The CPA Advisor Tax and Technology Innovation Awards, marking their 21st anniversary, showcase the ongoing evolution of technology in the audit and advisory profession since their late 1990s inception. These prestigious awards recognize groundbreaking innovations that enhance workflow efficiency and client service in audit and advisory firms.
Fieldguide's 2024 recognitions
This year for the 2024 CPA Advisor Tax and Technology Innovation Awards, Fieldguide Insights won top honors, while our Financial Audit product was named a finalist. For audit and advisory firms, these wins underscore the growing importance of integrating innovative technologies and AI into everyday operations. Firms embracing these innovations are reclaiming valuable time, allowing them to focus on elevating client satisfaction and driving sustained growth.
Fieldguide Insights
Fieldguide Insights is an end-to-end analytics solution designed specifically for audit and advisory leaders. It offers real-time dashboards and reports that provide actionable insights, including personalized recommendations to streamline engagements. With Fieldguide Insights, firms gain visibility into where time is spent, identifying areas ripe for improvement and boosting overall efficiency.
Fieldguide for Financial Audit
Fieldguide for Financial Audit leverages AI-powered automation across the entire audit lifecycle. It empowers firms to work faster and smarter, enhancing accuracy and productivity. Key features include AI-assisted risk assessment, trial balance mapping, and intuitive financial statement generation. Firms can also enjoy real-time collaboration on working papers, improving both quality and client satisfaction. According to Angela Haasch, Partner at Wipfli, "We are able to use the data from Fieldguide Insights to share with our team and identify specific actions they can take that could save us hundreds of hours per year."
Why these wins matter
Fieldguide's recognition extends beyond just awards. It represents a vision for the future — one where technology supports and enhances the capabilities of trust practitioners. Digital tools are changing how firms support and advise their clients, and Fieldguide's latest products show where the industry is heading. AI can now handle tasks that once took hours of staff time. Instead of manually checking spreadsheets or copying data, trust practitioners can focus on analyzing results and helping clients make decisions.
AI continues to offer new avenues for enhancing efficiencies and making informed decisions. From AI-assisted risk assessments to automated data extraction, these technologies streamline operations, empowering firms to deliver higher-quality audits. When trust practitioners spend less time on manual tasks, they have more time for meaningful client work — projects move faster and clients get better service. For firms trying to grow while managing costs, these improvements make a real difference to their bottom line.
In a field that never stands still, continuous innovation is crucial. Fieldguide’s commitment to innovation ensures that they remain relevant and provide solutions that address the evolving needs of the audit and advisory industry.
September 12, 2024
