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Announcing Field Financials, Fieldguide MCP and Our Refreshed Brand

Learn More

Announcing Field Financials, Fieldguide MCP and Our Refreshed Brand

Learn More

Working Papers

Build, review, and close every engagement with real-time collaboration and structured document management.

Working Papers

  • No downloading, no re-uploading

    Edit Word, Excel, and Fieldguide-native files directly inside Fieldguide, with every change in sync across the whole engagement.

  • Find every file fast

    Every report, template, and client document stays organized and version-controlled, ready for regulatory export.

  • Real-time collaboration

    Collaborate with your team and clients in real-time, editing and reviewing files without needing to check in or check out.

Working papers, connected end-to-end

  • Evidence Tied to Workpapers

    Every document uploaded is linked to the workpaper it supports and kept current as the engagement binder evolves.

  • Cloud-Based Document Collaboration

    Practitioners and clients edit Word, Excel, and PDF documents directly in Fieldguide, with changes syncing automatically.

  • Structured Binder With Version Control

    Documentation lives in a structured engagement binder with automated versioning and one-click export for regulators.

  • Agentic Chat Embedded In Engagements

    Domain-specific AI grounded in firm methodology answers questions, analyzes documents, and surfaces quality gaps instantly.

What practitioners are saying

  • Haley Legg
    “The Fieldguide team is focused on delivering practical AI features that genuinely improve our workflow and create time savings.”

    Haley Legg

    Audit & Assurance Division Leader

Real results from firms

  • Zero

    PCAOB comment forms on first Fieldguide inspection

  • 2x

    Engagement capacity without adding headcount

  • 20% -> 30%

    Year-over-year efficiency

Every workpaper documented with citations and exception flags. See how Field Auditor builds the file as testing happens.

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