
All Set
Ready to go
Verified feedback from other users.
"Extremely positive reception from leading audit firms. Users highlight massive improvements in team engagement, efficiency, and a substantially elevated client experience."
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