Build audit plans
Field Planner uses prior-year files to assess changes and risk, set materiality, and assemble an audit program for team review.
Fieldguide
Paid
Fieldguide helps audit and advisory firms plan engagements, collect client evidence, run tests and prepare workpapers with AI agents for practitioner review.
What is Fieldguide?
Fieldguide is an engagement platform for audit and advisory firms. Teams use it to plan work, collect client evidence, run tests, review workpapers and draft financial statements. Field Agents work across engagement workflows, while practitioners direct them and review outputs at defined checkpoints. Firms can track request progress as clients share requested documents through Fieldguide.
What can Fieldguide do?
Run substantive tests
For financial audit work, Field Orchestrator coordinates agents that analyze a population, calculate samples, link evidence, extract values and evaluate results. Auditors confirm sample parameters and review outputs at major steps.
Review workpapers
Field Reviewer checks completed workpapers for completeness, support and methodology consistency, surfacing open items and exceptions before partner sign-off.
Draft financial statements
Field Financials drafts financial statements and footnotes, ties figures to the trial balance and supporting workpapers, and flags exceptions for practitioner review.
Collect client evidence
Firms can request engagement documents, track client progress, and discuss assignments in comments. Uploaded files can be organized into engagement documents, while requests can be linked to controls, requirements or sample items.
Use Cases
“Financial audit testing”
Audit teams can analyze a population, set sample parameters, gather and link evidence, evaluate results and prepare workpapers, with auditors reviewing the agent's output at each major step.
“Audit planning and risk assessment”
Teams can use prior-year files and engagement information to assess risk and materiality, then prepare a scoped audit program for review before fieldwork.
“Risk and advisory engagements”
Advisory teams can use Field Agents across risk advisory, internal audit and cybersecurity, with agents trained on advisory frameworks and firm methodology.
“Corporate internal audit”
Internal audit teams can coordinate testing, surface risks and open items, and prepare reporting across their audit plan.
“Client evidence collection”
Engagement teams can send document requests, let clients upload evidence in Fieldguide, follow completion progress and link requests to controls or selected sample items.
Frequently Asked Questions
What is Fieldguide used for?
Fieldguide helps audit and advisory teams manage engagements, collect evidence, perform testing, review workpapers and prepare financial statements using AI agents alongside practitioners.
Which teams and engagements does Fieldguide support?
Fieldguide supports audit and advisory practices, including financial audit, risk advisory, internal audit and cybersecurity work. Agents follow the engagement methodology and practitioners review their work.
Do Field Agents make final audit judgments?
Practitioners direct Field Agents and review their results at defined checkpoints. In substantive testing, auditors confirm sample parameters, review outputs and apply professional judgment.
How do client evidence requests work?
A firm can ask clients to upload evidence for an engagement. Clients fulfill requests in Fieldguide, while the firm tracks progress and communicates through comments. Uploaded files can be organized into engagement documents, and requests can be linked to controls, requirements or samples.
How are Fieldguide fees set?
The applicable fees for Fieldguide services are set in the customer’s Order Form. Request a demo to discuss your firm's requirements.
Quick Facts
- Primary users
- Audit and advisory firms, including corporate internal audit teams
- Core workflows
- Engagement planning, evidence collection, testing, workpaper review and financial statement drafting
- Practitioner oversight
- Practitioners direct agents and review outputs at defined checkpoints
- Client collaboration
- Document requests, uploads, comments and progress tracking in Fieldguide
- Working files
- Word, Excel and PDF files can be managed alongside engagements and workpapers
Fieldguide Traffic Analysis
Traffic data is for reference only.
- Domain Rating
- 55
