Fieldguide
Revolutionize audit, advisory with AI-driven efficiency and automation.. [Contact for Pricing]
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What is Fieldguide?
Fieldguide is an AI-native platform designed specifically for audit and advisory firms to automate engagements across every practice area, methodology, and engagement type. It serves as an end-to-end platform where practitioners and professional-grade AI agents work together to handle testing, documentation, evidence review, and client collaboration. The platform replaces stitched-together point solutions with siloed logic by providing one centralized system for financial audits, risk advisory, SOC audits, regulatory compliance, cybersecurityassessments, and IT audits.
Key features include Field Agents (Request Agent, Testing Agent, Formula Agent, Substantive Testing Agents, and Agentic Chat) that automate up to 70% of testing, review client evidence for completeness, handle recurring tasks in bulk, and perform substantive testing with less than 1% error rate. The platform also offers enterprise-grade document management, end-to-end engagement management, automated request management, one-click collaborative report generation, and a modern Client Hub for secure communication and progress tracking.
Fieldguide is built by former Big Four practitioners and veteran technology leaders, targeting CPA firms including Top 500 firms looking to modernize their practices. It is trusted by 50% of the top 100 firms to accelerate growth, improve quality, and deliver better client outcomes. The platform helps firms increase margins, win new business, build stronger client relationships, and reduce engagement hours by 32% with 95% reduction in manual testing time.
The platform emphasizes security and compliance with SOC 2 Type 2 certification, ISO 27001, AES-256 encryption at rest, SHA-2 encryption in transit, multi-factor authentication, and a 99.9% uptime SLA. It adheres to GDPR and CCPA, maintains data ownership for customers, and does not sell or share client data with third parties.
Fieldguide pricing
Pricing model: Freemium
Fieldguide pricing is not publicly listed on the official website. The platform offers a scalable subscription-based pricing model designed to accommodate small businesses, mid-market companies, and large enterprises. Customized pricing is provided upon request through a demo inquiry. The platform includes access to the AI-native platform with Field Agents, document management, engagement management, request management, reporting automation, and Client Hub. An ROI calculator is available to show efficiency, margin, and revenue impact.
Fieldguide pros
- Automates up to 70% of audit testing end-to-end
- Reduces engagement hours by approximately 32%
- 95% reduction in manual testing time
- Professional-grade AI agents execute complex workflows with precision
- Substantive Testing Agents have less than 1% error rate versus manual processes
- One centralized platform replaces multiple point solutions
- Supports every practice area including financial audit, risk advisory, SOC, ESG, SOX, HIPAA, HITRUST, PCI DSS
- Enterprise-grade security with SOC 2 Type 2, ISO 27001, AES-256 encryption
- 99.9% financially-backed uptime SLA
- Multi-factor authentication with OWASP and IRS password standards
- Modern Client Hub improves client collaboration and experience
- One-click collaborative report generation
- Document management automatically associates files with controls
- Agentic Chat understands firm methodology and engagement context
- Multiple users can edit workpapers simultaneously
- Real-time engagement status dashboards
- Built by former Big Four practitioners who understand audit workflows
- Trusted by 50% of top 100 CPA firms
- Data ownership remains with customer with easy export in standard formats
- Data is not sold or shared with third parties
Fieldguide cons
- Customized pricing only available upon inquiry, not publicly listed
- Initial setup can be time-consuming for complex needs
- Steep learning curve for new users unfamiliar with workflow automation
- Bulk editing and some workflows can feel clunky
- Reporting capabilities still need improvement
- Relies on firm-specific templates and methodologies for full effectiveness
- Requires integration into existing workflows for optimal use
- Dependent on quality of input data for AI agent accuracy
- May require technical support during implementation
- Advanced automation requirements may feel limited compared to code-based solutions
Frequently asked questions about Fieldguide
What is Fieldguide?
Fieldguide is an AI-native platform for audit and advisory firms that provides one centralized system to automate engagements across every practice area, methodology, and engagement type. It is the end-to-end platform where practitioners and professional-grade AI agents work together to handle testing, documentation, evidence review, and client collaboration.
What are Field Agents?
Field Agents are professional-grade AI agents that deploy your firm's judgment and expertise at scale. They include Request Agent (reviews uploaded client evidence for completeness), Testing Agent (automates up to 70% of testing), Formula Agent (handles recurring tasks in bulk), Substantive Testing Agents (automate financial audit workflows with less than 1% error rate), and Agentic Chat (context-aware AI that collaborates with practitioners).
Which practice areas does Fieldguide support?
Fieldguide supports Financial Audit (full audit from client requests to financial statements), Risk Advisory (risk advisory, SOC, ESG, and advisory practice), SOC Readiness & Audits, Regulatory Compliance (SOX, HIPAA, FFIEC), Cybersecurity & Privacy (HITRUST, PCI DSS), and IT Audit (IT general controls, internal audits, and certifications).
What ROI can firms expect from Fieldguide?
Firms can expect 70% testing automated end-to-end, 32% reduction in engagement hours, and 95% reduction in manual testing time. Fieldguide helps firms increase efficiency, margins, and revenue while delivering higher quality work and happier clients.
Is Fieldguide secure?
Yes, Fieldguide has enterprise-grade security including SOC 2 Type 2 certification, ISO 27001, AES-256 encryption at rest, SHA-2/AES-128 encryption in transit, multi-factor authentication meeting OWASP and IRS standards, secure AWS infrastructure, and a 99.9% uptime SLA. The platform is certified under SOC 1, SOC 2, PCI Level 1, FISMA Moderate, and Sarbanes-Oxley.
Who owns the data in Fieldguide?
Your organization owns its data. Fieldguide makes it easy to export data in standard formats. The platform does not sell or share your data with third parties. Data deletion requests can be directed to [email protected]. Fieldguide adheres to GDPR and CCPA with a Data Processing Addendum and Standard Contractual Clauses.
Which firms use Fieldguide?
Fieldguide is trusted by 50% of the top 100 CPA firms including Weaver (#28 on IPA Top 500), LBMC (#35 on IPA Top 500), Anders CPA (#72 on IPA Top 500), and Schellman. The platform is designed for Top 500 firms and modern assurance and advisory firms looking to improve efficiency and scale operations.
How does Agentic Chat differ from generic AI tools?
Fieldguide's Agentic Chat is built by practitioners and trained on the largest corpus of engagement data. It speaks your language, understands end-to-end engagement context, interprets your firm's unique approach, and is grounded in industry standards and your methodology. Every output is accurate, reliable, traceable, and consistent across every engagement.
How is Fieldguide different from other audit software?
Fieldguide is AI-native from the ground up, not a legacy platform with AI added on. It provides one centralized platform replacing stitched-together point solutions with siloed logic. Field Agents are digital teammates that do actual testing and documentation work, not just copilots. The platform is built by former Big Four practitioners who understand audit workflows.
How do I get started with Fieldguide?
You can request a demo by clicking the Request Demo button on the website. Fieldguide offers an easy and straightforward onboarding process. The team can show you the Product Tour, demonstrate ROI impact in 30 seconds using their ROI calculator, and provide customized pricing based on your firm's needs.