Fieldguide: AI-Powered Engagement Management for Audit and Advisory Firms

Fieldguide is an AI platform designed specifically for audit and advisory firms, offering end-to-end engagement management solutions to boost efficiency, revenue, and client satisfaction. It leverages AI-driven tools to streamline risk advisory, cybersecurity, regulatory compliance, financial audit, and IT audit processes. With features like Document Management, Engagement Hub, Request Management, and Reporting Automation, Fieldguide empowers firms to deliver modern client experiences and data-driven insights.

Key Features:

• Document Management: Streamline document organization and workflow automation.
• Engagement Hub: Centralized platform for managing audit and advisory engagements.
• Request Management: AI-powered tools to handle client requests efficiently.
• Reporting Automation: Generate high-quality reports with one-click templates.
• Client Hub: Modern interface for enhanced client communication and collaboration.
• Integrations: Compatible with popular productivity and IT tools.
• AI-Powered Insights: Field Assist and Field Agents for task automation and audit execution.
• Compliance Frameworks: Pre-built templates for SOC, HIPAA, SOX, PCI DSS, and more.
• ROI Calculator: Analyze efficiency gains and financial impact.
• Case Studies: Proven success with firms like BerryDunn and Maxwell Locke & Ritter.

Pricing:

Fieldguide offers a freemium model with a free tier and paid plans tailored to enterprise and business needs.

Conclusion:

Fieldguide is a transformative AI platform for audit and advisory firms, combining automation, compliance tools, and client-centric features to drive growth and operational excellence.