Fieldguide Engagement Hub boosts profits and productivity

Increase margins and efficiency across your engagements.

“Software for accounting firms is notoriously outdated, slow, and hard to use. Fieldguide is different – itʼs a more streamlined, cloud-first approach.”

Kate Williams

Risk Assurance, Maxwell Locke & Ritter

Set your firm apart with leading
AI engagement platform

Unify your entire engagement lifecycle on an end-to-end platform

Enhance efficiency and quality with AI-powered capabilities across every stage, from kickoff to close.

Transform your work with the leading purpose-built AI

With enterprise-grade AI, Field Assist and Field Agents amplify teams and automate work.

Grow your firm with analytics and insights

Unlock growth with actionable insights into the status and profitability of all your engagements.

Transform your firm with end-to-end
engagement management

Unify your entire engagement lifecycle on the leading AI platform for audit and advisory to unlock growth, efficiency, and quality.

Dashboards keep teams and clients up to date on all engagement details

Get real-time visibility into all your engagements, clients, tasks, requests, and signoffs, so everyone is on the same page.

Automated request and clear visual indicators highlight progress and outstanding workest creation

Easily see and follow up on what’s outstanding, so you maintain project deadlines and budgets.

Real-time drill downs helps teams identify potential bottlenecks

Drill down into engagement details for additional insights.

Readiness assessments that delight your clients

Drive high-quality engagements by managing everything related to readiness assessments, including walkthrough meetings, validation, testing, and more.

Tailor your readiness assessments to your firm’s best practices

Personalize set of standard questionnaires to help with client scoping.

Collaborate in real-time with clients

View client responses and collaborate with clients to address process gaps.

Drive engagement visibility through tasks and milestones

Keep everyone on top of engagements by reviewing outstanding tasks and progress against key milestones.

Granular visibility into outstanding work

View the status of all tasks and milestones by owner and due date.

Align teams through milestones

Use milestones to ensure engagements are progressing as planned.

Enterprise AI that amplifies teams and automates work

Grow faster, enhance quality, and elevate the client experience with enterprise-ready AI solutions for teams of any size.

Deliver reliable work faster using Field Assist

Leverage AI to automate key workflow tasks—such as drafting test procedures and analyzing documents—to reduce effort while enhancing quality.

Amplify your team with Field Agents

Field Agents automate multi-step workflows while ensuring human input and oversight, acting as an extension of your team.

Deliver a delightful digital client experience

Fieldguide’s client portal streamlines your client experience, clearly showing where things stand and making it easy to fulfill requests in just a few clicks.

Intuitive client dashboard

Clients can easily stay on top of requests and submissions with Fieldguide’s highly intuitive client portal.

Multiple integrations to client systems

Fieldguide integrates to over a hundred different client systems, including HR, ticketing, accounting, and more.

Flexibility for any type of engagement

Streamline any type of engagement, including risk advisory, regulatory compliance, SOC audits, and more.

Ready to use best practice templates

Leverage built–in best practices for common standards like SOC 1 & 2, PCI DSS v4.0, internal audits, and more.

Highly configurable templates for any practice

Easily tailor engagement templates to reflect your firm’s processes and workflow.