Solutions for Review and Compilation
Complete SSARS review and compilation engagements faster with agent-led workflows, comprehensive analytics, streamlined documentation, and seamless report generation.
Turn high-volume engagements into a growth engine
Run more reviews and compilations without adding headcount or overtime hours.
Deliver a consistent client experience
Guided workflows standardize execution, ensuring consistent quality across every engagement.
Free your team for higher-value work
Automate documentation, analytics, and reporting so professionals focus on client service and judgment.
Accelerate report delivery
Streamline financial statement preparation and report generation to deliver polished client-ready reports more efficiently.
How Review and Compilation runs on Fieldguide
Review Engagements
Standardize inquiry and analytical procedures with structured workflows, and let documentation assemble as each step is done.
Compilation Engagements
Work from prebuilt templates and guided rollforwards to prepare compilation reports and finish engagements far faster.
Client Document Requests
Centralize and track every client request, with Field Auditor following up on each open item and clearing it as files arrive.
SSARS Report Compliance
Generate review and compilation reports from templates built to current SSARS standards, ready for any client engagement.
Field Agents execute across reviews and compilations
Field Planner
A review or compilation engagement plan comes together from your client's file, prior workpapers, and your firm's preferred templates, ready in minutes.
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Field Auditor
Client document requests, inquiry procedures, and analytical review all run automatically, from the first ask through the finished workpaper.
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Field Reviewer
Checks every procedure for completeness and consistency, then surfaces only the exceptions that need a practitioner's judgment.
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Field Financials
Compilation reports and review financial statements draft themselves from prebuilt templates and rollforwards, ready for issuance.
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Field Orchestrator
Direct the entire agent workforce through one natural-language conversation, checking status, reassigning work, or escalating an issue across every engagement.
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What practitioners are saying
“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
More review and compilation engagements, at the team size you already have. See how Field Agents help your practice take on more of this work.
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