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Enterprise Layer Intelligence
Categories/Tax & Accounting/Fieldguide
Fieldguide

Fieldguide

Founded 2020

Automate audit, advisory, and internal compliance workflows using automated practitioner agents

Pricing model

Demo

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use Fieldguide to run audit, risk advisory, and internal compliance engagements from start to finish. It coordinates automated agents that prepare project plans, verify audit evidence, and surface exceptions across client workpapers. Your team can draft financial statements, tie numbers back to source documents, and prepare client disclosures directly in the workspace. It also includes a collaborative client portal where teams request documents, track evidence submissions, and manage reviews, reducing back-and-forth emails during busy audit seasons for accounting firms.

What Fieldguide does

Assemble and verify audit planning documentationExtract and test evidence against compliance frameworksDraft financial statements from audited recordsTie out trial balance numbers to workpapersCollect client audit files through a secure portalSurface exceptions and missing workpaper documentationCoordinate engagement stages through a conversational agentAutomates engagement planning with assembled workpapers and evidence checksVerifies audit evidence and tests controls across engagementsSurfaces incomplete items, missing support, and exceptions before sign-offDrafts financial statements and ties out numbers to audited engagement dataGenerates disclosure notes with verified audit-grade backingProvides a unified client portal to collect evidence and handle document requestsDirects testing workflows using a single conversational orchestrator

Pricing breakdown

Pricing model: Book a demo

Tutorials & Demos

Frequently asked

Microsoft Office 365, Google Workspace, Slack, Box, OneDrive, Custom API for ERP connectivity, Dropbox, Custom API, SSO Providers (Okta/Azure), Unverified API for custom ERPs, Okta (SSO), Azure AD (SSO), Custom ERP API

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Fieldguide, audit automation, advisory workflows, internal audit, workpaper management, audit testing, financial statement drafting, compliance automation, CPA automation, risk advisory, client portal, evidence verification, FedRAMP compliance, automated auditing, agentic workflows