More than half of the top 100 firms partner with Fieldguide
Including 8 of the top 10
Inside every engagement
Client Hub
Each request spells out what the firm needs and why, giving clients a clear picture of what to provide and when. Clients and the engagement team edit documents and comment on reports together in real time, with no downloads or version confusion.
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Document Management
Edit Word, Excel, and PDF files directly in Fieldguide, with every report, template, and client document organized by engagement. Version history tracks every change, and structured binders keep working files, client evidence, and deliverables separated and easy to navigate.
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Embedded AI
AI Chat collaborates with practitioners in real time, grounded in industry standards, firm methodology, and full engagement context. AI Actions generates output for every row in a column at once, each drawn from that row's own context.
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Engagement Management
Templates encode the firm's methodology, giving every engagement a consistent structure from planning through completion. Firm-wide organization by team and service line keeps practice areas separated, with permissions that scale to the full firm.
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Field Board
Every control, test, and action is organized on a Kanban-style board by where it stands in the workflow. Drag a card to assign work, kick off an agent run, or sign off, with status visible at a glance.
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Insights and Analytics
Track agent adoption, engagement efficiency, and team performance across every practice area, with trends and benchmarks that help partners lead transformation. Prioritized recommendations surface where to recover hours, shorten review cycles, and improve client response times.
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Integrations
Connect to GRC tools, accounting and HRIS systems, and 80+ data integrations, with SSO, SCIM, and MFA built in. Clients upload and receive files securely, with every document landing on the matching request and organized for review.
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Methodology and Frameworks
Deploy a licensed methodology from PPC, Mercia, or CPA Canada, or build a proprietary firm approach, with Field Agents trained on each. As methodology evolves or the firm adopts a new approach, content updates deploy across every current and future engagement.
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Request Management
Every request is tracked, linked, and synced to its workpaper, with Field Auditor flagging incomplete evidence before it reaches the team. A single request can serve every engagement that needs it, and when evidence arrives it links to all underlying workpapers.
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What practitioners are saying
“Fieldguide helps us feel like we’re next to each other in the office, despite not being physically next to each other.”
Paul Perry
Security, Risk & Controls Practice Leader
“Fieldguide makes engagements much more efficient. It is way faster to gather materials and much less back-and-forth is needed with our clients.”
Chris Ellingwood
Principal at BerryDunn
“We've measured year over year time efficiency to be about 20 percent the first year with Fieldguide, and 30 percent the next year. We are definitely trending upward with efficiency.”
Karl Bixler
Manager, IT Risk Advisory
Solutions from our practice
- Explore Audit and Assurance
Audit and Assurance
Field Agents execute across every stage of the audit on your firm's methodology, freeing your team for higher-value work.
- Explore Advisory and Consulting
Advisory and Consulting
Deploy Field Agents across risk advisory, internal audit, cybersecurity, and more to unlock capacity without adding headcount.
- Explore Corporate Internal Audit
Corporate Internal Audit
Field Agents handle the testing volume so your team can expand audit coverage and deliver board-ready reporting.
- Explore Federal and Defense
Federal and Defense
Run agentic testing across federal compliance frameworks on a FedRAMP-authorized platform.