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AI-Native Platform for Audit and Advisory

Expertise, multiplied.

Elevating the world's leading audit and advisory firms.

The end-to-end platform where practitioners and AI agents work together.

Chosen by the firms
leading the profession

50% of the top 100 firms trust Fieldguide to accelerate growth, improve quality,
 and deliver better client outcomes.

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Field Agents are digital
 teammates, not just copilots

Professional-grade AI Agents do the testing, documentation, and evidence review in any methodology.

FIELD AGENT

Request Agent

Instantly reviews uploaded client evidence for completeness and readiness, flagging missing items and inconsistencies early to reduce back-and-forth.

FIELD AGENT

Testing Agent

Automates up to 70% of testing by executing end-to-end test procedures—validating evidence, summarizing results, and flagging exceptions so practitioners can focus on judgment and client impact.

FIELD AGENT

Formula Agent

Handles recurring tasks in bulk across entire workpapers. From drafting walkthroughs to suggesting test plans—freeing practitioners to focus on strategic review and judgment.

FIELD AGENT

Substantive Testing Agents

Purpose built Field Agents automate end to end testing workflows in financial audits, from validating journal entries to performing substantive test procedures, with an error rate of less than 1% versus manual processes.

FIELD AGENT

Agentic Chat

Context-aware AI agents collaborate with practitioners, grounded in industry standards and your methodology. Interpret evidence and validate decisions in real-time.

Trusted by industry leaders

Higher quality. Faster delivery. Happier clients. Fieldguide helps leading firms raise the bar
 on what clients expect—and what practitioners can deliver.

Alexis Kennedy
“We have witnessed team engagement skyrocket because our staff want to use great technology. Being able to give them software like Fieldguide has helped us think outside the box and gives them the opportunity to be more efficient and achieve higher quality work.”

Alexis Kennedy

Partner, Weaver | #28 on IPA Top 500

Robyn Barton
“Fieldguide has helped us deliver a more consistent, higher-quality experience for our clients by serving as a central source of truth for client communications, evidence review, and audit documentation. The platform provides structure and visibility that support clearer deliverables, stronger alignment across engagements, and more effective conversations with our clients. We also value Fieldguide’s continued investment in AI capabilities and their long-term commitment to supporting firms that uphold the high standards set by the AICPA and other security and audit authorities.”

Robyn Barton

Shareholder/Partner, LBMC | #35 on IPA Top 500

Mark Hinsen
“We’re extremely pleased with our decision to partner with Fieldguide. They made the onboarding process easy and straightforward, and we believe their AI agents will play an important role in improving efficiency across our financial audits. This should translate into better use of our people’s time, allowing auditors to focus more on judgment, review, and client relationships instead of manual execution.”

Mark Hinsen

Partner-in-Charge of Audit and Assurance, Anders CPA | #72 on IPA Top 500

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“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. Fieldguide AI is truly accelerating our growth and positioning us for sustained success in an ever-evolving, competitive market.”

Avani Desai

CEO, Schellman

SOLUTIONS

One platform, every practice

Fieldguide provides one centralized AI-native platform to automate engagements across every practice area, every methodology, and every engagement type.  Say goodbye to stitched-together point solutions with siloed and disjointed logic.
Fieldguide Products

ROI from day one

Higher quality. Faster delivery. Happier clients. Fieldguide helps leading firms
 raise the bar on what clients expect—and what practitioners can deliver.

70%

Testing automated end-to-end

32%

Reduction in engagement hours

95%

Reduction in manual testing time

PRODUCTS

Grow your business with the Fieldguide AI platform for audit & advisory firms

Fieldguide increases quality, margins, and client satisfaction across all audit and advisory engagements.

Fieldguide Products

Get started with the AI platform for all
your audit & advisory work