Get the full picture
with Field Board

A dynamic, Kanban-style hub where every control, test, and action
is organized by where it stands in your workflow, not hidden in a row.

Run engagements end-to-end in Field Board

1. Kick Off

Every card carries assignee fields for both team members and Field Agents, so there's no separate tracker to build or maintain.

The Agent Overview module surfaces total items, completion percentage, and blocked count the moment an engagement opens, full visibility before work begins.

2. Launch Field Agents

Move a card into Agent Testing and the Field Agent starts running: no separate screen, no configuration step, one drag replaces dozens of clicks.

When workflow events fire, cards advance automatically and stay in-column while agents work, so the team always knows what's in flight.

3. Review Output

When a Field Agent finishes, the preparer opens the card to review output and supporting evidence, then advances it or sends it back, all without leaving Field Board.

Each card displays how many requests are complete, so preparers know whether evidence is still outstanding before review begins.

4. Manager Sign-off

Managers scan the Awaiting Manager Review column to find controls ready for their attention; no filtering or hunting required, the queue is the column.

Drag a card to Review Complete to sign off, leave comments, or request changes: the full review workflow lives on the board.

5. Track Progress

The Agent Overview module updates as work moves, with no manual refresh or separate dashboard.

When the last card lands in Review Complete, the engagement is done.

6. Manage Your Portfolio

The engagement selector shows due dates and progress bars for every active engagement.

Managers overseeing multiple projects can scan every board in seconds.

The command center for
every engagement

Field Board is where practitioners run the engagement, not just track it. Drag a card to assign work, trigger Field Agents,
review output, and advance items through the workflow, all from a single board.

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Financial Audit & Assurance

Audit programs flow left to right through four columns as Field Agents and practitioners complete the work in tandem.

Advisory & Consulting

Six columns track the full control lifecycle. Cards move as the work progresses, and agents run when cards land in their column.

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Field Board works for
your entire team

For the Practitioner

Open the board, see your controls, and move work forward. No spreadsheet filtering or chasing status across tabs.

For the Manager

Scan boards across engagements, identify what's stuck, and direct your attention to the controls that actually need it.

For the Partner

Real-time engagement health at a glance. Know if your team is on track without asking anyone to pull a report.

The new agentic standard for audit & advisory

Field Agents deploy your judgment and expertise, at scale. They execute complex workflows with precision, traceability, and your chosen methodology. Compound your capacity, increase your quality and accelerate your growth, across every engagement.