Fieldguide

Fieldguide

Fieldguide is an AI-native platform designed for audit and advisory firms to digitize and automate engagement workflows.

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Overview

Fieldguide is an AI-native platform designed for audit and advisory firms to digitize and automate engagement workflows. Its key features include AI agents that instantly review client evidence for completeness, automate up to 70% of testing procedures including validation and summarization, and handle bulk recurring tasks across workpapers. Target users include modern assurance firms and top CPA firms seeking to improve margins and work quality. While the platform is accessible globally as a remote-first solution, specific pricing details are not publicly listed and require direct inquiry.

Key features

  • Automated client evidence review for completeness
  • AI-driven test procedure automation and validation
  • Bulk handling of recurring tasks and walkthroughs

Pricing

Paid

Verified on:

Use cases

  • Reviewing uploaded client documents for missing items
  • Automating financial audit testing procedures
  • Drafting walkthroughs and suggesting test plans

Who it is for

Auditadvisory firms

Integrations

Microsoft ExcelGoogle WorkspaceSlackJiraSalesforce

How we verified this

Company, pricing, and feature details come from the primary sources below and our latest verification pass. When sources disagree, the official source and the most recent check win.

Last verified 09/06/2026Verified sources: 1

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