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Fieldguide for Financial Audit

Reimagine financial audits with an end-to-end AI platform powered by
 professional-grade AI agents and domain-specific AI chat—delivering unmatched efficiency, quality, and client experience.

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Unify, automate, and grow
your audit practice

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Unify your end-to-end audit workflow on one platform

One platform for your team, your clients, and every stage of the audit.

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Automate tasks with AI purpose-built for auditors

Fieldguide AI automates key workflows, so auditors can focus on delivering expertise and client value.

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Maximize margins and growth with actionable insights

Optimize capacity, save time, and stay ahead of risks with trusted, data-driven insights.

"The Fieldguide team is focused on delivering practical AI features that genuinely improve our workflow and create time savings."
Haley_Legg_CCK_Profile

Haley​​​​ Legg

Audit & Assurance Division Leader

Purpose-built AI that understands
the rigor of audit

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.

Professional-Grade Agents
Professional-Grade Agents

Field Agents execute workflows end-to-end, cutting manual effort into minutes, while preserving quality, control, and trust.

Domain-Specific AI Chat
Domain-Specific AI Chat

Ask questions or delegate tasks in natural language to Fieldguide’s AI Chat that is tuned not just to audit, but your firm and your engagements.

Set the new standard for financial audits

Transform how your firm works by amplifying your auditor’s expertise with professional-grade AI.

Boost efficiency with easy-to-use, AI-driven trial balance management

Fieldguide’s intuitive trial balance workflow brings together everything you need to analyze accounts and make adjustments using our dynamic Sheets experience.

Manage trial balances effortlessly across any audit

Easily import and consolidate trial balances, assess accounts, and record adjustments in an integrated, dynamic trial balance experience.

Drive standardization with AI-powered trial balance mapping

Trial balance data is automatically mapped to your firm’s chart of accounts, enabling automated financial statement and lead schedule production.

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Uphold your firm’s standards with your preferred audit methodology

Run any methodology to deliver the highest standard of work across industries and audit types.

Apply any audit methodology

Leverage trusted audit methodologies or apply your firm's custom methodology to meet your unique audit requirements.

Ensure consistent quality with AI-powered guidance

Fieldguide’s professional-grade AI integrates and applies your firm’s methodology to automate tasks with precision and provides reliable step-by-step guidance throughout the audit.

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Enhance audit effectiveness with AI-guided risk assessments

Leverage AI to perform faster, more accurate risk assessments and scoping, enabling more effective audits that boost your margins.

Analyze accounts more effectively

Fieldguide’s professional-grade AI helps auditors perform thorough risk assessments faster by automatically reviewing client documents, analyzing account movements, and suggesting rationales and next steps.

Human-in-the-loop workflows that keep auditors in control

Auditors are always prompted to review AI outputs and recommendations using their professional judgment, ensuring they remain in full control.

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Deliver high-quality financial statements without the hassle

Fieldguide’s financial statement production suite streamlines reporting, from lead schedules to financial statements and disclosures.

Streamline financial statement production

Accelerate financial statement production using out-of-the-box templates or create custom templates for client-specific needs, all within the Fieldguide platform.

Collaborate in real time

Seamlessly collaborate with team members and clients on financial statements in real time, without the hassle of version control issues or outdated information.

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Elevate the client experience with AI-powered requests and real-time collaboration

Fieldguide’s Client Hub makes it easy and frictionless for clients to submit requests and collaborate with auditors in real time.

Perform quality checks quickly

Use AI Chat to perform quality checks on client requests to ensure all requirements are met, preventing time-consuming back-and-forth.

Collaborate seamlessly in real time with clients

Work together with clients directly within documents, enabling real-time feedback, eliminating delays, and reducing back-and-forth communication.

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Seamlessly connect audit and tax workflows

With Tax Export, Audit teams can easily export trial balances in a standardized format, giving Tax teams a reliable starting point for their preparation workflow.

Streamline handoffs with structured exports

Export audit trial balances in a standardized format that tax teams can immediately code and import into prep tools like UltraTax, GoSystem Tax, and CCH Axcess Tax—saving hours of manual rekeying, lowering risks, and speeding up collaboration.

Deliver faster, more accurate client outcomes

Consistent exports ensure audit and tax teams work from the same reliable data source, reducing errors and turnaround time for faster, better client delivery.

Tax Export