Fieldguide

Key Features

• AI-Driven Workflow Automation:
  Fieldguide streamlines the traditionally manual processes involved in audit, risk, and compliance by using AI to automate data collection, documentation, testing, and reporting. Its system intelligently guides users through the lifecycle of assurance engagements.

• Unified Assurance Platform:
  It offers a centralized workspace where teams can manage different types of engagements—such as SOC 2, ISO 27001, NIST, and PCI—within a single interface. This unification eliminates silos and improves engagement quality.

• Client Collaboration Tools:
  Fieldguide includes built-in tools to facilitate real-time collaboration between firms and clients. Users can assign tasks, share documents securely, and automate client request lists, which helps reduce turnaround time.

• Customizable Templates & Frameworks:
  The platform provides pre-built and customizable templates for various compliance standards, making it easier for firms to meet industry requirements while maintaining flexibility across different engagement types.

• Smart Evidence Collection & Management:
  AI capabilities assist in identifying, categorizing, and linking relevant evidence to controls, reducing the burden of document chasing and enabling faster audit execution.

• Audit Trail and Reporting:
  Fieldguide maintains a detailed, searchable audit trail of all user activity and system-generated actions. It also supports configurable reporting tools for building professional audit deliverables.

Key Benefits

• Boosts Audit Efficiency:
  By automating repetitive and time-consuming tasks like document tracking, testing, and status updates, Fieldguide allows audit teams to spend more time on strategic analysis and client communication.

• Reduces Engagement Risk:
  With guided workflows and AI-powered validations, the platform ensures completeness and accuracy in audit engagements, minimizing the risk of missing key controls or documentation.

• Improves Client Experience:
  The collaborative interface reduces back-and-forth communication and helps clients stay engaged in the audit process through intuitive task assignments and document upload portals.

• Supports Remote Audit Teams:
  Fieldguide’s cloud-based architecture supports distributed teams, allowing auditors and clients to collaborate asynchronously across time zones and locations without productivity loss.

• Faster Time to Completion:
  The combination of automation, real-time updates, and smart evidence linking drastically reduces audit cycle times, enabling firms to complete more engagements with the same resources.

Pricing Plans

• Custom Enterprise Pricing:
  Fieldguide offers flexible pricing based on the number of users, size of the audit firm, types of engagements, and desired features. The platform targets mid-sized to large audit and advisory firms.

• Demo Available:
  Prospective users can schedule a personalized product demo to explore how Fieldguide fits into their existing audit or risk management workflows.

Pros and Cons

• Pros:

  • Streamlines entire assurance workflows using AI automation.

  • Supports multiple frameworks within a single platform.

  • Enhances auditor-client collaboration.

  • Customizable templates increase engagement flexibility.

  • Scales well for growing audit firms.

• Cons:

  • Pricing is not publicly disclosed and may be cost-prohibitive for small firms.

  • Some users may require onboarding to fully utilize automation features.

  • Primarily designed for assurance and audit firms, limiting broader use cases.

Conclusion

Fieldguide is a robust AI-powered platform tailored for audit, risk, and compliance professionals seeking to modernize and automate their engagement workflows. With features that support end-to-end lifecycle management of assurance processes, real-time client collaboration, and smart evidence tracking, Fieldguide enhances both efficiency and transparency. While its capabilities are best suited for mid-sized and large firms, it offers meaningful transformation for any organization focused on improving the quality and speed of their audit services.