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www.fieldguide.io

Automate audit processes with AI-powered efficiency

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www.fieldguide.io

Target Audience

  • Risk advisory firms
  • Compliance audit teams
  • Cybersecurity assessors
  • Financial audit professionals

Hashtags

#WorkflowOptimization#AIAudio#AuditAutomation#AdvisoryTech

Social Media

Overview

Fieldguide helps advisory and audit firms streamline compliance work through intelligent automation. It reduces manual tasks like document management and report generation while improving accuracy. The platform centralizes client collaboration and provides real-time engagement analytics.

Key Features

1

AI Request Management

Streamlines client data collection with intelligent request automation

2

Document Automation

Automates workpaper creation and management for audits

3

Reporting Engine

Generates compliance reports with automated formatting

4

Engagement Analytics

Provides real-time insights into audit progress and risks

5

Client Portal

Secure collaboration hub for document exchange and feedback

Use Cases

🔍

Conduct SOC audits

📊

Generate compliance reports

📁

Manage audit workpapers

🤝

Collaborate with clients securely

⏱️

Track engagement timelines

Pros & Cons

Pros

  • Reduces manual drafting time by 66% according to case studies
  • Increases practice growth potential through efficiency gains
  • Provides real-time collaboration tools for distributed teams
  • Specialized for compliance frameworks like SOC/HIPAA/SOX

Cons

  • Requires integration with existing client systems

Frequently Asked Questions

How does Fieldguide's AI improve audit efficiency?

Automates test procedure drafting and reduces material gathering time through AI-powered request management

Can small firms use this platform?

Yes, case studies show 5X practice growth capabilities through efficiency gains

Does it support SOC 2 compliance?

Yes, specifically mentioned as a key use case for risk advisory services

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