Skip to main content
gradient-hero-p-1080

The platform designed to transform your engagements


Built by practitioners and trusted by the profession, Fieldguide scales your expertise with powerful agentic AI to automate complex work with precision, accuracy, and rigor.

cbiz-logo
CRI - Edited-p-500
Wipfli
ce_wa-logo-
logo@2x 1
weaver-logo
lbmc-logo
berryDunn
aprio-logo
HBK Logo
cbiz-logo
CRI - Edited-p-500
Wipfli
ce_wa-logo-
logo@2x 1
weaver-logo
lbmc-logo
BerryDunn
aprio-logo
HBK Logo
“Software for accounting firms is notoriously outdated, slow, and hard to use. Fieldguide is different – itʼs a more streamlined, cloud-first approach.”
Kate-Williams

Kate Williams

Partner, Maxwell Locke & Ritter

A Single Platform for Audit & Advisory

Fieldguide Agentic AI

Fieldguide AI

Fieldguide Agentic AI

Built By Practitioners, For Practitioners

With Professional-Grade Agents and domain-specific AI Chat, firms unlock a new era of productivity and growth. Transform how your firm operates to grow faster, improve quality, and elevate the client experience.

Full Engagement Management

Engagement Hub

Full Engagement Management

Efficiency From Start to Finish

Streamline and automate the entire lifecycle of any engagement - from scoping and testing to final report - increasing speed, quality and client satisfaction.

Reporting Automation

Reporting Automation

Reporting Automation

Rapid Reporting  

Generate final reports in a click, and collaborate with colleagues and clients to gather the right data, garner clearer insights, and deliver faster results.

Document Management

Document Management

Document Management

Smart Document Management

Automatically associate documents with controls and collaborate on evidence without manual downloads, tracking, or renaming

Request Management

Request Management

Request Management

Effortless Request Workflows

With Request Analysis Agent, seamlessly send, track and manage client requests through an automated platform your team and clients will love.

Client Hub

product-6

Client Hub

Seamless Client Portal

Give clients an intuitive portal that guides them from request to report, keeping them aligned with your team.

schellman_iso42001_seal_white_CMYK_300dpi_png

Enterprise-Grade Cloud Security

Security is built into Fieldguide. ISO 42001 Certified, aligned with ISO/IEC 27001 and the EU AI Act, and SOC 2 Type 2 compliant for reliability and enterprise-grade protection.