Methodology and Frameworks
Run every engagement type on your preferred methodology, whether you use an out-of-the-box methodology from one of our methodology partners, recognized frameworks, or your firm's proprietary methodology.
Preserve your methodology
Continue using the audit approach, workpapers, and documentation standards your firm has established.
Flexibility without compromise
Support multiple methodologies across different service lines or industries within a single platform.
Future-proof your investment
Easily evolve or transition methodologies over time without changing platforms or rebuilding workflows.
AI that adapts
Context-aware Field Agents learn your firm's methodology, terminology, and guidance.
Methodology and Frameworks
Methodology Agnostic
Fieldguide is methodology agnostic by design. Every methodology has access to the full capabilities of the platform including AI agents, workflows, trial balance, financial statements, document management, analytics, and future innovations, without compromise. As your methodology evolves over time, your content can be updated quickly and deployed across the firm, ensuring a consistent, modern audit experience while preserving your firm’s proprietary approach.
Audit
Fieldguide gives firms the flexibility to use a licensed methodology through our partnerships with Thomson Reuters PPC, Mercia, or CPA Canada, or deploy their own proprietary methodology. As your methodology evolves or your firm adopts a new methodology, Fieldguide evolves with you, never locking you into a single approach.
View Audit Methodology
Advisory
Advisory firms operate across a broad and shifting set of frameworks, from SOC and HITRUST to ISO 27001, HIPAA, NIST, CMMC, and beyond. Fieldguide supports the full range without forcing a single methodology or locking firms into a rigid structure. Every framework gets access to the same platform capabilities: AI agents, workflows, documentation, and analytics. As your practice adds new frameworks or existing standards change, the platform moves with you.
Internal Audit
Internal audit teams often run risk-based audits, ITGC testing, and ICFR programs (SOX/SOX equivalents) side by side. Fieldguide conforms to global IIA standards and frameworks like COSO through a risk-based approach to audit, and aligns to your organization's existing methodology. Your team gets a repeatable, standards-aligned way to plan, test, and document across every kind of audit.
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
“With Fieldguide, there's timely feedback, and you're methodology-agnostic — if we want to build something new for our clients, we don't need to run it by tech guys to get there. That's huge.”
Nathan Hartgraves
Managing Partner
Your methodology becomes the guardrails Field Agents run on. See how Agent Knowledge keeps every Field Agent working inside your standards.
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