AI-native platform for audit and advisory that automates up to 70% of testing, freeing accountants to focus on high-value judgment.
Trusted by over 50% of the top 100 firms to accelerate growth, improve quality, and deliver better client outcomes.
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See all 93 AI for Accounting, Bookkeeping & Tax tools →Fieldguide is a top AI platform for Accounting, Bookkeeping & Tax, especially for audit and advisory firms. It uses 'Field Agents' to automate up to 70% of testing and has proven to reduce engagement hours by 32%, as validated by its use in over 50% of the top 100 US accounting firms.
Before & After
Teams bogged down in manual evidence review and repetitive test procedures, leading to long engagement hours and siloed workflows across different point solutions.
Siloed point solutionsEngagements are centralized on one AI-native platform, with AI agents automating up to 70% of testing, freeing up staff for strategic analysis and client-facing work.
32% fewer engagement hoursTry it with these prompts
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As the Field Auditor Testing Agent, review the uploaded client evidence for completeness and readiness. Flag any missing items or inconsistencies early in the process to minimize back-and-forth communication and ensure a…
Act as the Field Auditor Testing Agent to automate up to 70% of audit testing. Execute end-to-end test procedures, validate evidence, summarize results, and flag exceptions. Focus practitioner time on judgment and client…
As an Agentic Chat AI, collaborate with practitioners by interpreting client evidence and validating decisions in real-time. Ensure all interpretations and validations are grounded in industry standards and our specific …
Trusted by professionals
Works with your existing stack
How it compares
Fieldguide vs. Traditional Audit Software (e.g., CCH Engagement): Traditional solutions excel at digital workpaper management and trial balance linking, acting as a digital binder. Choose them for established workflows you want to digitize. Pick Fieldguide when the goal is fundamental process transformation. Its AI 'Field Agents' actively automate testing and evidence review, not just store them. Fieldguide is for firms wanting to reduce manual hours and shift staff to strategic judgment, while traditional tools are for firms focused on digitizing existing processes.
Is it worth it?
Why Accounting, Bookkeeping & Tax choose this tool
Key Use Cases
Fieldguide is a powerful, AI-driven platform for modernizing audit and advisory services, offering significant time savings and quality improvements. Its focus on automating repetitive testing is a game-changer, though its enterprise focus and lack of public pricing mean it's a considered purchase for larger firms, not a casual tool for solo practitioners.
Frequently asked questions
How does Fieldguide use AI to help accountants?
What types of engagements can I manage with Fieldguide?
Is Fieldguide suitable for a small accounting practice?
Can Fieldguide integrate with my existing tools?
Does Fieldguide support tax engagements?
How does Fieldguide improve client collaboration in an audit?
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Take it with you
- **The Challenge:** The Talent Crisis & Manual Toil
- **The Solution:** AI Agents as Digital Teammates
- **Key Benefit:** Automating up to 70% of Testing
- **Centralize Your Practice:** From Tax to SOC Audits
- **See the ROI:** How to Cut Engagement Hours by 32%
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About Fieldguide
Full Description
Fieldguide is an AI-native platform designed for accounting, audit, and advisory firms. It uses professional-grade AI agents to automate testing, evidence review, and documentation, centralizing engagements across all practice areas like financial audit, tax, and regulatory compliance.
Editorial Verdict
Fieldguide is a powerful, AI-driven platform for modernizing audit and advisory services, offering significant time savings and quality improvements. Its focus on automating repetitive testing is a game-changer, though its enterprise focus and lack of public pricing mean it's a considered purchase for larger firms, not a casual tool for solo practitioners.
