Fieldguide
Agentic AI platform for audit and advisory firms.
Fieldguide is an AI-native platform designed for audit and advisory firms. It addresses the challenge of repetitive, manual engagement work that consumes practitioner time, such as chasing documents and re-keying data. The platform uses AI agents, called Field Agents, to execute complex engagement tasks end-to-end—covering planning, testing, and review—while keeping practitioners in control for higher-level judgment and client relationships.
The platform includes several modules: Field Planner for assembling evidence-backed planning, Field Auditor for running test procedures, Field Reviewer, Field Financials for drafting financial statements tied to trial balances, and Field Orchestrator. It supports licensed audit methodologies from PPC, Mercia, or CPA Canada, as well as proprietary firm approaches. Integrations connect with GRC tools, 80+ accounting and HRIS systems, and offer a REST API for custom builds. The platform is FedRAMP certified and holds ISO 42001, SOC 2, and AIUC-1 certifications.
Fieldguide is built for audit and assurance, advisory and consulting, corporate internal audit, and federal and defense engagements. It is used by many of the top 100 accounting firms. The platform is available through a demo, and while specific packaging details are not provided, it is designed for firms seeking to scale capacity without adding headcount.
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