Fieldguide Reaches Agreement with CPA Canada to Embed Trusted Canadian Engagement Forms within Industry-Leading Agentic AI

Fieldguide Reaches Agreement with CPA Canada to Embed Trusted Canadian Engagement Forms within Industry-Leading Agentic AI

The agreement embeds CPA Canada's Professional Engagement Guide (PEG/GMP) Forms throughout Fieldguide's agentic AI platform, giving Canadian firms a single workflow for performing high-quality engagements.

SAN FRANCISCO and TORONTO — September 29, 2026 — Fieldguide, the leading transformation partner for agentic audit and advisory, today announced a new agreement with CPA Canada to embed the organization's trusted Professional Engagement Guide (PEG/GMP) Forms throughout the Fieldguide platform. The integration gives Canadian firms a new way to access and apply CPA Canada's trusted PEG Forms within a connected workflow, where practitioners direct the work and Field Agents support the execution.

This agreement comes at a time when firms are rethinking how engagements are performed; moving from manual workflows to AI-enabled engagement delivery. Professional judgment remains in the hands of practitioners, while AI agents support the execution. Every agent action is reviewable, keeping quality and governance at the center of the operating model.

“Advancing audit quality across the profession is a core pillar of CPA Canada’s mandate,” said Pamela Steer, president and CEO of CPA Canada. “By integrating our trusted audit, review and compilation engagement forms into Fieldguide’s AI-powered workflows, firms can more easily access credible support to enhance audit quality, efficiency and productivity.”

“Firms are not asking for another tool; they are building a new operating model,” said Jin Chang, co-founder and CEO of Fieldguide. “With CPA Canada's trusted forms at the center of the platform, practitioners keep their judgment while Field Agents support the execution. That is how audit quality and capacity climb together.”

PEG engagement forms are embedded directly within Fieldguide, giving practitioners a seamless workflow powered by agentic AI without context-switching or external applications. Firms can leverage out-of-the-box:

• Dynamic risk assessments and engagement programs built on PEG content, with Field Agents supporting the process alongside client evidence.
• Automated diagnostics and validation checks that proactively identify inconsistencies or missing evidence, strengthening quality control across the engagement.
• Continuous content updates: Fieldguide will reflect updates directly in the platform as CPA Canada releases new or updated PEG engagement forms, to help keep teams current and compliant.

Fieldguide's AI Maturity Framework (AMF) maps six levels of AI transformation, from No Automation to Strategic Automation, through a self-assessment that shows a firm exactly where it sits and how to reach the next level in AI transformation. This allows firms to envision their own transformation journey in leveraging Agentic AI to further unlock capacity while scaling audit quality. Firms can take the AMF self-assessment and see where they stand.

Amid evolving standards, rising client expectations and resource pressures facing Canadian firms, CPA Canada and Fieldguide are uniting CPA Canada’s PEG forms with intelligent execution — enabling firms to focus on delivering client value and maintaining public trust. Learn more at https://hubs.li/Q04x7XQk0.