Professional-grade AI agents and domain-specific agentic chat that extends
your expertise, unlocks growth, and delivers better client outcomes.
“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
Fieldguide enables practitioners and AI agents to work together—professionals apply judgment and experience,
Field Agents deliver consistency and efficiency. The result is more capacity, higher quality, and stronger client outcomes.
Reduce workflows from hours to seconds and free teams to focus on what matters, client outcomes and impact.
AI agents work with your firm’s methodology and best practices, ensuring consistency and quality across every engagement.
Every result is transparent, traceable, and aligned with the standards and trust that define this profession.
FIELD AGENT
Instantly reviews uploaded client evidence for completeness and readiness, flagging missing items and inconsistencies early to reduce back-and-forth.
FIELD 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 AGENT
Handles recurring tasks in bulk across entire workpapers. From drafting walkthroughs to suggesting test plans—freeing practitioners to focus on strategic review and judgment.
FIELD AGENT
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.
Fieldguide’s Agentic Chat is built for audit and advisory workflows, understands your engagement context,
and is embedded in your workflows to deliver insights you can trust.
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.
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.
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.
FIELD AGENT
Context-aware AI agents collaborate with practitioners, grounded in industry standards and your methodology. Interpret evidence and validate decisions in real-time.