Fieldguide

Fieldguide is an AI-powered platform specifically designed for audit and advisory firms to streamline their compliance and engagement work. It helps professionals manage complex audit processes, from document handling to client communications, all in one centralized system. The platform focuses on automating repetitive tasks and organizing engagement workflows to save time and reduce errors.

What sets Fieldguide apart is its specialized focus on the accounting and advisory sector, with features built specifically for compliance frameworks like SOC 2, PCI DSS, HIPAA, and financial audits. The platform includes document management, request automation, reporting tools, and a client portal—all integrated into a single system. It's designed to handle the specific needs of professional services firms rather than being a generic business tool.

This tool primarily benefits audit firms, accounting professionals, and advisory practices that handle compliance engagements. It's particularly valuable for firms conducting SOC readiness assessments, financial audits, regulatory compliance work, and IT audits. Fieldguide helps these professionals increase their operational efficiency, improve margins, and deliver better client experiences through streamlined processes and automation.