Fieldguide Inc. Unclaimed

Empowers CPA and advisory firms to enhance engagement efficiency and client experiences through AI automation.

Streamline your advisory and audit processes with intelligent AI agents.

Streamline engagement management with a visual kanban board for real-time tracking.

Streamline and enhance your engagement management process for better client outcomes.

Gain insights through comprehensive engagement analytics.

Seamlessly integrates with key productivity tools to enhance efficiency.

Enhance client interactions with streamlined collaboration and visibility.

Empowering advisory and audit firms to deliver faster, high-quality engagements.

Enhances internal audits and compliance with advanced solutions.

Ensure compliance and reduce risks with comprehensive cybersecurity and privacy solutions.

Streamline compliance processes across diverse regulations.

Expert Guidance for SOC 1 and SOC 2 Compliance Preparation.

Streamline financial audits to improve accuracy and speed for audit teams.

Streamlines tax processes for faster, more efficient workflows.

Streamline SOC audit processes with comprehensive support for multiple SOC assessments.

Streamlines IT audit processes for better efficiency and compliance.

Large Professional Services Firms

Global audit and advisory firms seeking AI-enabled transformation and scalable engagement workflows.

Regulated Industry Compliance Teams

Enterprises in finance, healthcare, and tech seeking to streamline regulatory and security compliance.

IT Audit Leaders

Enterprises seeking IT controls testing and governance workflow automation.

Financial Audit And Tax Practice Leaders

Audit and tax practices seeking integrated tools for financial reporting and client collaboration.

Capabilities to plan, track, orchestrate, and govern the end-to-end lifecycle of audit and advisory engagements for professional services firms.

Tools and workflows that create audit-ready evidence, automate evidence analysis, maintain granular audit trails, and speed assurance across financial and non-financial reporting.

Capabilities for mapping controls to regulations and standards (SOC, ISO, PCI, CMMC), continuous regulatory watch, evidence collection, and audit/certification readiness.

Capabilities that provide private client portals, asynchronous engagement, activity delivery, and resource sharing to extend care between sessions.

Analytics and insight capabilities that surface performance metrics, risk signals, and data-driven recommendations across engagements.

Fieldguide AI Platform

The Fieldguide AI Platform streamlines the entire engagement lifecycle, automating workflows and enhancing team efficiency for CPA and advisory firms. It supports various audit standards including SOC 2, PCI, and HITRUST, allowing firms to save time and improve client experiences.

• Automate Workflows
  By automating repetitive tasks, the platform allows teams to focus on higher-value work, leading to faster project completions and improved engagement quality.
• Scale AI Practices
  Allows firms to evolve their operations by integrating advanced AI tools into their workflow, ensuring sustained growth and effectiveness in the competitive market.
• Enhance Collaboration
  Improved communication channels ensure that client requests are addressed promptly, resulting in quicker resolutions and stronger client relationships.
• Streamline Engagements
  From initiation to completion, the platform ensures all aspects of engagements are tracked and managed efficiently, leading to improved client satisfaction.
• Leverage AI Insights
  AI-driven analytics help firms identify trends and make informed decisions, enhancing the quality and precision of advisory services.
• Utilize Comprehensive Analytics
  By analyzing results across engagements, firms can identify strengths and areas for improvement, enhancing their overall performance.

Field Agents

Professional-grade AI agents that automate advisory and audit workflows.

• Automate Tasks Efficiently
  Field Agents minimize manual effort, allowing teams to focus on high-value activities, thus enhancing overall productivity.
• Achieve Scalable Solutions
  Equips organizations with the tools necessary to effectively scale AI-enabled services across their business.
• Gain Insightful Analytics
  Utilizes AI to process and analyze data, providing firms with insights that drive efficiency and enhance service delivery.
• Boost Client Engagement
  Improved communication channels and real-time updates elevate client satisfaction and trust during engagements.

Field Board

Field Board is a kanban-style engagement management tool designed for advisory and audit teams to track and manage their work seamlessly.

• Visualize Engagement Status
  Each engagement is represented as a card, allowing teams to move it through various stages of review and approval simply by dragging and dropping.
• Ensure Current Information
  Eliminate the need for manual updates. Engagement statuses are updated automatically, ensuring all team members have access to the latest information at any time.
• Streamline Workflow Management
  Customize the columns to match your specific workflow, ensuring optimal efficiency in review processes.
• Gain In-Depth Visibility
  Each card provides information on who is assigned to the task, current progress, and any waiting actions.
• Customize Engagement Management
  Adapt the tool based on your firm's needs, providing flexibility in how work is managed.

End-to-End Engagement Management

Software for modern advisory & audit firms.

• Streamline Workflows
  Enhance operational efficiency by automating workflows and integrating various processes throughout the engagement lifecycle.
• Enhance Client Engagement
  Improve client relationships and satisfaction by streamlining communication and providing transparency throughout the engagement process.
• Gain Actionable Insights
  Utilize analytics to improve engagement outcomes and enhance overall firm performance through informed decisions.
• Simplify Processes
  Reduce manual work and improve data consistency by integrating existing tools and systems into a unified engagement management framework.

Insights & Analytics

End-to-end engagement analytics.

• Enhance Decision-Making
  Access holistic data analytics covering all aspects of engagements. This feature allows teams to make informed decisions based on comprehensive insights, enabling higher efficiency and improved outcomes.

Integrations

Connect to popular productivity and IT tools.

• Streamlines Workflow Across Systems
  By integrating with key applications, Fieldguide allows teams to automate data transfers and reduce manual entry, significantly improving overall efficiency and collaboration.
• Improves Engagement Quality
  Through integrated tools, Fieldguide promotes transparency and streamlined communication, leading to stronger client relationships and better service delivery.
• Automates Time-Consuming Processes
  AI-driven features enable quicker access to information and facilitate improved decision-making, thus enhancing productivity across teams.

Client Hub

Deliver a modern client experience.

• Facilitates Client Collaboration
  The Client Hub offers a centralized platform where clients can easily interact with their engagement teams, providing transparency and instant access to relevant information. This modern portal enhances client satisfaction by reducing communication barriers and fostering proactive collaboration.
• Provides Real-Time Updates
  Clients can monitor the progress of their engagements with real-time updates, allowing them to stay informed and engaged throughout the entire process. This visibility enhances trust and ensures that clients feel involved and valued.

Fieldguide Solutions

Solutions for the Firm of the Future.

• Ensures Regulatory Adherence
  Supports firms in maintaining compliance with critical regulations and standards to avoid penalties and enhance reputation.
• Enhances Security Compliance
  Ensures compliance with key cybersecurity standards to protect sensitive data and build client trust.
• Streamlines Financial Processes
  Facilitates efficient financial audits, providing clear insights and accurate reporting for stakeholders.
• Mitigates Business Risks
  Identifies and addresses potential risks to help firms enhance their operational resilience.
• Validates System Controls
  Provides assurance to clients about the effectiveness of controls relevant to the services provided.
• Strengthens IT Governance
  Evaluates and improves IT controls and compliance, mitigating risks associated with technology reliance.
• Prepares for SOC Assessments
  Guides firms in preparing and passing SOC examinations to build client trust and confidence.
• Streamlines Tax Processes
  Facilitates easier tax preparation and reporting through efficient and integrated workflows.

Risk Advisory

Internal audits, SOC, ESG, and more.

• Streamline Internal Auditing
  Facilitates rigorous internal audits to help firms meet compliance requirements and improve operational efficiency.
• Achieve SOC Compliance
  Eases the compliance process with automated solutions and advisory support, ensuring thorough SOC assessments.
• Conduct ESG Assessments
  Offers comprehensive frameworks for evaluating ESG factors, enabling clients to enhance sustainability and responsibility.

Cybersecurity & Privacy

HITRUST, PCI DSS v4.0, CMMC, and more.

• Achieve Compliance Fast
  Utilize our solutions to quickly align with essential cybersecurity and privacy regulations, enhancing operational security.
• Identify Vulnerabilities Proactively
  Perform regular assessments to uncover and address security vulnerabilities before they become critical.
• Simplify Compliance Workflows
  Streamline compliance processes with tailored support, reducing the burden on your teams.

Regulatory Compliance

SOX, HIPAA, FFIEC, and more.

• Achieve Compliance Effortlessly
  By providing tools that cater to multiple compliance frameworks, organizations can efficiently navigate complex regulatory environments and reduce potential liabilities.
• Improve Audit Readiness
  Our platform equips firms with necessary measures to prepare for and succeed in SOC assessments, thereby improving client trust and service reliability.

SOC Readiness

SOC readiness review and advisory. Help ensure your organization is prepared for SOC 1 and SOC 2 assessments by leveraging expert guidance and frameworks tailored for compliance.

• Enhances Compliance Readiness
  With a dedicated SOC readiness review, organizations receive tailored guidance and frameworks that simplify compliance, ensuring no critical steps are overlooked during assessments.
• Streamlines Assessment Processes
  Through structured assessments, organizations can identify areas of improvement and readiness, leading to smoother compliance transitions and better audit outcomes.

Financial Audit

Fieldguide's Financial Audit solution integrates trial balances, financial statements, and additional reporting tools to enhance audit efficiency and accuracy.

• Automate Tasks.
  Utilize automation to streamline repetitive tasks, allowing auditors to focus on high-value work and reducing overall engagement time.
• Accelerate Reporting.
  Quickly generate comprehensive financial statements that comply with relevant standards, saving time and reducing errors.
• Enhance Efficiency.
  Manage trial balances seamlessly, reducing manual data handling and enhancing the accuracy of financial audits.
• Utilize Data Insights.
  Access real-time analytics to enhance decision-making during audits, improving overall audit quality and outcomes.
• Improve Teamwork.
  Facilitate better communication and collaboration for audit teams, ensuring all members are aligned throughout the engagement.

Tax

Tax exports, shared binders, linked trial balances.

• Streamline Tax Processes
  Facilitates the creation of tax exports and shared binders, linking trial balances to ensure a cohesive workflow during tax preparation.
• Validate Data Instantly
  Allows teams to catch errors and inconsistencies in real-time, reducing the time spent on revisions and improving accuracy in tax documentation.
• Leverage AI for Efficiency
  Utilizes AI to streamline processes and provide recommendations, allowing firms to focus on more strategic tasks rather than manual data entry.
• Enhance Client Communication
  Enables secure and efficient communication between firms and clients, leading to improved engagement and satisfaction.

SOC Audit

SOC 1, SOC 2, SOC for Cybersecurity, and more.

• Enhance Audit Efficiency
  Empower your audit processes with complete support for all SOC assessments, ensuring thorough compliance and quality.
• Ensure Compliance Preparedness
  Conduct readiness assessments to ensure your organization is fully prepared for SOC evaluations, minimizing risks and enhancing compliance.

IT Audit

IT general controls and internal audits. Designed for audit and advisory firms, it integrates workflows to enhance efficiency and reduce burnout.

• Improve Audit Accuracy
  Enhances the accuracy of internal audits by utilizing automated workflows and data analysis, ensuring comprehensive oversight.
• Ensure IT Compliance
  Implement robust IT general controls to comply with regulations and standards, minimizing risks associated with IT governance.
• Enhance Workflow Efficiency
  Integrates with existing software solutions to streamline processes, reduce redundancy, and improve team collaboration.
• Boost Client Engagement
  Improves engagement through real-time collaboration features, ensuring better communication and client satisfaction.