About
Fieldguide is the AI-native platform built specifically for audit and advisory firms, transforming how they manage engagements, collaborate with clients, and deliver results. At its core, Fieldguide offers professional-grade AI agents that automate repetitive tasks across the audit lifecycle — from evidence collection and workpaper preparation to report generation and quality review. The platform provides end-to-end engagement management covering a wide range of practice areas including financial audit, SOC 1 and SOC 2 audits, IT audit, tax, risk advisory, cybersecurity and privacy (HITRUST, PCI DSS v4.0, CMMC), and regulatory compliance (SOX, HIPAA, FFIEC). Fieldguide's Client Hub delivers a modern, branded portal for seamless client communication, document exchange, and status visibility. Insights and analytics capabilities give firm leaders end-to-end visibility into engagement performance, utilization, and profitability. The platform integrates with popular productivity and IT tools, fitting natively into existing firm workflows. Fieldguide is purpose-built for audit and advisory professionals — from regional CPA firms to large enterprises like BDO — who want to modernize operations, address the talent shortage, scale capacity without growing headcount, and meet increasing regulatory demands through intelligent automation.
Key Features
- Professional-Grade AI Agents: AI agents automate repetitive audit tasks including evidence gathering, workpaper preparation, and report drafting, freeing practitioners to focus on higher-value work.
- End-to-End Engagement Management: Manage the full audit and advisory engagement lifecycle — from planning and fieldwork to reporting — within a single unified platform.
- Client Hub: A modern, branded client portal that streamlines document requests, communication, and status updates to deliver a superior client experience.
- Insights & Analytics: Real-time engagement analytics give firm leaders visibility into utilization, margins, timelines, and overall performance across all active engagements.
- Broad Framework & Compliance Coverage: Supports SOC 1/2, HITRUST, PCI DSS v4.0, CMMC, SOX, HIPAA, FFIEC, financial audit, tax, and IT audit out of the box.
Use Cases
- A mid-size CPA firm uses Fieldguide to automate SOC 2 audit engagements, reducing time spent on evidence collection and workpaper documentation by over 50%.
- A risk advisory team leverages Fieldguide's AI agents to manage internal audit and ESG reporting engagements across multiple clients simultaneously.
- An IT audit practice uses Fieldguide to standardize IT general controls testing and generate consistent, high-quality audit reports at scale.
- A firm's leadership team uses Fieldguide's Insights & Analytics dashboard to monitor engagement profitability, staff utilization, and milestone adherence in real time.
- A cybersecurity advisory group manages HITRUST, PCI DSS v4.0, and CMMC assessments on a single platform, using the Client Hub to coordinate evidence requests with enterprise clients.
Pros
- Purpose-Built for Audit & Advisory: Unlike generic project management tools, Fieldguide is designed specifically for audit workflows, compliance frameworks, and professional services requirements.
- Reduces Manual, Low-Value Work: AI automation handles evidence collection, documentation, and repetitive tasks, directly addressing the talent shortage and capacity constraints facing audit firms.
- Comprehensive Framework Support: Covers a wide range of audit types and regulatory frameworks under one roof, eliminating the need for multiple point solutions.
- Modern Client Collaboration: The Client Hub modernizes the client experience with a self-service portal, reducing back-and-forth emails and improving engagement satisfaction.
Cons
- Enterprise Pricing: As an enterprise-focused solution, Fieldguide is likely cost-prohibitive for very small firms or independent practitioners.
- Audit & Advisory Niche: The platform is purpose-built for audit and advisory use cases and is not suitable for general business or non-assurance workflows.
- Onboarding Complexity: Migrating existing engagement data and training staff on a new AI-powered platform can require significant time and change management investment.
Frequently Asked Questions
What types of audits does Fieldguide support?
Fieldguide supports a wide range of audit and advisory engagements including SOC 1, SOC 2, SOC for Cybersecurity, financial audit, IT audit, tax, risk advisory, HITRUST, PCI DSS v4.0, CMMC, SOX, HIPAA, FFIEC, and ESG.
How does Fieldguide use AI in the audit process?
Fieldguide deploys professional-grade AI agents that automate tasks such as evidence gathering, workpaper drafting, report generation, and quality review — reducing manual effort and accelerating engagement timelines.
What is the Fieldguide Client Hub?
The Client Hub is a modern, branded portal that provides clients with a centralized location to submit documents, respond to requests, and track engagement progress, improving communication and transparency.
Who is Fieldguide designed for?
Fieldguide is built for audit and advisory firms of all sizes — from regional CPA practices to large firms like BDO — that want to modernize their operations using AI and automation.
Does Fieldguide integrate with other tools?
Yes, Fieldguide integrates with popular productivity and IT tools to fit seamlessly into existing firm workflows, reducing the need for manual data transfer between systems.
