Fieldguide

What Fieldguide does

Fieldguide is a leading AI-native platform designed to transform how audit, advisory, and assurance work is conducted. Purpose-built for regulated environments, it integrates professionals with agentic AI to modernize engagement delivery from planning through close. The platform enables audit and advisory practitioners to deliver higher-quality work, strengthen client experiences, and unlock growth. It provides an end-to-end solution where practitioners and AI agents collaborate, automating workflows across various practice areas, methodologies, and engagement types. Fieldguide aims to increase trust in commerce and capital markets by amplifying the assurance and advisory engagement experience for practices and their clients through automated workflows, collaborative experiences, and intuitive interfaces.

Products

• Field AgentsProfessional-grade AI agents that execute complex workflows with precision and traceability, using chosen methodologies. They automate testing, documentation, and evidence review across various practice areas, methodologies, and engagement types.
• Field AuditorA Field Agent that instantly reviews uploaded client evidence for completeness and readiness, flags missing items and inconsistencies, and automates up to 70% of testing by executing end-to-end test procedures, validating evidence, summarizing results, and flagging exceptions. Includes Request Agent and Testing Agent functionalities.
• Request AgentPart of Field Auditor, it instantly reviews uploaded client evidence for completeness and readiness, flagging missing items and inconsistencies early to reduce back-and-forth.
• Testing AgentPart of Field Auditor, it automates up to 70% of testing by executing end-to-end test procedures—validating evidence, summarizing results, and flagging exceptions.
• Substantive Testing AgentsPurpose-built Field Agents that automate end-to-end testing workflows in financial audits, from validating journal entries to performing substantive test procedures, with an error rate of less than 1% versus manual processes.
• Field OrchestratorCoordinates multi-agent workflows by reading engagement context, generating a multi-step plan, delegating execution across Field Agents, and intelligently pausing for human review. It coordinates the full testing workflow from population analysis through documentation.
• AI AssistProvides domain-specific AI support with Agentic Chat and AI Actions, offering on-demand assistance grounded in industry standards and firm methodologies.
• Agentic ChatContext-aware AI agents that collaborate with practitioners, grounded in industry standards and firm methodology. It interprets evidence and validates decisions in real-time.
• AI ActionsHandles recurring tasks in bulk across entire workpapers, such as drafting walkthroughs and suggesting test plans.
• Full Engagement ManagementStreamlines and automates the entire lifecycle of any engagement, from scoping and testing to final report.
• Reporting AutomationGenerates final reports with a single click and facilitates collaboration for data gathering, insights, and faster results.
• Document ManagementAutomatically associates documents with controls and enables collaboration on evidence without manual downloads, tracking, or renaming.
• Request ManagementSeamlessly sends, tracks, and manages client requests through an automated platform, powered by the Request Analysis Agent.
• Client HubProvides clients with an intuitive hub that guides them from request to report, ensuring alignment with the team.
• Field BoardA dynamic, Kanban-style hub for running engagements end-to-end, organizing controls, tests, and actions by workflow status. It allows practitioners to assign work, trigger Field Agents, review output, and advance items through the workflow from a single board.

Key capabilities

• AI-native platform
• Agentic AI
• End-to-end platform for audit and advisory
• Professional-grade AI Agents for testing, documentation, and evidence review
• Automated testing (up to 70%)
• Real-time collaboration
• Context-aware AI agents (Agentic Chat)
• AI Actions for bulk recurring tasks
• Full engagement management (scoping to final report)
• Reporting automation (one-click report generation)
• Smart document management
• Effortless request workflows (Request Analysis Agent)
• Seamless Client Hub
• Field Board for engagement management (Kanban-style)
• Domain-specific AI chat
• Configurable risk control libraries
• Pre-built templates for 30+ risk advisory frameworks
• Support for custom templates
• Encryption in transit and at rest (SHA-2 certificates, AES-256)
• Secure data architecture (leader-follower databases, automatic failover)
• Multi-factor authentication
• Internal security programs (Access Management, Asset Management, Risk Management, Vendor Management)
• High availability architecture (99.9% uptime SLA)
• Continuous monitoring
• Business continuity playbooks
• Incident management
• Change management
• Secure SDLC

Use cases

• Financial Audit (full audit, from client requests to financial statements)
• Risk Advisory (SOC, ESG, advisory practice management)
• SOC Readiness & Audits (all types of SOC audits, including SOC 1, 2, Cybersecurity, Supply Chain)
• IT Audit (IT general controls, internal IT audits, IT certifications)
• Internal Audits
• SOX Compliance
• Environmental, Social, and Governance (ESG) engagements
• Cybersecurity & Privacy (HITRUST, PCI DSS, HIPAA, ISO 27001, CMMC, GDPR, StateRAMP, GLBA)
• Regulatory Compliance (international, federal, and state regulations)
• Client evidence review and readiness flagging
• Automating testing procedures
• Summarizing test results and flagging exceptions
• Validating journal entries and performing substantive test procedures
• Interpreting evidence and validating decisions
• Drafting walkthroughs and suggesting test plans
• Streamlining engagement lifecycle (scoping, testing, reporting)
• Generating final reports
• Associating documents with controls
• Managing client requests
• Tracking engagement progress and status
• Managing risk and control libraries
• Conducting readiness assessments for compliance standards

AI approach

Fieldguide is an AI-native platform that uses proprietary AI Agents (Field Agents) to automate audit, advisory, and assurance workflows. These agents perform tasks like evidence review, testing, documentation, and flagging exceptions. The platform also includes AI Assist for context-aware chat and bulk task handling. The AI is described as domain-specific, built by practitioners, and trained on a large corpus of engagement data, ensuring it is grounded in industry standards and methodologies.

Tech named: AI Agents, Field Agents, Field Auditor, Request Agent, Testing Agent, Substantive Testing Agents, AI Assist, Agentic Chat, AI Actions, Field Orchestrator

Industries served

• Software Development
• Audit
• Advisory
• Assurance
• Accounting

What it says sets it apart

• AI-native platform specifically for audit and advisory
• Agentic AI that acts as digital teammates, not just copilots
• Professional-grade AI Agents that deploy judgment and expertise at scale
• Automates up to 70% of testing with less than 1% error rate compared to manual processes
• End-to-end platform for every practice area, methodology, and engagement type, replacing stitched-together point solutions
• Context-aware and domain-specific AI agents grounded in industry standards and firm methodology
• Focus on freeing practitioners for judgment, strategic review, and client relationships
• Robust security and compliance practices (encryption, MFA, secure architecture, internal programs, SLA)
• Comprehensive engagement management from planning through close
• Ability to scale practice and attract more clients
• Proven track record with 50% of top 100 firms trusting the platform

Funding rounds we track

From the AI funding tracker — rounds as reported by the linked publications.