Skip to main content
gradient-hero-p-1080

The AI native platform
for audit and advisory


Higher quality. Faster delivery. Happier clients. Fieldguide helps leading firms raise the bar
 on what clients expect, and what practitioners can deliver.

Trusted by the firms leading the profession
kpmg
RSM
Baker Tilly
cbiz-logo
BDO
Grant Thorton White
Forvis Mazars
CRI - Edited-p-500
aprio-logo
UHY
weaver-logo
lbmc-logo
Wipfli
HBK-Logo
BerryDunn
“Software for accounting firms is notoriously outdated, slow, and hard to use. Fieldguide is different – itʼs a more streamlined, cloud-first approach.”
Kate-Williams

Kate Williams

Partner, Maxwell Locke & Ritter

A Single Platform for Audit & Advisory

Fieldguide Agentic AI

product-1

Fieldguide Agentic AI

Your Engagement Team, Multiplied

Domain-specific AI agents that automate engagements across every practice area, every methodology, and every engagement type.

Full Engagement Management

Engagement Hub

Full Engagement Management

Efficiency From Start to Finish

Streamline and automate the entire lifecycle of any engagement - from scoping and testing to final report - increasing speed, quality and client satisfaction.

Reporting Automation

Reporting Automation

Reporting Automation

Rapid Reporting  

Generate final reports in a click, and collaborate with colleagues and clients to gather the right data, garner clearer insights, and deliver faster results.

Document Management

Document Management

Document Management

Smart Document Management

Automatically associate documents with controls and collaborate on evidence without manual downloads, tracking, or renaming

Request Management

Request Management

Request Management

Effortless Request Workflows

With the Request Analysis Agent, seamlessly send, track and manage client requests through an automated platform your team and clients will love.

Client Hub

product-6

Client Hub

Seamless Client Portal

Give clients an intuitive portal that guides them from request to report, keeping them aligned with your team.

schellman_iso42001_seal_white_CMYK_300dpi_png

Enterprise-Grade Security

Security is built into Fieldguide. ISO 42001 Certified, aligned with ISO/IEC 27001 and the EU AI Act, and SOC 2 Type 2 compliant for reliability and enterprise-grade protection.