Fieldguide
AI-native platform for audit and advisory that automates engagement workflows for CPA firms to increase margins, efficiency, and client satisfaction.
Where Fieldguide ranks
Current edition · updated Oct 20, 2026About Fieldguide
AI-native platform for audit and advisory that automates engagement workflows for CPA firms to increase margins, efficiency, and client satisfaction.
Products
AI-native platform for audit and advisory where practitioners and AI agents work together, automating engagement workflows end-to-end.
End-to-end engagement management software for modern advisory and audit firms, streamlining the entire engagement lifecycle from scoping and testing to final report.
Kanban-style engagement management for advisory and audit firms.
Professional-grade AI agents that automate testing, documentation, and evidence review end-to-end across engagement types and methodologies.
End-to-end engagement analytics with actionable performance insights and one-click reporting for firm leaders.
Connect to popular productivity and IT tools.
Deliver a modern digital client experience with an intuitive hub that guides clients from request to report, keeping them aligned with engagement teams.
What customers say
“Fieldguide AI has completely transformed the way we deliver services at Schellman, and the launch of Field Agents is a game-changer for the CPA profession. Fieldguide AI is truly accelerating our growth and positioning us for sustained success in an ever-evolving, competitive market.”
“Collaborating with Fieldguide is part of our strategy to build the next generation of professional services, a future where humans manage AI agents to deliver cutting edge insights and a new, differentiated experience for our clients.”
“Fieldguide is a key part of how we’re evolving our delivery model. By embedding AI into engagements in a controlled, practical way, we aim to enhance consistency and quality while helping enable our teams to focus more deeply on insight and client value.”
Security and compliance
As reported by Fieldguide. Ask for audit reports before you buy.
- SOC 2 Type IICompliant
- ISO/IEC 42001Certified
- ISO/IEC 27001Compliant
- Encryption in transit (SHA-2/AES-128)
- Encryption at rest (AES-256 on AWS)
- Multi-factor authentication
- Least-privilege access management
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