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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

Working Papers

Build, review, and close every engagement with real-time collaboration and structured document management.

Working Papers

  • No downloading, no re-uploading

    Edit Word, Excel, and Fieldguide-native files directly inside Fieldguide, with every change in sync across the whole engagement.

  • Find every file fast

    Every report, template, and client document stays organized and version-controlled, ready for regulatory export.

  • Real-time collaboration

    Collaborate with your team and clients in real-time, editing and reviewing files without needing to check in or check out.

Working papers, connected end-to-end

  • Evidence Tied to Workpapers

    Every document uploaded is linked to the workpaper it supports and kept current as the engagement binder evolves.

  • Cloud-Based Document Collaboration

    Practitioners and clients edit Word, Excel, and PDF documents directly in Fieldguide, with changes syncing automatically.

  • Structured Binder With Version Control

    Documentation lives in a structured engagement binder with automated versioning and one-click export for regulators.

  • Agentic Chat Embedded In Engagements

    Domain-specific AI grounded in firm methodology answers questions, analyzes documents, and surfaces quality gaps instantly.

What practitioners are saying

  • Haley Legg
    “The Fieldguide team is focused on delivering practical AI features that genuinely improve our workflow and create time savings.”

    Haley Legg

    Audit & Assurance Division Leader

Real results from firms

  • Zero

    PCAOB comment forms on first Fieldguide inspection

  • 2x

    Engagement capacity without adding headcount

  • 20% -> 30%

    Year-over-year efficiency

Every workpaper documented with citations and exception flags. See how Field Auditor builds the file as testing happens.

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