Fieldguide

Fieldguide is an AI-native audit and advisory platform to manage engagements, automate recurring work, and collaborate with clients with AI, documents, reporting, and integrations.

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Fieldguide

Overview

Fieldguide is an AI-native platform for audit and advisory firms. The site positions it as an end-to-end system where practitioners and AI agents work together to manage engagements across audit, advisory, and compliance workflows.

Its core purpose is to streamline recurring work such as evidence review, testing, documentation, reporting, and request management. Fieldguide also emphasizes client collaboration and integrations with common enterprise tools, so firms can keep work connected across systems rather than relying on stitched-together point solutions.

Core capabilities

Field Agents

Fieldguide’s AI agents are presented as digital teammates that handle testing, documentation, evidence review, and other recurring audit work across different methodologies.

Request Analysis

The platform can review uploaded client evidence for completeness and readiness, flagging missing items and inconsistencies before work moves forward.

Automated Testing

Testing agents are described as automating up to 70% of testing by executing end-to-end test procedures, validating evidence, summarizing results, and surfacing exceptions.

Reporting Automation

The platform includes report generation tools that support one-click collaborative reporting so teams can assemble final outputs faster.

Document Management

Document management tools help associate documents with controls and collaborate on evidence without manual downloads, tracking, or renaming.

Request and Client Workflow

Request management and client hub features support client-facing workflows by sending, tracking, and organizing requests in one place.

Common use cases

Financial audit execution
Use Fieldguide to manage financial audit work end to end, including client requests, evidence review, testing, and final reporting in a single workflow.
SOC engagements
Use the platform for SOC readiness and SOC audits, where standardized workflows and evidence handling help teams stay organized across recurring engagements.
Multi-practice advisory work
Apply Fieldguide to risk advisory, regulatory compliance, cybersecurity, privacy, and IT audit work when the team needs structured engagement management across different methodologies.
Client collaboration and requests
Use the client hub and request management tools when firms want a more organized way to collect information from clients and reduce manual follow-up.
Connected workflows
Use the integrations and document tools to connect office files, file-sharing services, and SSO systems so engagement work stays tied to the firm’s existing stack.

Pros and Cons

Pros

Covers the full engagement lifecycle, from scoping and testing to reporting.
Uses AI agents to handle specific audit tasks such as evidence review and testing.
Supports multiple practice areas, including financial audit, SOC, risk advisory, regulatory compliance, cybersecurity, and IT audit.
Includes client-facing workflow tools such as request management and a client hub.
Mentions integrations with SSO, office productivity apps, and common file-sharing tools.

Cons

The collected sources do not publish pricing or packaging details.
The source text does not provide a full public list of integrations, only examples of supported systems and file sources.
The product is clearly aimed at audit and advisory firms, so it is not positioned as a general-purpose business platform.

FAQ

What kind of product is Fieldguide?

Fieldguide is positioned as an AI-native platform for audit and advisory firms. The source pages describe it as an end-to-end platform for engagements, with tools for AI agents, document management, request management, reporting automation, client collaboration, and integrations.

What kinds of engagements does Fieldguide support?

The site says Fieldguide supports financial audit, risk advisory, SOC readiness and audits, regulatory compliance, cybersecurity and privacy, IT audit, and related advisory work.

How does Fieldguide fit into a firm’s workflow?

The product pages describe field agents that can review uploaded evidence, automate parts of testing, generate reports, manage requests, and help with workpaper tasks. The source does not describe self-serve setup details or implementation steps.

What integrations are mentioned on the site?

The integrations page says Fieldguide connects with common productivity and IT tools, including SSO systems such as LDAP, Okta, Azure Active Directory, and SAML, plus file sources like Office 365, Dropbox, Box, and Google Drive. It also mentions Microsoft Word, Excel, and Visio support inside the platform.

Does Fieldguide publish pricing information?

The source material does not include published pricing. The pricing URL in the collected sources returned a 404 page rather than a pricing table or plan details.

Quick Facts

Category: AI-native audit and advisory platform
Primary users: Audit and advisory firms
Source domain: fieldguide.io
Product focus: Engagement management, AI agents, document management, reporting, and client collaboration
Integration examples: LDAP, Okta, Azure Active Directory, SAML, Office 365, Dropbox, Box, Google Drive