Meet your
Agent Workforce

Purspose-built Field Agents that plan, execute, and document engagement
work end-to-end, so your team can focus on review, judgement, and client relationships.

FIELD AGENTS

Field Agents are professional-grade AI agents that deploy your judgment and expertise at scale. They execute complex workflows with precision and traceability, using your chosen methodology. Accelerate growth, improve quality, and deliver better client outcomes across every engagement.

“Fieldguide AI has completely transformed the way we deliver services at Schellman, and the launch of Field Agents is a game-changer for the CPA profession.”

Avani Desai

CEO, Schellman

Field Auditor executes
request analysis & end-to-end testing

Field Auditor handles the execution, freeing the same team to take on more engagements and grow the firm without adding headcount.

Your Capacity, Multiplied

Reduce workflows from hours to seconds and free teams to focus on what matters, client outcomes and impact.

Consistent Quality, Always

AI agents work with your firm’s methodology and best practices, ensuring consistency and quality across every engagement.

Quality & trust, built in

Every result is transparent, traceable, and aligned with the standards and trust that define this profession.

FIELD AUDITOR

Request Agent

Instantly reviews uploaded client evidence for completeness and readiness, flagging missing items and inconsistencies early to reduce back-and-forth.

FIELD AUDITOR

Testing Agent

Automates up to 70% of testing by executing end-to-end test procedures—validating evidence, summarizing results, and flagging exceptions so practitioners can focus on judgment and client impact.

FIELD AUDITOR

Substantive Testing Agents

Purpose built Field Agents automate end to end testing workflows in financial audits, from validating journal entries to performing substantive test procedures, with an error rate of less than 1% versus manual processes.

One Conversation, End-to-End

Field Orchestrator coordinates the full testing workflow, from population analysis through documentation, without configuring each step separately.

Oversight, Built In

Field Orchestrator pauses at defined checkpoints so practitioners can review the plan, adjust the approach, and approve before execution continues.

Context Loaded, Automatically

Field Orchestrator reads the audit program automatically and writes results directly into the sheet with citations, so there's no setup and no manual documentation.

Get smart insights instantly
with a domain-specific AI Assist

Field Agents handle structured engagement work. Agentic Chat and AI Actions fill in everything else,
giving practitioners on-demand support wherever they are in the platform.

Domain-specific

Built by practitioners and trained on the largest corpus of engagement data, Fieldguide’s Agentic Chat speaks your language, understands your work, and delivers insights grounded in your standards and methodologies.

Full contextual awareness

Unlike generic AI tools, Fieldguide’s Agentic Chat understands end-to-end engagement context, interprets your firm’s unique approach, and ensures every output is accurate, reliable, and consistent across every engagement.

Works where you work

Seamlessly embedded in your workflow, Fieldguide’s Agentic Chat accelerates your work with AI-powered suggestions that drive quality, efficiency, and consistency, helping your team deliver accurate results faster.

AI ASSIST

Agentic Chat

Context-aware AI agents collaborate with practitioners, grounded in industry standards and your methodology. Interpret evidence and validate decisions in real-time.

AI ASSIT

AI Actions

Handles recurring tasks in bulk across entire workpapers. From drafting walkthroughs to suggesting test plans—freeing practitioners to focus on strategic review and judgment.

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.