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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.”
Avani Desai
CEO, Schellman
Fieldguide enables people and AI agents to work together—professionals apply judgment and experience,
Field Agents delivers consistency and efficiency. The result is more capacity, higher quality, and ongoing growth.
Shrink workflows from hours to seconds and free teams to focus on what matters, client relationships and impact.
Agents are tailored to your firm’s methodology and best practices, ensuring consistency and quality across every engagement.
Every result is transparent and traceable, enhancing quality and reinforcing trust with every client.
Field Agents transform the entire engagement lifecycle, aligning to your firm’s methodology and expertise to deliver consistency,
quality, and trust at scale—so firms grow without losing what makes them trusted.
Request Agent reviews client submissions for completeness and accuracy the moment they’re uploaded – ensuring every request is ready for testing eliminating unneccessary back and forth.
Quickly confirm what’s received, what’s missing, and what’s ready for review.
Provide clear, structured feedback to clients backed by your firm’s methodology.
Move forward to testing only when every document has been reviewed, validated, and tied to its request.
Testing Agent automates up to 70% of your testing in seconds – validating evidence, summarizing results, and highlighting exceptions so you can focus on professional judgment.
Every test is documented and traceable back to its source.
Routine procedures are automated; expertise is reserved for review.
Works within your templates, terminology, and testing approach.
Annotator Agent cites, annotates, and surfaces precise insights directly within workpapers, creating a transparent link between control, test, and source.
Automatically identifies the most relevant excerpts from complex documents.
Every annotation includes context and explanation, building trust in each link.
Maintains firm-standard documentation across every engagement.
Bulk Action Agent handles recurring tasks in bulk across entire workpapers. From drafting walkthrough, identifying risks, or suggesting test plans – we help practitioners focus on strategic review and judgment.
Complete routine workflows across multiple workpapers in one action.
Apply standardized approaches to ensure consistent execution firm-wide.
Shift practitioner time to focus on edge cases, client-specific nuances, and areas requiring expert judgment.
Fieldguide’s AI Chat is domain-tuned for audit and advisory, understands your engagement context,
and works inside your workflow to deliver insights you can trust.
Built by practitioners and trained on the largest corpus of engagement data, Fieldguide’s AI Chat speaks your language, understands your work, and delivers insights grounded in your standards and methodologies.
Unlike generic AI tools, Fieldguide’s AI Chat understands end-to-end engagement context, interprets your firm’s unique approach, and ensures every output is accurate, reliable, and consistent across every engagement.
Seamlessly embedded in your workflow, Fieldguide’s AI Chat accelerates your work with AI-powered suggestions that drive quality, efficiency, and consistency, helping your team deliver accurate results faster.
Empower your practitioners to work smarter with intelligence that surfaces insights and recommendations, so every decision is backed with context and clarity.
Get clarity quickly with AI Chat that speaks your firm’s language – helping practitioners interpret and validate client data in seconds.
Get immediate answers from requests, workpapers, or supporting docs.
Receive structured, defensible insights tailored to your firm’s methodology.
Every response reflects your audit terminology and firm-specific approach.
Context-aware AI helps your workpapers meet the mark, identifying missing evidence and potential control gaps before review.
AI surfaces relevant suggestions as you work.
Insights are drawn from your specific test steps, controls, and prior work.
Catch issues early and standardize quality across every engagement.
Surface trends, anomalies, and completeness checks within Fieldguide Sheets, in real time.
Ask natural-language questions about test progress, evidence coverage, or issues.
Identify risk trends or exceptions across engagements instantly.
Use data-driven insights to refine engagement quality over time.
With the AI Prompt Library, save your most trusted prompts once and reuse them across each and every engagement.
Store your trusted prompts, and deploy them consistently across all engagements.
Ensure firm-aligned reasoning and recommendations across each and every engagement .
Use prompts to guide junior team members and scale seasoned expertise.
