Fieldguide

Founded 2020

Audit automation software by Fieldguide: AI-powered audit & advisory platform that streamlines workflows, boosts margins & enhances client collaboration.

Cost

Demo

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use Fieldguide to automate audit and advisory engagements with AI agents that handle testing, documentation, and evidence review. The platform helps accounting firms reduce manual work by up to 70% while maintaining quality standards. You can manage entire audit workflows, from client requests to financial statements, across multiple practice areas including SOC audits, regulatory compliance, and cybersecurity assessments. The AI agents validate evidence, execute test procedures, and flag exceptions automatically.

What Fieldguide does

Upload client documents and validate completeness automaticallyExecute substantive testing procedures with AI validationGenerate audit workpapers with automated documentationReview evidence and flag exceptions for practitioner attentionCreate test plans based on risk assessment resultsCollaborate with clients through secure document portalsTrack engagement progress across multiple audit areasGenerate compliance reports for regulatory submissionsAI agents that automate up to 70% of testing proceduresReviews uploaded client evidence for completeness automaticallyExecutes end-to-end test procedures with less than 1% error rateHandles recurring tasks across entire workpapers in bulkContext-aware chat agents grounded in industry standardsCentralized workpaper management with enterprise-grade securityOne-click collaborative report generationModern client portal for document sharing and communication