Fieldguide

AI Agents · Free tier

Fieldguide is an innovative platform designed to modernize audit and advisory services. By leveraging artificial intelligence, Fieldguide aims to streamline processes, enhance client engagement, and optimize overall efficiency for audit and advisory firms. Whether dealing with risk advisory, compliance audits, or financial audits, Fieldguide offers a comprehensive suite of tools tailored to the evolving needs of today's professionals.

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Pricing

Custom Pricing Model: Fieldguide offers tailored pricing based on the firm's specific needs and scale.

Features

AI-Powered Analytics: Utilizes advanced AI to deliver end-to-end engagement analytics, providing deep insights and improving decision-making.
Document Management: Provides enterprise-grade workpaper management and automation, facilitating efficient document handling.
Client Engagement Hub: A modern portal designed to enhance client interactions and overall satisfaction.
Request Management: Automates and simplifies client requests, making the process more streamlined and efficient.
Reporting Automation: Enables one-click generation of collaborative reports, reducing manual effort and saving time.

Use cases

Top 500 Audit and Advisory Firms: Leveraging Fieldguide to enhance operational efficiency and client servicing.
Risk Advisory Services: Utilizing the platform for streamlined risk assessments and audits.
Compliance Officers: Using Fieldguide for regulatory compliance, including SOX and HIPAA.
IT Auditors: Employing the platform for IT general controls and internal audits.
Uncommon Use Cases: Academic institutions use Fieldguide for practical audit and advisory training; freelance consultants manage multiple client engagements efficiently with the platform.