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Announcing Field Financials, Fieldguide MCP and Our Refreshed Brand

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Practitioners working with Fieldguide

AI Maturity Framework Assessment

Build with the trusted framework. See where your firm stands.

More than half of the top 100 firms partner with Fieldguide

Including 8 of the top 10

A quick assessment with clear next steps.

Structured around the AI Maturity Framework's six levels of autonomy and seven readiness categories.

How it works

(01)

Place your firmSix levels of autonomy: where does your firm sit on the AI Maturity Framework curve today?

(02)

Diagnose readinessFourteen questions across the seven categories that predict how quickly your firm can climb.

(03)

Get your next stepYour scorecard, your priority gap, and the playbook for moving on it.

AI Maturity Framework Assessment. Across seven readiness categories, you get a complete read on where your firm stands and what closes the gap.

Start the assessment

The profession's model for agentic transformation.

The AI Maturity Framework defines six progressive levels of AI autonomy, from fully manual execution to AI agents running complete engagement lifecycles with practitioners leading. Rather than a technology model, it describes how the work itself gets done: who executes, who reviews, and how judgment is preserved at each stage. Measured through seven readiness categories, they help determine how quickly a firm can climb and what it needs to move to the next level.

  • 00

    No Automation

    All work is done manually using tools like email, Word, and Excel.

  • 01

    Basic Automation

    Productivity tools and generic AI assist with specific, repetitive tasks.

  • 02

    Assisted Automation

    Purpose-built AI is embedded into workflows to generate context-aware outputs from domain-specific data.

  • 03

    Directed Automation

    AI agents execute defined parts of engagement workflows with clear human approval points.

  • 04

    Guided Automation

    AI agents execute full engagement workflows with structured checkpoints and human oversight.

  • 05

    Strategic Automation

    AI agents plan and execute full engagements across domains. Practitioners operate at the strategic layer, governing, training, and improving AI systems.

Learn why the future of Advisory Services is powered by Fieldguide AI

Top 500 firms choose Fieldguide platform and AI