Fieldguide logo

Fieldguide

Unknown
-(0 Reviews)
0 Saved

AI-native platform for end-to-end audit and advisory engagement management used by CPA and advisory firms.

Website:https://www.fieldguide.io/
Added on:Jul 13, 2026
Monthly Visitors:
60.3K
Social & Email:
AIAuditAdvisoryCPAEngagement ManagementDocument Management
Visit Website
Fieldguide
Visit Official Website

Tool Information

What is 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.

Core Features

  • 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.

Use Cases

  • #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.

Best for:CPA firmsAudit and advisory firmsAssurance professionalsRisk advisory practitionersTax professionals

Pricing Plans

No pricing details provided on official pages.

Alternatives

Photes.io

Photes.io

AI note-taking assistant that converts photos, PDFs, audio, slides, and videos into structured text notes with export and sync options.

🇺🇸10.3%
63K
ProductivityAI note-taking+11
O

Online Whiteboard

Free, no-signup digital canvas for real-time visual collaboration.

🇵🇭47.6%
2.8K
ProductivityOnline Whiteboard+9
Fireflies.ai

Fireflies.ai

AI-powered assistant that records, transcribes, summarizes and extracts insights from meetings across video, audio, and chat platforms.

🇺🇸38.7%
4.5M
ProductivityAI+10
Bonitasoft

Bonitasoft

Enterprise AI orchestration and business process management for coordinated, governed operations.

🇺🇸10.8%
21K
ProductivityAI orchestration+11
Workflow

Workflow

A collaboration platform for collecting, organizing, reviewing, and approving creative feedback.

🇬🇧21.1%
35K
ProductivityDesign review+11
Copilot for Microsoft 365

Copilot for Microsoft 365

AI-powered assistant across Microsoft 365

🇺🇸20.8%
446K
ProductivityAI+3
Reclaim AI

Reclaim AI

AI‑powered calendar that auto‑schedules tasks, meetings, habits and breaks.

🇺🇸42.5%
797K
ProductivityAI+10
ChatGPT Toolbox

ChatGPT Toolbox

Organize, search, export, and automate AI conversations across ChatGPT, Gemini, Claude, and Grok.

🇺🇸16.3%
131K
ProductivityAI productivity+11

Frequently Asked Questions

What is Fieldguide?
Fieldguide is an AI-native platform for end-to-end audit and advisory engagement management used by CPA and advisory firms. It enables firms to manage full engagements, automate reporting and document workflows, handle client requests, and use professional-grade AI agents.
Who is Fieldguide designed for?
Fieldguide is designed for CPA firms, audit and advisory firms, assurance professionals, risk advisory practitioners, and tax professionals.
What are Field Agents in Fieldguide?
Field Agents are professional-grade AI agents that act as digital teammates for tasks including request handling, testing, substantive testing, agentic chat, and AI actions.
What types of engagements does Fieldguide support?
Fieldguide supports risk advisory, cybersecurity and privacy, regulatory compliance, SOC readiness, financial audit, tax, SOC audit, and IT audit work.
Does Fieldguide publish pricing details?
No pricing details are provided on official pages.
What integrations does Fieldguide offer?
Fieldguide connects to popular productivity and IT tools.

Fieldguide Contact & Social Media

Visit Official Website

Reviews

-

Share your experience with this tool...

Tool Information

Pricing ModelUnknown
CategoryProductivity
Tags
AIAuditAdvisoryCPAEngagement ManagementDocument Management
LanguageEnglish
Last UpdatedJul 16, 2026
Claim this Tool