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Fieldguide

Fieldguide is an AI-native platform designed for audit and advisory firms, enabling automation of engagement workflows. Trusted by 50% of the top 100 firms, it empowers practitioners to maintain control while leveraging AI agents for planning, testing, and review.

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Fieldguide is the agentic AI platform tailored for audit and advisory firms, designed to enhance efficiency and trust in commerce and capital markets. This innovative platform allows Field Agents to automate engagement workflows, enabling practitioners to focus on their core responsibilities while AI handles the planning, testing, and review processes. With a strong reputation, Fieldguide is trusted by 50% of the top 100 firms, showcasing its reliability and effectiveness in the industry.

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The platform is built by former auditors who understand the intricacies of the audit process, ensuring that the AI agents are equipped to handle engagement work from start to finish. This end-to-end capability allows firms to streamline their operations, reduce manual effort, and improve overall productivity. By integrating seamlessly with existing tools and systems, Fieldguide ensures that firms can maintain their workflows without disruption.

Fieldguide also offers robust integration capabilities, connecting with over 80 accounting, HRIS, and ticketing systems. This ensures that all tools within a firm's tech stack remain in sync, allowing for a more cohesive operational environment. Additionally, features like SSO, SCIM, and MFA are built into the platform, enhancing security and user management.

The platform's effectiveness is evidenced by case studies from leading firms, such as BerryDunn, which doubled its engagement capacity, and Sanville, which successfully passed a PCAOB inspection with zero comment forms, achieving a 55% reduction in hours spent on engagements. These results highlight the tangible benefits that Fieldguide can deliver to audit and advisory firms, making it a valuable asset in the competitive landscape of professional services.

  • CategoryCompliance & Risk Management
  • Pricing ModelContact sales
  • DeploymentCloud
  • PlatformsWeb

  • AI-driven engagement automation

  • End-to-end workflow management

  • Integration with 80+ tools

  • Built-in SSO, SCIM, and MFA

  • Real-time engagement data access

  • Designed by former auditors

  • Trusted by 50% of top 100 firms

  • Scalable for various firm sizes

  1. Connect: Integrate Fieldguide with your existing tools.

  2. Configure: Set up your engagement workflows within the platform.

  3. Utilize: Leverage AI agents for planning and testing engagements.

  4. Review: Monitor and manage engagement processes in real-time.

  • Audit Engagements
  • Advisory Services
  • Compliance Monitoring
  • Workflow Optimization
  • Data Integration

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