Fieldguide

Fieldguide is a web-based, AI-native engagement platform for audit and advisory firms that manages the full lifecycle of an engagement, from client requests and evidence collection to analytics and reporting.

Key capabilities include:

• AI Agents for audit work such as a Request Agent that reviews uploaded evidence for completeness and inconsistencies, plus testing and substantive testing agents that execute test procedures, summarize results, and flag exceptions.
• Request management and client collaboration through automated request tracking and a client portal designed for transparent communication and document exchange.
• Document and workpaper management with secure handling, automation, and version control to keep engagement documentation organized.
• Insights, analytics, and reporting automation that provide end-to-end engagement visibility and one-click report generation with collaborative workflows.

Pricing: Paid, custom pricing by firm needs and deployment, starting at $25,000 per year (contact sales for a quote).

Notable for combining end-to-end engagement management with professional-grade AI agents built for audit methodologies, supporting use cases like financial audits, SOC 2, PCI, HITRUST, and ISO compliance assessments in a single platform.