Skip to main content

Introducing Field Orchestrator: The Intelligence Layer for Financial Audit.

Learn More

Introducing Field Orchestrator: The Intelligence Layer for Financial Audit.

Learn More

Field Board

A dynamic, Kanban-style command center where every control, test, and action is organized by where it stands in your workflow.

  • Manage engagements from one board

    Drag a card to assign work, kick off an agent run, or sign off.

  • Retire the side trackers

    Drop the project management trackers and work directly from Field Board instead.

  • Check status at a glance

    Open the board to see where every program and control stands, no status report needed.

  • Rotating staff get up to speed fast

    Anyone joining mid-engagement comes in context-aware and spends less time ramping up.

Every task, agent, and status, now in view

Each audit program is a card displaying sign-offs, task & document counts, and how long it’s been in its current state.

What practitioners are saying

  • Paul Perry
    Fieldguide opened possibilities to get things done more efficiently, so my team can do what they do for more clients.

    Paul Perry

    Partner

Triage every engagement from the top down. See how Field Board surfaces what's stalled in real time.

Get your personalized demo

More on our AI-native platform

  • Platform

    Client Hub

    From first request to final report, clients see what you need, share what they have, and work alongside your team.

    Explore Client Hub
  • Platform

    Embedded AI

    AI Chat and AI Actions work alongside practitioners in real time, grounded in firm methodology and context.

    Explore Embedded AI
  • Platform

    Engagement Management

    Run every engagement from planning through completion, with the team, clients, and methodology connected throughout.

    Explore Engagement Management
  • Field Agent

    Field Auditor

    Analyzes evidence gaps and runs testing end to end, covering population, sampling, extraction, and evaluation.

    Explore Field Auditor