Fieldguide

Fieldguide is a digital platform focusing on audit and advisory workflows, utilizing artificial intelligence to enhance productivity and data management. It delivers a comprehensive suite of tools that improve how audit and advisory teams collaborate and manage client relationships. The platform’s features address complex tasks like analytics, document control, report automation, and client request handling.

This system allows firms to drive efficiency by automating repetitive processes and centralizing documentation, making it quicker and easier to retrieve information and produce necessary reports. The AI-powered analytics engine provides actionable insights, helping audit professionals make informed decisions more rapidly.

Users also benefit from a modern client engagement portal that simplifies communication and elevates client satisfaction, ensuring smoother audit cycles and better client retention. The flexibility of Fieldguide allows it to scale, adapting to a wide range of organization sizes and different types of audit engagements.

Fieldguide is especially suited for audit, risk, and compliance professionals working within advisory firms or corporate audit departments. It is valuable for teams that manage financial, risk, and regulatory audits, from small specialized practices to large, multinational firms handling high volumes of complex engagements.

Compliance officers, internal and IT auditors, and operations managers who oversee audit processes can use Fieldguide to automate documentation, streamline client communications, and expedite the reporting cycle. This tool is also practical for academic institutions teaching audit practices, and for freelance audit consultants supporting multiple client accounts who need advanced document management and secure collaboration.

Organizations with intensive audit, risk assessment, or compliance reporting needs—particularly those accountable to frameworks like SOX and HIPAA—will see improved efficiency and reduced manual workload through Fieldguide’s intelligent automation and centralized workflow management.