What is Fieldguide?
The Fieldguide AI Platform for Advisory & Audit Firms is a game-changer for modern advisory and audit practices. It’s designed to save time, boost margins, and enhance client satisfaction through cutting-edge automation and AI-powered tools.
What are the features of Fieldguide?
- Fieldguide AI: Award-winning AI built specifically for advisory and audit tasks.
- Document Management: Enterprise-grade workpaper management for seamless collaboration.
- Engagement Hub: End-to-end engagement management to streamline workflows.
- Request Management: Automated, client-friendly request handling.
- Reporting Automation: One-click report generation for high-quality outputs.
- Client Hub: A modern experience that clients will love.
What are the use cases of Fieldguide?
- Risk Advisory: Streamline internal audits, SOC, ESG, and more.
- Cybersecurity & Privacy: Efficiently handle HITRUST, PCI DSS, and CMMC standards.
- Regulatory Compliance: Simplify SOX, HIPAA, and FFIEC compliance.
- SOC Readiness & Audits: Optimize SOC 1 and SOC 2 assessments.
- Financial Audit: Manage trial balances and financial statements with ease.
- IT Audit: Handle IT general controls and internal audits efficiently.
How to use Fieldguide?
- Sign Up: Request a demo to get started.
- Explore Features: Take a 5-minute product tour to understand key capabilities.
- Integrate: Connect with popular productivity and IT tools.
- Engage: Use the Engagement Hub to manage end-to-end processes.
- Automate: Leverage AI for drafting test procedures and generating reports.






