Field Agents for Audit
Field Planner
Ingests the trial balance, runs multi-year analytics and materiality, and synthesizes candidate risks into a scoped audit program. The team arrives at planning with a fully populated, evidence-backed package ready for review.
Explore Field PlannerField Auditor
Reviews each client submission the moment it arrives, flags gaps, then runs the full testing cycle from population through workpaper. Firms build Standard Operating Procedures that define exactly how each test is performed, and Field Auditor follows them.
Explore Field AuditorField Reviewer
Checks completed work against planned scope and risk assessment, confirms every conclusion traces to its evidence, and flags whatever falls short. Tracks deadlines and client responsiveness, surfacing slipping dates before they become a risk.
Explore Field ReviewerField Financials
Drafts financial statements from the trial balance, rolls forward prior-year comparatives, and ties every figure to its source. A separate agent runs disclosures from applicable standards and the firm's library, built from live engagement data.
Explore Field FinancialsField Orchestrator
Direct any phase of the engagement in natural language. Field Agents build the plan, do the work, and deliver results for review, with dependencies sequenced automatically and practitioners in control at every checkpoint.
Explore Field OrchestratorField Agents for Advisory
Field Planner
Reads the framework and prior period to set which controls and criteria fall in scope, then assesses control design and risk to shape the testing approach. Practitioners confirm the final assessment before fieldwork begins.
Explore Field PlannerField Auditor
Request Analysis Agent reviews each submission the moment it arrives, flagging gaps and inconsistencies. Testing Agent runs control testing end to end, matches evidence to each sample, validates results, and surfaces exceptions with documentation ready for review.
Explore Field AuditorField Reviewer
Reviews each tested control for complete evidence and a conclusion that follows from the criteria, flagging any gaps. Checks the draft report against tested controls, verifying that descriptions, results, and exceptions line up before issuance.
Explore Field ReviewerField Orchestrator
Direct any phase of the engagement in natural language. Field Agents build the plan, do the work, and deliver results for review, with dependencies sequenced automatically and practitioners in control at every checkpoint.
Explore Field OrchestratorWhat practitioners are saying

“Fieldguide AI has completely transformed the way we deliver services at Schellman, and the launch of Field Agents is a game-changer for the CPA profession.”
Avani Desai
CEO

“We supported more clients in the same amount of time, and it didn't feel any different from any other busy season.”
Nathan Hartgraves
Managing Partner
Setting the standard for security and compliance
The first international standard for AI management systems. It proves we apply responsible controls over artificial intelligence, managing risks ethically and transparently.
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An independent audit that validates our security, availability, and confidentiality controls over time. Your data is handled to the highest protection standards.
More detailsA use-control attestation confirming that our processes meet specific security and data-handling requirements, verified through external assessment.
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