Fieldguide Audit & Advisory Platform

Fieldguide provides an AI-native audit and advisory platform for accounting and consulting firms, supporting engagement workflows, client requests, evidence review, testing, documentation, reporting, and collaboration across assurance and advisory services.

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Fieldguide Audit & Advisory Platform

Fieldguide Audit & Advisory Platform Description

Fieldguide is built for audit and advisory work where repeatability, documentation, and client collaboration can make—or break—margins. It’s a professional-grade, agentic AI for audit and advisory, pairing automation with an end-to-end engagement platform designed to support modern methodologies across assurance and risk services. Our solution helps audit and advisory firms (and internal audit teams) standardize and automate engagement execution—covering request management, workpapers, reporting, and client experience in one centralized system.
– Engagement tools coordinate requests, evidence, testing, documentation, review, and reporting across audit, SOC, IT audit, tax, and advisory use cases
– Field Agents support evidence review, testing, formula work, substantive testing, and agentic chat inside the engagement process
– Collaboration and workflow visibility help teams reduce client back-and-forth, standardize execution, and improve quality control
– Fits audit and advisory firms that want AI-assisted engagement execution while preserving practitioner judgment, methodology control, and reviewable documentation.

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