Fieldguide

The AI platform for audit & advisory firms saves time, increases margins, and improves client satisfaction.

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Description

Fieldguide offers a specialized AI platform built to meet the demands of modern advisory and audit firms. It focuses on increasing efficiency, profitability, and client satisfaction by automating and streamlining complex engagement workflows. The platform leverages artificial intelligence across its suite of tools to enhance practitioner capabilities.

Key components include end-to-end engagement management, AI-powered client request handling, automated workpaper management, collaborative report generation, and a modern client portal. Fieldguide supports a wide range of services, including risk advisory, cybersecurity assessments (like HITRUST, PCI DSS), regulatory compliance (SOX, HIPAA), financial audits, SOC audits, and IT audits, aiming to centralize and optimize these processes.

Key Features

Fieldguide AI: Enterprise AI specifically built for amplifying advisory & audit practitioners.
Engagement Hub: End-to-end management for audit and advisory engagements.
Request Management: AI-powered, client-friendly system for handling information requests.
Document Management: Enterprise-grade workpaper automation and management with collaboration features.
Reporting Automation: One-click generation and collaboration on high-quality reports.
Client Hub: Delivers a modern, streamlined experience for firm clients.
Insights & Analytics: Provides end-to-end analytics related to engagements.
Integrations: Connects with popular productivity and IT tools.

Use Cases

Streamlining Risk Advisory engagements (Internal audits, SOC, ESG).
Managing Cybersecurity & Privacy assessments (HITRUST, PCI DSS v4.0, CMMC).
Ensuring Regulatory Compliance (SOX, HIPAA, FFIEC).
Conducting SOC Readiness reviews and audits (SOC 1, SOC 2, SOC for Cybersecurity).
Performing Financial Audits (Trial balances, financial statements).
Executing IT Audits (IT general controls, internal audits, certifications).