Fieldguide provides an AI platform that automates engagements for advisory and audit firms. Domain-specific AI agents handle workflows across practice areas, methodologies, and engagement types. The platform manages the full engagement lifecycle from scoping and testing to final reports. Document management automatically associates files with controls. Request management tracks client submissions through an automated workflow. Reporting generates outputs in a single click. A client hub aligns teams and clients from request to report. Agentic chat integrates into workflows, understands firm methodologies, and delivers traceable results.
Transforms service delivery and improves workflows
Increases efficiency in gathering materials and reduces client back-and-forth
Organizing client requests reduces follow-up needs
Improves client confidence and responsiveness
Relies on firm-specific templates and methodologies for full effectiveness
Requires integration into existing workflows for optimal use
Dependent on quality of input data for AI agent accuracy
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Pricing yet to be updated!
