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Fieldguide is an AI-native, cloud-based automation and collaboration platform built specifically for assurance, audit, and advisory firms. It digitizes the end-to-end engagement workflow—from initial requests through workpaper preparation to final reporting—on a single platform, replacing multiple disconnected tools and manual processes.[3][10][16] The platform provides professional-grade AI "Field Agents" that plan, execute, and document engagement work across financial audits, SOC audits, IT audit, risk advisory, tax, cybersecurity, and regulatory compliance.[14][15] Fieldguide standardizes templates across the practice, tags data for drag‑and‑drop report creation, and automates engagement management to help CPA and advisory firms boost margins, reduce overhead, win new business, and improve client satisfaction.[5][10][15][16] Founded by former auditors and consultants, the company focuses on mid‑to‑large accounting and advisory firms, offering vertical AI for modern audit, attestation, assurance, and advisory practices.[3][7][17]
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