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In today’s rapidly evolving audit landscape, firms are under immense pressure, from navigating complex regulations and talent shortages to meeting rising client expectations. In our recent webinar, “Transform Your End-to-End Audit Workflow with AI,” we explored how Fieldguide’s AI platform helps firms unify their end-to-end audit workflow and unlock new levels of quality, efficiency, and growth through purpose-built AI and intelligent insights.
Whether you joined us live or are catching up now, here are the key takeaways from the session.
The State of the Audit Industry: A Call for Transformation
From talent shortages and rising client expectations to outdated tools and inefficient processes, the audit landscape is becoming increasingly difficult to navigate. Demand for CPA services continues to climb, yet the supply of qualified professionals is shrinking, putting immense strain on existing teams. At the same time, legacy systems aren’t keeping pace with modern needs, holding firms back from capturing new growth opportunities and delivering the quality, speed, and insight clients now expect.
At Fieldguide, we believe that transformation begins with amplifying practitioners’ talent with technology. Firms that embrace an end-to-end AI platform will be best equipped to meet today’s challenges and lead the profession into the future.
The Fieldguide Difference: A Purpose-Built, End-to-End AI Platform
Joe Grilli, Head of Audit Product at Fieldguide, highlighted how our platform is fundamentally different from traditional audit tools. Unlike many solutions that piece together disconnected features, Fieldguide was purpose-built from the ground up to be a truly integrated, end-to-end platform. This means firms can manage everything, from methodology and trial balance to client requests, documentation, testing, and reporting, all in one seamless environment.
Rather than forcing firms to conform their audit approach to rigid systems, Fieldguide is methodology-agnostic and highly configurable, supporting popular frameworks while enabling firms to tailor workflows to their unique needs. The platform also enhances collaboration by enabling real-time communication directly within the audit workflow, making it easier for teams and clients to stay aligned and productive throughout the engagement.
Practical AI in Action
During the session, Brian Zinsmeister, Senior Solutions Engineer at Fieldguide, delivered a live product demo showcasing how Field Assist, Fieldguide AI that’s embedded across our platform, can automate and enhance key procedures across every phase of the audit, including:
- Mapping trial balance data to a firm’s chart of accounts to streamline reporting
- Performing preliminary analytics by analyzing account movement and suggesting rationales
- Conducting risk assessments using guidance from the firm’s methodology
- Pre-validating client-provided documents to ensure requirements are met
- Executing audit testing by analyzing client documents and highlighting discrepancies
- Automating final reporting, from lead schedules to financial statements and disclosures
Insights that Power Growth
In addition to purposefully embedded AI across every workflow, another powerful benefit of Fieldguide’s platform is how it enables firms to turn day-to-day activity into actionable intelligence. With Fieldguide Insights, firms gain real-time visibility into key metrics that drive growth, quality, and efficiency. Because all engagement activity is unified within a single platform, firm leaders can quickly identify bottlenecks, monitor client responsiveness, and track budget performance without relying on fragmented data or manual updates.
The platform’s passive time tracking engine automatically captures staff activity, providing a clear picture of team utilization. This helps firms proactively manage resources, rebalance workloads, and identify coaching opportunities for staff. The result is a smarter, more data-driven approach to engagement and practice management that gives firms the clarity and confidence to make informed strategic decisions.
Customer Spotlight: CCK Strategies’ Audit Transformation
We were thrilled to welcome Haley Legg, Audit & Assurance Division Leader at CCK Strategies, to share the impact Fieldguide has had on their practice. With aggressive goals to quadruple revenue, CCK Strategies needed a partner that could scale with them—and they found that in Fieldguide.
Since partnering with Fieldguide, CCK Strategies has seen transformation results:
- Audit hours cut nearly in half, reducing one engagement from 270 to 122 hours
- More strategic, tailored audits, enabled by the platform’s flexibility and personalized support from Fieldguide team
- Increased team focus and productivity through more streamlined, AI-powered workflows
- Better client satisfaction with faster turnaround and fewer back-and-forths
Haley also shared a number of ways they’re using Fieldguide AI to improve both the efficiency and quality of their audits. A standout use case? CCK Strategies uses Fieldguide AI to simplify the review of massive M&A documents, saving time while helping less experienced staff understand complex transactions and quickly find the information they need.
“Fieldguide isn’t just a vendor–they’re a thought partner,” Haley shared. “The AI actually helps junior staff learn and focus, and gives reviewers quick summaries that save tons of time.”
What’s Next: Agentic AI for Financial Audits is Here
The move toward AI-powered audits isn’t just a future vision. It’s happening now. With Fieldguide’s end-to-end AI platform, firms are discovering unprecedented ways to unlock capacity, improve quality, and enhance the client experience at every level.
And we’re excited to continue delivering the latest AI technology to our customers. Join our next webinar to see our latest release in action: Field Agents for Financial Audit, agentic AI purpose-built for automating multi-step audit workflows. Register here.
Ready to see how Fieldguide can help accelerate your growth? Let’s continue the conversation. Schedule a demo today.
Michelle Liang
Product Marketing
I support product marketing at Fieldguide and help others understand how our AI-powered platform can help firms drive higher margins, improve staff retention, and increase client satisfaction.
