Fieldguide
UnknownAI-native platform for end-to-end audit and advisory engagement management used by CPA and advisory firms.
工具信息
什么是 Fieldguide？
Fieldguide is an AI-native platform for end-to-end audit and advisory engagement management used by CPA and advisory firms. It provides an AI-powered software platform that enables audit and advisory firms to manage full engagements, automate reporting and document workflows, handle client requests, and use professional-grade AI agents to increase efficiency and margins.
核心功能
Field Agents
Professional-grade AI agents that act as digital teammates for tasks including request handling, testing, substantive testing, agentic chat, and AI actions.
Full Engagement Management
End-to-end software for managing modern advisory and audit firm engagements from start to finish.
Field Board
Kanban-style engagement management for organizing and tracking work.
Reporting Automation
Automation tools that enable rapid reporting for audit and advisory work.
Document Management
Smart document management capabilities for organizing and handling engagement documents.
Request Management
Effortless request workflows for managing client and engagement requests.
Client Hub
Seamless client hub for delivering a modern client experience and collaboration.
Insights & Analytics
End-to-end engagement analytics for firm insights.
Integrations
Connections to popular productivity and IT tools.
Enterprise-Grade Security
Security features designed for enterprise use in audit and advisory work.
使用场景
- #1
Risk Advisory
Support for internal audits, SOC, ESG, and related risk advisory services.
- #2
Cybersecurity & Privacy
Engagements covering HITRUST, PCI DSS v4.0, CMMC, and similar frameworks.
- #3
Regulatory Compliance
Work involving SOX, HIPAA, FFIEC, and other regulatory requirements.
- #4
SOC Readiness
SOC readiness review and advisory services.
- #5
Financial Audit
Handling trial balances, financial statements, and related financial audit tasks.
- #6
Tax
Tax exports, shared binders, and linked trial balances.
- #7
SOC Audit
SOC 1, SOC 2, SOC for Cybersecurity, and related SOC audits.
- #8
IT Audit
IT general controls, internal audits, and related IT audit work.
定价方案
No pricing details provided on official pages.
