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AI agents for all your
audit & advisory work

Professional-grade AI agents and domain-specific agentic chat that extends
 your expertise, unlocks growth, and delivers better client outcomes.

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.
 
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“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.”
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Avani Desai

CEO, Schellman

Scale your expertise with
professional-grade AI agents

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.

Your Capacity, Multiplied
Your capacity, multiplied

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

Your expertise, at scale
Your expertise, at scale

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

Quality & Trust, Built In
Quality & trust, built in

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

FIELD AGENT

Request Agent

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

FIELD AGENT

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 AGENT

Formula 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

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.

Get smart insights instantly
with a domain-specific Agentic Chat

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.

Domain-Specific
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
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.

Integrated into your workflow
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.

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FIELD AGENT

Agentic Chat

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

Get started with the AI platform for all
your audit & advisory work

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.