More than half of the top 100 firms partner with Fieldguide
Including 8 of the top 10
Explore our audit capabilities
Audit Methodology
Deploy a licensed methodology from PPC, Mercia, or CPA Canada, or a proprietary firm approach, with Field Agents trained on each.
Audit Planning & Risk Assessment
Structure the full planning phase from risk assessment and materiality through a scoped audit program tied to the firm's methodology.
Financial Statements
Field Financials drafts financial statements, ties every figure to the trial balance and workpapers, and builds disclosures for practitioner review.
Substantive Testing
Field Auditor runs test procedures end-to-end: population, sampling, extraction, and evaluation, with a pause for practitioner judgment.
Trial Balance & Consolidation
Automated ingestion, live leadsheets, and multi-tier consolidation keep every number tied to the engagement, from upload through close.
Working Papers
Edit Word, Excel, and PDF files directly in Fieldguide, with structured binders, version control, and one-click export for regulators.
Proven on real engagements
What 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
“The ability to create a template and then send it out to all of our engagements, and also adjust the template for any future engagements, enabled us to implement the audit programs across the firm, adopt things quickly, and also improve overall quality.”
Nathan Hartgraves
Managing Partner
“Seeing that kind of reduction in hours really made us look at it and go, what else do we need to be changing, how else should we be utilizing the AI, how else should we be utilizing that focus that we're now able to achieve.”
Haley Legg
Audit & Assurance Division Leader
Industry-grade 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.
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A use-control attestation confirming that our processes meet specific security and data-handling requirements, verified through external assessment.
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