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Fieldguide’s AI Platform for Advisory and Audit Firms Named “2024 Best New Product” by AccountingToday

San Francisco, CA — February 13, 2024. Fieldguide, the pioneering leader in Vertical AI solutions for advisory and audit firms, today announced it has been named to the prestigious AccountingToday “Best New Products” list for 2024. With this latest innovation in AI technology, Fieldguide continues to define the future of the CPA profession. In 2023, Fieldguide launched the world's first AI purpose-built to help  advisory and audit firms thrive amidst the CPA industry’s growing talent shortage. Fieldguide’s new, firm-centric AI is capable of being highly tailored to a firm's unique methodologies, workflows, and policies. Top 100 firms that have implemented Fieldguide AI have established a competitive differentiator with clients as well as recruitment and retention efforts, and experienced higher margins per engagement.

Scott Woznicki, Managing Director, IT Risk & Assurance / Shareholder, CBIZ MHM, LLC, commented: "Fieldguide has transformed the way CBIZ works, making our processes more efficient and consistent. With the latest release of Fieldguide AI, we’re seeing benefits across the board, at all practitioner levels. It’s easier for our teams to tackle complex engagements with confidence, delivering a level of quality that sets us apart in the industry."

Jin Chang, CEO of Fieldguide, stated: "We are proud and humbled to be acknowledged by AccountingToday as “Best New Product,” particularly for our efforts around AI. At Fieldguide, we are dedicated to advancing the CPA profession through cutting-edge AI solutions. Our new, bespoke AI capabilities are the result of our team’s tireless innovation, enabling advisory and audit firms to unlock their full potential. We are thrilled to see CPA firms achieve higher margins, enhance quality, and deliver truly modern client experiences, while establishing themselves as industry leaders with Fieldguide AI enabling their competitive edge.”

Key highlights of the new Fieldguide AI, include:

  • Custom AI Actions empower firms to create firm-specific actions for tasks and activities across the engagement lifecycle. For instance, staff members can utilize AI to automatically identify organizational risks, draft recommendations for any exceptions noted during an audit, or perform data validation across multiple sets of data. This not only streamlines engagement work but also ensures a higher level of quality, regardless of who is performing the work.
  • Personalized Test Plans enable practitioners to leverage AI to automatically generate test procedures that align with the firm's specific language and methodologies. For firms that outsource portions of their engagements, they can ensure that any test plan uses the appropriate language and terminology, eliminating potential miscommunications with clients and enhancing the overall client experience.
  • With AI Document Copilot, practitioners can effortlessly analyze client documents in natural language, to determine if they meet specific conditions and identify and resolve any potential issues. This means that practitioners can, for example, inquire whether a document complies with password policy requirements and, if not, receive guidance on how to advise clients on improvement areas.

About Fieldguide

Fieldguide’s AI Platform for Advisory and Audit firms helps firms manage the entire engagement lifecycle for any engagement, including SOC, HIPAA, PCI, HITRUST, ISO, NIST, SOX, and dozens more. For multiple years in a row, Fieldguide has been recognized for Accounting Today’s Top New Products Award and the CPA Practice Advisor’s Technology Innovation Award. Fieldguide is an AI company for Advisory and Audit firms, backed by top Silicon Valley venture capital funds, such as 8VC, Y Combinator, Floodgate, and many more.

To learn more about Fieldguide AI, visit https://www.fieldguide.io.

Angela Goldberg

Head of Corporate Marketing

Results-oriented, business-to-business marketing professional with 25 years of experience developing and executing strategic, integrated marketing plans that drive revenue, increase demand, and enhance brand equity.


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