Fieldguide

Fieldguide is an AI platform purpose-built for professional services firms in audit, advisory, and tax, replacing the fragmented mix of spreadsheets, shared drives, and legacy engagement software that most firms rely on. The platform centralizes the entire engagement lifecycle—from proposal through delivery and archival—with AI automating the most time-consuming steps at each stage. Fieldguide's AI drafts work programs and procedure steps based on engagement type and client industry, reducing setup time from days to hours. During fieldwork, the AI assists auditors in drafting findings, summarizing evidence, and flagging anomalies in client-provided data. The client portal enables seamless document request management, with AI sending follow-up reminders and tracking outstanding items automatically. For tax engagements, Fieldguide extracts data from tax documents, pre-populates workpapers, and identifies potential issues before the preparer begins review. The platform maintains immutable audit trails for every action and document version, satisfying PCAOB and AICPA documentation standards. Firm leaders get real-time dashboards showing engagement progress, staff utilization, and revenue recognition across all active projects.

AI Models

Key Features

• AI-drafted work programs and audit procedure steps
• Centralized document request management with automated follow-ups
• AI-assisted findings drafting and evidence summarization
• Immutable audit trails meeting PCAOB and AICPA standards
• Client portal for secure document exchange
• Real-time engagement progress and staff utilization dashboards
• Tax document extraction and workpaper pre-population
• Engagement archival with compliant retention policies

Integrations

Pricing

Pros & Cons

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