# All Products **Updated:** August 10, 2026 Canonical URL: https://www.fieldguide.com/products/overview --- # All Products Every engagement runs end to end on a unified platform, with an Agent Workforce built in. ## More than half of the top 100 firms partner with Fieldguide ## Audit ## Field Agents for Audit Professional-grade Agent Workforce, purpose-trained on audit standards and firm methodology, executing complex engagement procedures end to end. [Explore Field Agents](/products/agents/overview) ### [Field Planner](/products/agents/field-planner) Ingests prior-year files, synthesizes changes, assesses risk, sets materiality, and builds a tailored audit program ready for team review. ### [Field Auditor](/products/agents/field-auditor) Executes request analysis and testing end to end: population, sampling, extraction, evaluation, exceptions. Less than 1% error rate. ### [Field Reviewer](/products/agents/field-reviewer) Reviews completed workpapers for accuracy, consistency, and methodology compliance, surfacing exceptions before partner sign-off. ### [Field Financials](/products/agents/field-financials) Drafts financial statements and footnotes, ties every number back to the trial balance and supporting workpapers, and flags exceptions. ### [Field Orchestrator](/products/agents/field-orchestrator) Natural language interface that conducts Field Agents across every engagement procedure, with practitioner review at defined checkpoints. ## 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 Platform](/products/platform/overview) ### Client Hub From first request to final report, clients see what the firm needs, share what they have, and work alongside the engagement team. [Client Hub](/products/platform/client-hub) ### Document Management Store, organize, and edit Word, Excel, and PDF files directly in Fieldguide, with every document tied to its engagement and workpaper. [Document Management](/products/platform/document-management) ### Embedded AI AI Chat and AI Actions work alongside practitioners in real time, grounded in firm methodology, industry standards, and engagement context. [Embedded AI](/products/platform/embedded-ai) ### Engagement Management Run every engagement from planning through completion, with the team, clients, and methodology connected across the full lifecycle. [Engagement Management](/products/platform/engagement-management) ### Field Board Kanban-style command center delivering real-time visibility into status, risk, open items, and agent activity across the engagement. [Field Board](/products/platform/field-board) ### Fieldguide MCP Connects live engagement data to any MCP-compatible AI tool, letting practitioners ask and act without switching apps. [Fieldguide MCP](/products/platform/fieldguide-mcp) ### Insights & Analytics Measure AI adoption, engagement efficiency, and team performance, with trends and benchmarks across every practice area and engagement. [Insights & Analytics](/products/platform/insights-and-analytics) ### Integrations Connects to the tools, data, and identity systems firms already run, keeping every engagement moving without changing how teams work. [Integrations](/products/platform/integrations) ### Methodology and Frameworks Run every engagement on any methodology, from licensed partners to proprietary firm approaches, with Field Agents trained on each. [Methodology and Frameworks](/products/platform/methodology-and-frameworks) ### Request Management Every request is tracked, linked, and synced to its workpaper, with Field Auditor flagging incomplete evidence before it reaches the team. [Request Management](/products/platform/request-management) ## Audit Built on the full AI-native platform, with dedicated capabilities for every phase of financial audit. [Explore Audit](/products/audit/overview) ### Audit Methodology Deploy a licensed methodology from PPC, Mercia, or CPA Canada, or a proprietary firm approach, with Field Agents trained on each. [Audit Methodology](/products/audit/audit-methodology) ### 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. [Audit Planning & Risk Assessment](/products/audit/audit-planning-and-risk-assessment) ### Financial Statements Field Financials drafts financial statements, ties every figure to the trial balance and workpapers, and builds disclosures for practitioner review. [Financial Statements](/products/audit/financial-statements) ### Substantive Testing Field Agents run test procedures end-to-end: population, sampling, extraction, and evaluation, with a pause for practitioner judgment. [Substantive Testing](/products/audit/substantive-testing) ### Trial Balance & Consolidation Automated ingestion, live leadsheets, and multi-tier consolidation keep every number tied to the engagement, from upload through close. [Trial Balance & Consolidation](/products/audit/trial-balance-and-consolidation) ### Working Papers Edit Word, Excel, and PDF files directly in Fieldguide, with structured binders, version control, and one-click export for regulators. [Working Papers](/products/audit/working-papers) ## Advisory ## Field Agents for Advisory Professional-grade Agent Workforce, purpose-trained on advisory frameworks and firm methodology, executing complex engagement procedures end-to-end. [Explore Field Agents](/products/agents/overview#advisory) ### [Field Planner](/products/overview#advisory) Analyzes the control environment, applicable frameworks, and prior-year files to deliver a ready-to-review engagement plan in minutes. ### [Field Auditor](/products/agents/field-auditor#advisory) Routes evidence gaps back to clients, tests every control, and populates workpapers while practitioners move to the next engagement. ### [Field Reviewer](/products/agents/field-reviewer#advisory) Work arrives checked for completeness and support, with open items and exceptions surfaced before the reviewer signs off. ### [Field Orchestrator](/products/agents/field-orchestrator) A natural language conversation runs the engagement as Field Agents plan, test, and deliver finished work for review across every control. ## 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 Platform](/products/platform/overview) ### Client Hub From first request to final report, clients see what the firm needs, share what they have, and work alongside the engagement team. [Client Hub](/products/platform/client-hub) ### Document Management Store, organize, and edit Word, Excel, and PDF files directly in Fieldguide, with every document tied to its engagement and workpaper. [Document Management](/products/platform/document-management) ### Embedded AI AI Chat and AI Actions work alongside practitioners in real time, grounded in firm methodology, industry standards, and engagement context. [Embedded AI](/products/platform/embedded-ai) ### Engagement Management Run every engagement from planning through completion, with the team, clients, and methodology connected across the full lifecycle. [Engagement Management](/products/platform/engagement-management) ### Field Board Kanban-style command center delivering real-time visibility into status, risk, open items, and agent activity across the engagement. [Field Board](/products/platform/field-board) ### Fieldguide MCP Connects live engagement data to any MCP-compatible AI tool, letting practitioners ask and act without switching apps. [Fieldguide MCP](/products/platform/fieldguide-mcp) ### Insights & Analytics Measure AI adoption, engagement efficiency, and team performance, with trends and benchmarks across every practice area and engagement. [Insights & Analytics](/products/platform/insights-and-analytics) ### Integrations Connects to the tools, data, and identity systems firms already run, keeping every engagement moving without changing how teams work. [Integrations](/products/platform/integrations) ### Methodology and Frameworks Run every engagement on any methodology, from licensed partners to proprietary firm approaches, with Field Agents trained on each. [Methodology and Frameworks](/products/platform/methodology-and-frameworks) ### Request Management Every request is tracked, linked, and synced to its workpaper, with Field Auditor flagging incomplete evidence before it reaches the team. [Request Management](/products/platform/request-management) ## 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 ## Setting the standard for security and compliance ### ISO 42001 The first international standard for AI management systems. It proves we apply responsible controls over artificial intelligence, managing risks ethically and transparently. [More details](/trust) ### SOC 2 Type II An independent audit that validates our security, availability, and confidentiality controls over time. Your data is handled to the highest protection standards. [More details](/trust) ### AIUC-1 A use-control attestation confirming that our processes meet specific security and data-handling requirements, verified through external assessment. [More details](/trust) --- [View all content](https://www.fieldguide.com/sitemap.md)