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Introducing Field Orchestrator: The Intelligence Layer for Financial Audit.

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Introducing Field Orchestrator: The Intelligence Layer for Financial Audit.

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How AI is rewriting the rules of PCI compliance reporting

Amanda Waldmann
Amanda Waldmann
5 min read
  • Solutions

Cookie Policy

1. Introduction

This Privacy Policy explains how Fieldguide, Inc. ("us", "we", or "our") collect, safeguard and disclose information that results from your use of our Service.

We use your data to provide and improve Service. By using Service, you agree to the collection and use of information in accordance with this policy.

Our Terms and Conditions ("Terms") govern all use of our Service and together with the Privacy Policy constitutes your agreement with us ("agreement").

The old way of PCI reporting

Traditional PCI reporting is a copy-and-paste exercise wrapped in judgment. The judgment part — assessing whether a control is designed effectively — is what practitioners trained years to do. But instead of spending their day on that, they spend it on mechanical transfer of information.

The sprawl of Word documents, shared drives, and spreadsheets creates a fragile chain of custody. One version conflict, one missed update, and the entire report's accuracy comes into question. QSAs know this well — and have learned to build extra review time into their timelines just to catch the errors.

Fieldguide dashboard surfaces engagement analytics and AI-generated drafts.
Fieldguide's dashboard surfaces engagement analytics and AI-generated drafts in one view.

What actually changes

Fieldguide's Formula Agent handles the mechanical layer. It reads requirements, maps them to ingested evidence, drafts the testing notes, and surfaces discrepancies. The practitioner reviews a pre-populated document rather than building one from scratch.

The result: QSAs are reviewing and refining output rather than generating it. Cycle times that previously ran four to six months are compressing to weeks. Not because corners are being cut — but because the machine is doing the work it's suited for, and the human is doing the work only humans can do.

"Hours and hours of time — gone. PCI reporting used to eat entire sprints."
Darin McLaury · Director of Sensitive Data, Forvis Mazars

Traceability by default

Every AI-drafted line is traceable back to its source. If the agent writes a testing conclusion, you can see exactly which piece of evidence informed it. This isn't just useful for practitioners — it's essential for QSAs operating under the scrutiny of QSACs and card brands.

The result is an audit trail that proves not just what the conclusion was, but how it was reached — with human-reviewed AI output at every step. Regulators want to see the chain of reasoning. Fieldguide makes that chain explicit.

The shift in practitioner work

When AI handles the routine, what's left is the expert layer — reviewing edge cases, interpreting ambiguous controls, advising clients on remediation paths. These are things only an experienced QSA can do. And with Fieldguide handling the mechanical work, they get to do more of it.

  1. Manual evidence collection — Practitioners spend up to 40% of engagement time pulling and reformatting client-provided data.
  2. Version fragmentation — Multiple Word copies circulating across shared drives with no single source of truth.
  3. Review bottlenecks — Senior QSAs review documents built by juniors — catching errors that should never have occurred.

Firms using Fieldguide for PCI work report that their senior practitioners are spending significantly more time on strategic advisory — and less on document management. That's a competitive advantage that compounds over time.

Traceability by default

Every AI-drafted line is traceable back to its source. If the agent writes a testing conclusion, you can see exactly which piece of evidence informed it. This isn't just useful for practitioners — it's essential for QSAs operating under the scrutiny of QSACs and card brands.

  • Every AI-generated conclusion links directly to the underlying evidence document.
  • Human review is logged with timestamps — creating a dual-layer audit trail.
  • QSACs and card brands can follow the chain of reasoning end-to-end.
  • Discrepancies flagged by the agent are surfaced before the final report is assembled.

The result is an audit trail that proves not just what the conclusion was, but how it was reached — with human-reviewed AI output at every step. Regulators want to see the chain of reasoning. Fieldguide makes that chain explicit.

"One of our larger clients is almost done with their audit as of March 31, where last year it lasted until December. Everything was much more efficient"
Christopher EllingwoodSenior Manager, BerryDunn

Cookie Policy

1. Introduction

This Privacy Policy explains how Fieldguide, Inc. ("us", "we", or "our") collect, safeguard and disclose information that results from your use of our Service.

We use your data to provide and improve Service. By using Service, you agree to the collection and use of information in accordance with this policy.

The result is an audit trail that proves not just what the conclusion was, but how it was reached — with human-reviewed AI output at every step. Regulators want to see the chain of reasoning. Fieldguide makes that chain explicit.

2. Description

Traditional PCI reporting is a copy-and-paste exercise wrapped in judgment. The judgment part — assessing whether a control is designed effectively — is what practitioners trained years to do. But instead of spending their day on that, they spend it on mechanical transfer of information.

Every AI-drafted line is traceable back to its source. If the agent writes a testing conclusion, you can see exactly which piece of evidence informed it. This isn't just useful for practitioners — it's essential for QSAs operating under the scrutiny of QSACs and card brands.

The sprawl of Word documents, shared drives, and spreadsheets creates a fragile chain of custody. One version conflict, one missed update, and the entire report's accuracy comes into question. QSAs know this well — and have learned to build extra review time into their timelines just to catch the errors.

Our Terms and Conditions ("Terms") govern all use of our Service and together with the Privacy Policy constitutes your agreement with us ("agreement").

"One of our larger clients is almost done with their audit as of March 31, where last year it lasted until December. Everything was much more efficient"
Christopher EllingwoodSenior Manager, BerryDunn

The shift in practitioner work

When AI handles the routine, what's left is the expert layer — reviewing edge cases, interpreting ambiguous controls, advising clients on remediation paths. These are things only an experienced QSA can do. And with Fieldguide handling the mechanical work, they get to do more of it.

Firms using Fieldguide for PCI work report that their senior practitioners are spending significantly more time on strategic advisory — and less on document management. That's a competitive advantage that compounds over time.

Amanda Waldmann

Amanda Waldmann

Increasing trust with AI for audit and advisory firms.