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Today we're excited to announce Fieldguide's 2026 Spring Release: a recap of 10+ features and enhancements delivered since January. From our biggest AI Actions upgrade yet to Agent Triggers for fully automated workflows, these updates reflect what engagement teams have been asking for directly.
This release is organized across three areas:
1.) Platform
2.) Field Agents
3.) Fieldguide for Financial Audit
Platform Updates
AI Actions Enhancements: Cross-Sheet Reasoning With Full Transparency
This release delivers the most significant upgrade to AI Actions since its launch. Every AI Action now runs on a multi-step reasoning engine, with the improvements automatically live for all customers and no prompt changes required.
The core additions:
- @mention references let you type @ in any prompt to pull in entire sheets, specific columns, or request columns from across the engagement — no more placeholder guesswork.
- Automatic context gathering pulls in documents, shared columns, and key references attached to each row without manual configuration.
- And a new reasoning panel shows the AI's step-by-step logic, including which sources it consulted and how it arrived at its output.
For auditors reviewing AI-generated content, the reasoning panel matters as much as the accuracy gain. Seeing exactly what the AI looked at and how it reasoned makes the output defensible during review, and builds the kind of trust that makes AI-assisted testing sustainable at scale.
Want the full AI Actions experience? Citations, reasoning traces, and cross-sheet context are available as part of Fieldguide's Advanced package. Reach out to your customer success manager if you’d like to give it a try.
Prompt Library: Department-Level Access
Department-Level Access for the Fieldguide Prompt Library allows firm admins to scope AI Chat prompts to specific departments, so each team sees only the prompts relevant to their practice area. This way, Advisory teams don't see Financial Audit prompts for example, and vice versa.
Prompt cloning and saving from AI Chat support department-level scoping, and tags can also be scoped at the department level.
Sign-off Workflows: Review Ownership, Made Explicit
The most expensive bottleneck in any engagement is the review queue. When reviewers don't know what's ready for their attention, when partners lack visibility into sign-off progress, and when work gets sent back without clear context, engagements stall.
Sign-off Workflows introduce enforceable review sequences with explicit phase ownership, status tracking, and structured send-back capability. You define who reviews, in what order, and the system holds the sequence. Preparers and reviewers always know what action is waiting for them. And partners can track overall progress on the Engagement Dashboard without having to ask.
When exceptions need rework, reviewers can send items back to a specific team member with a task providing context for what changed. Plus, the send-back history is preserved, creating a complete audit trail for quality management purposes.
These workflows are configured at the sheet level and inherit when engagements are cloned or rolled forward.
Sign-off Workflows are currently available in Early Access – reach out to your account manager if you’d like to give them a try.
Bulk Approve AI Content on Sign-Off: Remove the Compliance Bottleneck
Sign-off workflows that include AI-generated content now have a faster path through compliance review. Reviewers can acknowledge all AI-generated cells at the row or sheet level in a single action during sign-off, rather than approving each cell individually.
With Bulk Approve AI Content, reviewers can now acknowledge all AI-generated cells at the row or sheet level in a single action during sign-off. The bulk approval satisfies the compliance acknowledgment while keeping the review process moving.
This enhancement works alongside Sign-off Workflows, so teams can complete structured multi-stage reviews without cell-by-cell AI approval adding time to each stage.
Bulk Approve AI Content for Sign-offs is currently available in Early Access – reach out to your account manager if you’d like to give it a try.
Field Agent Updates
Agent Side-Panel: One Place to See All Agent Activity
As agent runs scale across an engagement, the Side-Panel keeps every result organized and within reach.
Click the Agent Card on any sheet to open a centralized view of every agent run, with live status indicators and clear markers for anything that still needs review. From there, click any entry to jump directly into the testing workspace for that control, with the AI panel open and anchored to the right row
For teams running agents across SOC 2 engagements with 160+ controls, the panel provides the orientation needed to review faster and with more confidence.
Agent Triggers: Automated Execution Based on Real Workflow Events
Agent Triggers enables automated agent execution based on real workflow events. Now, when a client marks a request as submitted or uploads a document, the configured agents execute in the background, no manual action required.
Trigger settings are configured per engagement and support granular conditions, giving firms control over exactly when automation fires.
Agent Trigger Configurations: Self-Serve Control Over Agent Behavior
Agent Trigger Configurations gives firm admins a dedicated settings UI to define which agents run on which sheets and under which conditions, directly in Engagement Settings.
Now, admins can assign multiple agents per trigger and sheet combination, and default configurations carry forward automatically on rollover and clone. Additionally, validation warnings surface duplicate assignments and unassigned pipelines before they cause issues at runtime.
Testing Agent now for PCI + Rollup: End-to-End PCI Testing Automation
Testing Agent now works for PCI and combines document ingestion, relevance checks, and narrative drafting into a single automated flow, generating PCI-ready testing write-ups formatted to PCI standards.
Additionally, the rollup capability lets the agent reason across all rows within a control and produce a consolidated control-level narrative, rather than treating each row in isolation.
Financial Audit Updates
Methodology Versioning and Publishing: Update Methodology Without Losing Work
You can now version, publish, and apply methodology updates across the full engagement lifecycle — from template creation to rollover to live engagements.
What's new:
- Template versioning: Create, publish, and deprecate versions of your engagement templates. Each engagement shows which version it uses, and you can select the right version when creating new ones. No more maintaining multiple copies of the same template.
- Apply updates on rollover: When rolling over an engagement, apply the latest template version while preserving prior-year data.
- Update live engagements: Apply template updates to in-progress engagements without losing work. A banner in engagement settings alerts you when updates are available. Preview changes before applying, and restore to a previous version if needed.
Currently available in early access for Sheets and Workflows, with support for additional entity types coming soon.
Assertion-Level Engagement Scoping: Rules That Match Real-World Financial Audit Logic
Financial Audit scoping at the assertion level requires the ability to express compound logic: a control applies if assertion X AND account Y are in scope, or if assertion Z is in scope regardless of account.
Assertion-Level Engagement Scoping introduces compound rules with AND/OR logic, support for multiple rules per row, and bulk rule creation. The rule builder adapts to real-world financial audit requirements, making it possible to match scoping logic directly in Fieldguide without workarounds.
Financial Statements Editing and Styling: Format Without Unlinking
Report values in Financial Statements are now rendered as content controls, so teams can format freely (bold, indent, adjust spacing, modify fonts) without breaking any trial balance links.
The Update Report button refreshes values from the trial balance between Fieldguide and Word documents, while preserving all formatting changes. No regeneration required.
What's next
Fieldguide’s Spring 2026 release reflects a quarter of focused work on the infrastructure that makes agentic engagement delivery reliable at scale: structured review workflows, self-serve configuration, cross-sheet reasoning, and better methodology management.
The next phase builds on these foundations, with deeper agent capabilities across the full engagement lifecycle, expanded Financial Audit functionality, and continued investment in the core platform.
If you have questions about any of these features or want to explore how they apply to your firm's workflows, reach out to your Fieldguide account team.
Dhruv Dhingra
VP, Product at Fieldguide
