Field Planner
Planning arrives assembled and evidence-backed, ready for practitioners to review before fieldwork begins.
Time spent on judgment
Planning hours go to risk and judgment, not gathering documents and data.
Stronger risk coverage
Changes since the last cycle surface early, keeping the risk assessment sharp.
Knowledge stays with the firm
Client context carries forward annually, regardless of staffing changes.
A faster path to fieldwork
The planning cycle compresses, moving the team into fieldwork sooner.
Inside Field Planner for Audit
Any Trial Balance, Mapped
Ingests the trial balance in whatever format the client exports and maps its headers and accounts to a canonical structure.
Analytics, Run in Advance
Runs multi-year trend, ratio, and variance analytics and flags unusual journal entries before the team opens the file.
Risks Surfaced for Review
Synthesizes every planning input into candidate risks of material misstatement for the manager to confirm, challenge, or add to.
Materiality, Set and Benchmarked
Calculates preliminary and performance materiality under multiple bases, benchmarked against the prior two audit years.
Planning Documents, Reviewed
Reviews board minutes, debt agreements, contracts, and related-party schedules, pulling out the items with audit significance.
Inside Field Planner for Advisory
Scope, Set Up Front
Reads the framework and prior period to set which controls and criteria fall in scope, ready for the practitioner to confirm.
Walkthroughs, Prepared
Prepares process walkthroughs from prior documentation, mapping how each control operates for the practitioner to validate.
Control Design, Assessed
Assesses whether each control is designed to meet its criteria and documents the design for the practitioner to review.
Risk, Assessed for Review
Assesses risk across the framework to shape the testing approach, with the practitioner confirming the final assessment.
What practitioners are saying
“We were looking for something that was going to be aggressive and flexible, and willing to work at the same speed that we will work.”
Haley Legg
Audit & Assurance Division Leader
Planning arrives assembled and evidence-backed, ready for review. See how Field Planner sets materiality and surfaces risk before the planning meeting starts.
Get your personalized demoAgent Workforce, across the entire engagement
- Explore Field Auditor
Field Auditor
Analyzes evidence gaps and runs testing end to end, covering population, sampling, extraction, and evaluation.
- Explore Field Reviewer
Field Reviewer
Reviews completed workpapers for accuracy and compliance, surfacing exceptions before partner sign-off occurs.
- Explore Field Financials
Field Financials
Drafts financial statements and disclosures, ties every figure to its source, and flags exceptions for review.
- Explore Field Orchestrator
Field Orchestrator
Coordinates the Field Agents through natural language, running the engagement while your team stays in control.