Solutions for Financial Audit
Plan, execute, review, and issue higher-quality audits with AI-powered workflows using your firm’s preferred methodology on a single, integrated platform.
Built for global audit standards
Execute AICPA, PCAOB, and ISA engagements with your firm’s preferred methodology.
Flexible across industries
Serve for-profit, not-for-profit, and other specialized industries all in a single platform.
Do more without the burnout
Spend more time on high-value audit work, growing technical skills & client advisory.
Grow without adding headcount
Improve realization, deepen client relationships, and drive more value from every engagement.
How Financial Audit runs on Fieldguide
Trial Balance Management
Boost productivity with AI-suggested mappings and a dynamic, automated trial balance practitioners can trust and adjust.
Audit Methodology
Apply and customize your firm's preferred methodology, or choose between TR Guided Assurance, PPC, and Mercia for UK standards.
Risk Assessment and Analytics
Client documents and PBCs feed directly into AI-powered risk assessments, surfacing key insights before fieldwork begins.
Client Requests and Workpapers
As support documentation is uploaded, agents automatically begin executing audit procedures without manual handoffs or delays.
Agentic Audit Execution
Purpose-built AI agents execute audit procedures, document evidence, and prepare workpapers as supporting documentation is received, freeing teams to focus on higher-value reviews.
Financial Statement Creation
Generate, review, tie out, and issue financial statements directly from the engagement with agent setup, rollforwards and reporting workflows.
Field Agents execute across the financial audit
Field Planner
Builds your engagement plan from your methodology, client industry, and risk appetite, ready for review in minutes instead of days.
Explore Field Planner
Field Auditor
Runs the full request-to-testing cycle, sending client requests, validating evidence on arrival, and executing test procedures end to end.
Explore Field Auditor
Field Reviewer
Surfaces exceptions and judgment calls instead of mechanical checks, so review time goes to what actually needs a practitioner.
Explore Field Reviewer
Field Financials
Drafts financial statements straight from the trial balance, ties out every figure, and builds disclosures with audit-grade rigor.
Explore Field Financials
Field Orchestrator
Coordinates every agent and phase of the engagement, so you can check status, reassign work, or escalate from one conversation.
Explore Field Orchestrator
Real results from firms
- Zero
PCAOB comment forms on first Fieldguide inspection
- 2x
Engagement capacity without adding headcount
- 20% -> 30%
Year-over-year efficiency
What practitioners are saying
“Fieldguide AI has completely transformed the way we deliver services at Schellman, and the launch of Field Agents is a game-changer for the CPA profession.”
Avani Desai
CEO
“The ability to create a template and then send it out to all of our engagements, and also adjust the template for any future engagements, enabled us to implement the audit programs across the firm, adopt things quickly, and also improve overall quality.”
Nathan Hartgraves
Managing Partner
“Seeing that kind of reduction in hours really made us look at it and go, what else do we need to be changing, how else should we be utilizing the AI, how else should we be utilizing that focus that we're now able to achieve.”
Haley Legg
Audit & Assurance Division Leader
Watch a financial audit run end to end, live. See Field Agents execute a real engagement, start to finish, at our Agents at Work webinar.
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