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Fieldguide for Financial Audit

Reimagine your financial audits with an end-to-end AI platform, purpose-built for unmatched efficiency, quality, and client experience.

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Unify, automate, and grow
your audit practice

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Unify your end-to-end audit workflow on one platform

One platform for your team, your clients, and every stage of the audit.

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Automate tasks with AI purpose-built for auditors

Fieldguide AI automates key audit tasks, so auditors can focus on delivering expertise and client value.

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Maximize margins and growth with actionable insights

Optimize capacity, save time, and stay ahead of risks with trusted, data-driven insights.

"The Fieldguide team is focused on delivering practical AI features that genuinely improve our workflow and create time savings."
Haley_Legg_CCK_Profile

Haley​​​​ Legg

Audit & Assurance Division Leader

Purpose-built AI integrated
into every workflow

Leverage AI to automate key audit tasks, increasing efficiency while enhancing overall quality.

Boost efficiency with easy-to-use, AI-driven trial balance management

Fieldguide’s intuitive trial balance workflow brings together everything you need to analyze accounts and make adjustments using our dynamic Sheets experience.

Manage trial balances effortlessly across any audit

Easily import and consolidate trial balances, assess accounts, and record adjustments in an integrated, dynamic trial balance experience.

Drive standardization with AI-powered trial balance mapping

Field Assist automatically maps trial balance data to your firm’s chart of accounts, enabling automated financial statement and lead schedule production.

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Uphold your firm’s standards with your preferred audit methodology

Run any methodology to deliver the highest standard of work across industries and audit types.

Apply any audit methodology

Leverage trusted audit methodologies or apply your firm's custom methodology to meet your unique audit requirements.

Ensure consistent quality with AI-powered guidance

Deeply integrated with your firm’s methodology, Field Assist automates tasks with precision and provides reliable step-by-step guidance throughout the audit.

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Accelerate your audits by automating tasks with AI

Field Assist is specifically trained to automate key audit tasks, such as substantive analytics, drafting test plans, testing samples, and documenting findings.

Automate audit testing with Field Assist

Field Assist handles all the manual parts of testing—such as analyzing documents, extracting and annotating sample details, and summarizing findings—so auditors can focus on reviewing and applying judgment.

Get smart, precise answers to complex audit questions

Use Fieldguide’s Document Copilot to analyze complex documents quickly and get precise, detailed insights on business performance to inform your audits.

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Enhance audit effectiveness with AI-guided risk assessments

Leverage AI to perform faster, more accurate risk assessments and scoping, enabling more effective audits that boost your margins.

Analyze accounts more effectively with Field Assist

Field Assist helps auditors perform thorough risk assessments faster by automatically reviewing client documents, analyzing account movements, and suggesting rationales and next steps.

Human-in-the-loop workflows that keep auditors in control

Auditors are always prompted to review Field Assist’s outputs and recommendations using their professional judgment, ensuring they remain in full control.

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Deliver high-quality financial statements without the hassle

Fieldguide’s financial statement production suite automates reporting, from lead schedules to financial statements and disclosures.

Save hours of work with one-click financial statements

With one click, Fieldguide automatically pulls trial balance data and inputs it into fully formatted reports, based on firm- or client-specific templates, delivering polished reports in just minutes.

Streamline edits with real-time collaboration

Seamlessly collaborate with team members and clients on financial statements in real time, without the hassle of version control issues or outdated information.

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Elevate the client experience with AI-powered requests and real-time collaboration

Fieldguide’s Client Hub makes it easy and frictionless for clients to submit requests and collaborate with auditors in real time.

Perform quality checks quickly using Field Assist

Use Field Assist to perform quality checks on client requests to ensure all requirements are met, preventing time-consuming back-and-forth.

Collaborate seamlessly in real time with clients

Work together with clients directly within documents, enabling real-time feedback, eliminating delays, and reducing back-and-forth communication.

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