Fieldguide

Transform Audit and Advisory with Professional-Grade AI Agents

Fieldguide is an agentic platform built specifically for audit, assurance, and advisory firms seeking to unlock exponential growth through AI-powered automation. The platform deploys "Field Agents" — autonomous AI workers that execute complex engagement work end-to-end across audit planning, fieldwork, review, and financial statement preparation, all while maintaining professional standards and firm methodology.

Who It's For

Fieldguide serves audit and assurance firms, advisory and consulting practices, corporate internal audit teams, and federal and defense contractors. More than half of the top 100 firms partner with Fieldguide, including 8 of the top 10, making it the trusted choice for professional services transformation.

Key Capabilities

• Field Planner: Assembles evidence-backed audit plans ready for practitioner review before fieldwork begins
• Field Auditor: Runs end-to-end testing and evidence verification across audit and advisory engagements
• Field Reviewer: Checks work for completeness and support, surfacing open items and exceptions ahead of sign-off
• Field Financials: Drafts financial statements, ties every number to audited engagement data, and builds disclosures with audit-grade rigor
• Field Orchestrator: Provides a single conversational interface to direct entire engagements from planning through sign-off

Solve the Capacity and Quality Challenge

Professional services firms face mounting pressure to deliver more engagements with existing teams while maintaining quality standards. Fieldguide solves this by automating routine engagement tasks — drafting requests, tying out workpapers, surfacing exceptions — freeing practitioners for higher-value judgment work. Firms report adding engagements without adding headcount and accelerating workflows from hours to seconds.

Built for Professional Standards

Unlike generic AI tools, Fieldguide runs agents on your firm's specific methodology, ensuring every result stays transparent, traceable, and trusted. The platform is FedRAMP certified for federal engagements and maintains audit-grade rigor across all outputs. A shared client portal keeps requests, evidence, and status centralized, eliminating scattered email threads and earning an 84/13 net promoter score.

Comprehensive Practice Coverage

The platform supports financial audit, SOC audit, employee benefit plan audit, IT audit, review and compilation, ESG assurance, risk advisory, cybersecurity and privacy, internal audit, regulatory compliance, and forensics and litigation. Standardized agentic workflows enable firms to run all practices on a single platform, building compounding operational advantage.

Enterprise Integration and Collaboration

Fieldguide offers robust integrations, document management, embedded AI, engagement management, insights and analytics, methodology frameworks, and request management capabilities, making it a complete replacement for legacy audit and advisory software stacks.