Fieldguide

What is Fieldguide?

Fieldguide is a modern engagement automation platform designed specifically for audit and advisory firms. It consolidates the entire engagement lifecycle-from planning and testing to reporting and client collaboration-into a single cloud-based system. By automating routine tasks and integrating firm-specific methodologies, Fieldguide enhances productivity, reduces errors, and improves client satisfaction. Trusted by top 500 firms, it supports diverse engagements such as SOC, SOX, internal audits, and compliance assessments, enabling firms to increase margins and scale efficiently.

Key Features

• Engagement Lifecycle Automation

  Streamlines all phases of engagements including scoping, testing, and reporting, reducing manual work and accelerating delivery.

• AI-Enhanced Workflow Agents

  Automates multi-step audit and advisory workflows with AI agents that perform test procedures, annotate documents, and sample evidence.

• Real-Time Collaboration and Reporting

  Facilitates instant report generation and seamless collaboration among team members and clients, improving turnaround times.

• Centralized Document and Request Management

  Simplifies document handling by automatically associating files with controls and streamlines client requests through an integrated portal.

• Advanced Analytics and Insights

  Provides actionable analytics to identify bottlenecks, optimize resource allocation, and enhance engagement margins.

Use Cases

• Audit and Compliance Management : Supports SOC, SOX, PCI DSS, HIPAA, and other regulatory audits with tailored workflows and documentation tools.
• Advisory Services : Enables advisory firms to manage risk assessments, internal audits, and compliance engagements efficiently.
• Client Collaboration : Improves client interactions with a modern portal for submitting and tracking requests, enhancing satisfaction and responsiveness.
• Team Productivity Enhancement : Reduces time spent on routine tasks, allowing auditors and advisors to focus on analysis and strategic decision-making.

FAQs