Fieldguide is an AI-driven platform designed specifically for the audit and advisory services industry. It enhances engagement efficiency, improves client relationships, and provides comprehensive insights for audit firms to better manage resources and engagements. The platform offers a suite of tools that automate key processes, such as document management, request management, reporting, and analytics, providing firms with the tools they need to streamline their workflow and save time
Fieldguide’s main products include:
Fieldguide AI Platform: A comprehensive toolset for modern audit and advisory practices that integrates AI to enhance firm operations.
Fieldguide Engagement Hub: Offers modern client-friendly request management, document management, and reporting automation to streamline engagements.
A major new feature is Fieldguide Insights, which provides firms with real-time dashboards and reports on key metrics such as engagement time savings, client responsiveness, and overall practice performance. The insights help firms identify where to focus their attention to save time and enhance client satisfaction.
Fieldguide promotes a culture that emphasizes efficiency, innovation, and collaboration. The company values smart, data-driven decision-making and continuously seeks to improve its products to meet the evolving needs of audit and advisory firms. Their culture fosters a commitment to helping firms grow through intelligent automation and insights.
Fieldguide serves a wide range of audit and advisory firms, including large organizations such as Wipfli and CBIZ. The platform is used by firms looking to modernize their processes and improve client experiences. Fieldguide has a strong focus on building a community around its platform, offering resources like webinars, guides, and events to engage users.
