Leverage AI to automate key workflow tasks, significantly cutting down time while enhancing overall quality.
Automate entire multi-step workflows with AI agents that act as an extension of your team.
Field Agents automate engagement workflows by performing test procedures, annotating documents, and sampling evidence—so professionals can focus on analysis, judgment, and client impact.
Seamlessly integrated into your firm’s methodology, Field Agents execute workflows with speed and precision, eliminating inefficiencies and keeping work flowing.
AI-driven workflows reduce human errors, standardize processes, and enhance quality. By ensuring consistency and detecting issues early, your firm delivers reliable work, faster.
Field Agents align with firm-specific methodologies, executing audit tests with speed and precision.
Capable of navigating complex, multi-step procedures, Field Agents reduce manual effort, enhance accuracy, and boost workflow efficiency.
Working semi-autonomously on complex tasks, Field Agents always report back to practitioners, ensuring human expertise remains at the core.
Field Agents process and comprehend extensive document corpuses, firm guidance, and methodologies—powering precise, informed workflows.
Every decision is explained, ensuring practitioners can follow the reasoning and logic behind each action.
Field Agents annotate and cite relevant passages, adhering to firm guidelines for evidence analysis and ensuring end-to-end audit traceability.
Field Agents sync with Fieldguide Sheets and Documents, eliminating manual data entry and keeping workflows moving effortlessly.
Field Agents generate dynamic data canvases, enabling detailed procedure write-ups and workpapers with automated citations linked directly to source documents.
Streamline reporting by leveraging Fieldguide Sheets with Field Agents—no copy-pasting required—ensuring accuracy and cohesion with minimal effort.
Field Assist accelerates audit and advisory work by automating routine tasks, helping professionals draft test procedures, analyze documents, and generate reports with accuracy.
Integrated into your firm’s workflows, Field Assist enhances processes with AI-powered suggestions, delivering recommendations that improve efficiency and quality.
Field Assist interprets documents with deep contextual awareness. Unlike general AI tools, Field Assist understands firm-specific methodologies to ensure every output is relevant and reliable.
Improve engagement quality and team efficiency with AI-assisted testing processes.
Uphold your firm’s standards and style with automatic outputs that remember your unique methodologies.
Build reusable behaviors your team can run on demand.
Query, analyze, and summarize client documents at unprecedented speed.
Make it easy to find information, compare data, and analyze documents with a chat-based interface.
Scan and improve client documents at impressive speeds with intelligent insights.
Drive end-to-end client satisfaction by enhancing workpapers with proactive suggestions.
Ensure client documents satisfy requirements with relevant suggestions from AI.
Automatically incorporate AI suggestions into your plans to help close identified gaps.
"Fieldguide AI is a step change in the CPA profession that addresses the talent pipeline challenges head-on."
Mark Koziel
CEO, AICPA
.svg)
.svg)
