Engagement Management Software for Audit Firms

Faster engagements, more capacity
Work stays connected, engagements close faster, and teams take on more.
Fewer errors and lower risk
Practitioners work from one connected record, consistent across engagements.
Real visibility and control
See every engagement's status as work happens, and catch issues early.
Consistent and audit ready
Methodology, controls, and reporting stay consistent and audit ready at scale.

Structure that scales with your firm

Templates are where your methodology lives. Every engagement gets a consistent structure from planning through completion, so your team starts from the same foundation.

Methodology
Your templates encode the methodology and standards your firm runs on, so every engagement is built on a foundation you can stand behind.
End-to-End Lifecycle
One template structure carries the engagement from planning through completion, keeping your people, your reviewers, and your clients on one platform from start to finish.
Firm-Tailored
Adapt templates to the way your firm actually works, rather than forcing your engagements into a generic framework.

Your templates encode the methodology and standards your firm runs on, so every engagement is built on a foundation you can stand behind.

Fieldguide runs your entire firm. Structure work by team and service line with granular permissions that keep practice areas separated and client data protected.

Teams
Organize people around the way your engagements actually run, so everyone has access to the work they own and nothing they don't.
Service Lines
Wall off practice areas like financial audit and advisory so one side of the firm never sees the other's client work, protecting confidentiality and keeping you compliant.
Permissions
Enterprise-grade controls handle the most complex access rules, so Fieldguide scales to serve your entire firm rather than a corner of it.

Organize people around the way your engagements actually run, so everyone has access to the work they own and nothing they don't.

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

What practitioners are saying

“Fieldguide helps us feel like we’re next to each other in the office, despite not being physically next to each other.”
Paul Perry
Security, Risk & Controls Practice Leader
“Fieldguide makes engagements much more efficient. It is way faster to gather materials and much less back-and-forth is needed with our clients.”
Chris Ellingwood
Principal at BerryDunn
“We've measured year over year time efficiency to be about 20 percent the first year with Fieldguide, and 30 percent the next year. We are definitely trending upward with efficiency.”
Karl Bixler
Manager, IT Risk Advisory

Every engagement on track, from kickoff to sign-off. See how Engagement Management keeps it that way.

Get your personalized demo

Engagement Management

Faster engagements, more capacity

Fewer errors and lower risk

Real visibility and control

Consistent and audit ready

Structure that scales with your firm

Methodology

End-to-End Lifecycle

Firm-Tailored

Teams

Service Lines

Permissions

Recognized by the profession

What practitioners are saying

More from our AI-native platform

Client Hub

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Methodology and Frameworks

Field Auditor

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Platform

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