Fieldguide

Fieldguide is an AI-native platform designed for audit and advisory firms to automate engagements across practice areas. It provides professional-grade AI agents (Field Agents) that assist practitioners with evidence interpretation and decision-making in real-time. The platform includes end-to-end engagement management, enterprise-grade document management, automated request management, one-click reporting automation, and a client hub for modern client experiences.

Key Features

• Field Agents: Context-aware AI agents grounded in industry standards and firm methodology.
• Engagement Management: Centralized workflow for all engagement types.
• Document Management: Enterprise-grade workpaper management.
• Reporting Automation: Collaborative report generation with one click.
• Client Hub: Modern portal for client communication and evidence review.

Use Cases

Fieldguide supports financial audit, risk advisory, SOC readiness and audits, regulatory compliance (SOX, HIPAA, FFIEC), cybersecurity and privacy (HITRUST, PCI DSS, CMMC), and IT audit.

Who It’s For

Audit and advisory firms, CPA firms, and compliance teams seeking to improve quality, efficiency, and client satisfaction. Trusted by firms like Schellman, Weaver, LBMC, and Anders.

Key Benefits

• Automates up to 70% of testing end-to-end
• Reduces engagement hours by 32%
• Reduces manual testing time by 95%
• Professional-grade AI agents for audit and advisory