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Fieldguide is an AI-native platform built specifically for audit and advisory firms, enabling practitioners to automate workflows and deliver higher-quality engagements across all practice areas. The platform integrates professional-grade AI agents that collaborate with practitioners to execute testing, validate evidence, and generate reports, reducing manual work by up to 70 percent while improving quality and consistency.
The platform provides comprehensive engagement management capabilities, including automated request workflows, enterprise-grade document management, one-click collaborative reporting, and a modern client hub that transforms the client experience. Fieldguide supports a wide range of engagement types, from financial audits and SOC audits to risk advisory, regulatory compliance, cybersecurity assessments, and IT audits.
With AI agents purpose-built for audit and advisory work, Fieldguide executes end-to-end testing procedures, reviews client evidence for completeness, drafts test procedures, and performs substantive testing with error rates below 1 percent. The platform maintains context across engagements through agentic chat, grounded in industry standards and firm-specific methodologies, enabling real-time collaboration between AI agents and practitioners.
Fieldguide is trusted by 50 percent of the top 100 accounting firms and delivers measurable results including 32 percent reduction in engagement hours, 95 percent reduction in manual testing time, and significant improvements in team engagement and client satisfaction. The platform is ISO 42001 certified, aligned with ISO/IEC 27001 and the EU AI Act, and SOC 2 Type 2 compliant for enterprise-grade security and reliability.
- Automate end-to-end testing workflows across financial audits, SOC audits, and advisory engagements
- Review and validate client evidence for completeness and readiness with Request Agent
- Execute substantive testing procedures in financial audits with purpose-built AI agents
- Draft test plans and walkthroughs automatically across entire workpaper sets
- Generate final reports collaboratively in one click for faster client delivery
- Manage client requests and document exchange through automated request workflows
- Streamline SOC 1, SOC 2, and SOC for Cybersecurity audit engagements
- Support risk advisory services including internal audits, ESG assessments, and SOC readiness
- Execute regulatory compliance engagements for SOX, HIPAA, FFIEC, and other frameworks
- Conduct cybersecurity and privacy assessments for HITRUST, PCI DSS, CMMC standards
- Perform IT general controls testing and internal audit certifications
- Enable real-time AI-assisted collaboration grounded in firm methodologies and industry standards
