More than half of the top 100 firms partner with Fieldguide
Including 8 of the top 10
AI-Native Platform
The end-to-end engagement platform connecting practitioners, clients, methodology, and Field Agents across every phase of the work.
Explore AI-Native PlatformClient Hub
From first request to final report, clients see what the firm needs, share what they have, and work alongside the engagement team.
Document Management
Store, organize, and edit Word, Excel, and PDF files directly in Fieldguide, with every document tied to its engagement and workpaper.
Embedded AI
AI Chat and AI Actions work alongside practitioners in real time, grounded in firm methodology, industry standards, and engagement context.
Engagement Management
Run every engagement from planning through completion, with the team, clients, and methodology connected across the full lifecycle.
Field Board
Kanban-style command center delivering real-time visibility into status, risk, open items, and agent activity across the engagement.
Fieldguide MCP
Connects live engagement data to any MCP-compatible AI tool, letting practitioners ask and act without switching apps.
Insights & Analytics
Measure AI adoption, engagement efficiency, and team performance, with trends and benchmarks across every practice area and engagement.
Integrations
Connects to the tools, data, and identity systems firms already run, keeping every engagement moving without changing how teams work.
Methodology and Frameworks
Run every engagement on any methodology, from licensed partners to proprietary firm approaches, with Field Agents trained on each.
Request Management
Every request is tracked, linked, and synced to its workpaper, with Field Auditor flagging incomplete evidence before it reaches the team.
Audit
Built on the full AI-native platform, with dedicated capabilities for every phase of financial audit.
Explore AuditAudit 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 Agents run 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.
AI-Native Platform
The end-to-end engagement platform connecting practitioners, clients, methodology, and Field Agents across every phase of the work.
Explore AI-Native PlatformClient Hub
From first request to final report, clients see what the firm needs, share what they have, and work alongside the engagement team.
Document Management
Store, organize, and edit Word, Excel, and PDF files directly in Fieldguide, with every document tied to its engagement and workpaper.
Embedded AI
AI Chat and AI Actions work alongside practitioners in real time, grounded in firm methodology, industry standards, and engagement context.
Engagement Management
Run every engagement from planning through completion, with the team, clients, and methodology connected across the full lifecycle.
Field Board
Kanban-style command center delivering real-time visibility into status, risk, open items, and agent activity across the engagement.
Fieldguide MCP
Connects live engagement data to any MCP-compatible AI tool, letting practitioners ask and act without switching apps.
Insights & Analytics
Measure AI adoption, engagement efficiency, and team performance, with trends and benchmarks across every practice area and engagement.
Integrations
Connects to the tools, data, and identity systems firms already run, keeping every engagement moving without changing how teams work.
Methodology and Frameworks
Run every engagement on any methodology, from licensed partners to proprietary firm approaches, with Field Agents trained on each.
Request Management
Every request is tracked, linked, and synced to its workpaper, with Field Auditor flagging incomplete evidence before it reaches the team.
Recognized by the profession
- Half
The top 100 accounting firms choose Fieldguide
- 5x
CPA Practice Advisor Innovation award winner
- 1st
AI platform in audit and advisory to achieve AIUC-1 certification
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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