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Introducing Field Orchestrator: The Intelligence Layer for Financial Audit.

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Introducing Field Orchestrator: The Intelligence Layer for Financial Audit.

Learn More

Audit Methodology

Use a recognized third-party methodology or proprietary audit methodology and leverage the full power of Fieldguide without compromise.

Audit Methodology

  • Methodology agnostic

    Tailor licensed content to fit your firm's standards, or author your own methodology directly within Fieldguide.

  • Always current

    Updates automatically apply to engagements already in process, as well as every future engagement you run.

  • Future ready

    As methodology evolves through new standards, agents, or innovation, Fieldguide evolves alongside you.

Out of the box or fully custom

  • Licensed and Proprietary Methodologies

    Deploy recognized methodologies through Thomson Reuters PPC, Mercia, and CPA Canada, or your own proprietary methodology.

  • Configure Once, Deploy Everywhere

    Create, edit, version, and deploy methodology content, including work programs, templates, guidance, and AI workflows in a single engagement template.

  • Guided Execution at Every Step

    Agents pull the relevant guidance from your methodology as they execute, documenting rationale at every step.

  • Firm Customization

    Customize licensed methodologies with firm-specific workflows, guidance, templates, work programs, and best practices while preserving future updates.

  • One Platform, Every Capability

    Every methodology can leverage AI agents, workflows, trial balance, financial reporting, document management, and future platform innovations without compromise.

What practitioners are saying

  • Nathan Hartgraves
    “With Fieldguide, there's timely feedback, and you're methodology-agnostic — if we want to build something new for our clients, we don't need to run it by tech guys to get there. That's huge.”

    Nathan Hartgraves

    Managing Partner

Your methodology, executed the same way every time. See how Field Agents run audits on your standards.

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