AI for advisory and audit

"Fieldguide AI is a step change in the CPA profession that addresses the talent pipeline challenges head-on."

Mark Koziel

President and CEO, Allinial Global

Amplify your team’s talents with Fieldguide AI

Automate routine tasks like drafting tests and analyzing documents, allowing practitioners to focus more on client value.

Safely harness advanced AI technologies while ensuring data privacy and security.

Improve engagement quality and margins, while increasing time with clients and boosting staff retention.

Improve engagement quality and team efficiency through AI-suggested requests and test procedures.

Use AI to automatically generate requests and tests to meet the standards and style of your firm.

Build reusable, custom AI behaviors that your team members can run on demand, while adhering to your firm’s standards.

Be more responsive to clients by using Fieldguide's AI Document Copilot to query, analyze, and summarize client documents and workpapers.

Make it easy to find information, compare data, or analyze documents through a chat-based interface

Leverage AI to review and make potential recommendations to improve client documents.

Drive engagement quality by reviewing AI-based recommendations for improving client documents.

Review AI suggestions on how to ensure that client documents satisfy requirements.

Automatically incorporate AI suggestions into your remediation plans for closing identified gaps.