Fieldguide

Fieldguide is a transformative AI-powered platform built specifically for the modern advisory and audit firm. Developed by practitioners for practitioners, it addresses the core challenges of the industry by automating tedious work, streamlining complex workflows, and enhancing collaboration between teams and clients. The platform's primary goal is to amplify the intelligence and expertise of professionals, allowing them to save significant time, increase engagement margins, and deliver a superior client experience. Trusted by top firms, Fieldguide is recognized for its innovative, cloud-first approach that replaces outdated and cumbersome legacy software.

How to use Fieldguide

Using Fieldguide involves a structured, end-to-end workflow designed for maximum efficiency:

1. Set Up an Engagement: Begin by creating a new project in the Engagement Hub. You can use pre-built templates for common frameworks like SOC 2, PCI DSS, or financial audits, or customize your own.
2. Automate Client Requests: Utilize the automated Request Management feature to send evidence and document requests to clients. Clients interact through a modern, intuitive Client Hub, making submission simple and clear.
3. Collaborate and Manage Workpapers: As clients upload evidence, your team can manage all documents within the enterprise-grade Document Management system. This central repository serves as a single source of truth, enabling real-time collaboration on workpapers.
4. Leverage Fieldguide AI: Harness the power of AI to automate repetitive tasks. The AI can draft test procedures based on control descriptions, analyze evidence for completeness, and help identify potential issues, reducing manual effort by up to 66%.
5. Monitor Progress in Real-Time: Maintain complete visibility over the entire engagement lifecycle. Dashboards provide at-a-glance status updates on open tasks, client responses, and team progress.
6. Generate Reports with One Click: Once the fieldwork is complete, use the Reporting Automation feature to generate comprehensive, collaborative reports. The system pulls data directly from the engagement workpapers, ensuring accuracy and saving hours of report-writing time.

Core Features of Fieldguide

• Fieldguide AI: An award-winning AI engine that automates the drafting of test procedures, analyzes evidence, and streamlines other repetitive audit and advisory tasks.
• Engagement Hub: A centralized dashboard for end-to-end management of all audit and advisory engagements, providing clarity and control over your entire portfolio.
• Document Management: A secure, enterprise-grade system for managing workpapers, evidence, and all client documentation with version control and easy access.
• Automated Request Management: Streamlines the process of requesting, collecting, and tracking information from clients, eliminating confusing email chains and spreadsheets.
• One-Click Reporting Automation: Generates polished, data-driven reports directly from engagement data, facilitating collaboration and drastically reducing report preparation time.
• Modern Client Hub: A user-friendly, branded portal for clients to respond to requests, upload documents, and track the engagement's progress, significantly improving the client experience.

Use Cases for Fieldguide

Fieldguide is versatile and supports a wide range of advisory and audit services:

• Risk Advisory: Powering risk advisory practices, including SOC 1, SOC 2, and SOC 3 readiness and audits, as well as ESG (Environmental, Social, and Governance) reporting.
• Regulatory Compliance: Efficiently managing engagements for complex regulatory frameworks such as SOX, HIPAA, FFIEC, and GDPR.
• Cybersecurity & Privacy Audits: Streamlining assessments against leading standards like HITRUST, PCI DSS, ISO 27001, and the NIST Cybersecurity Framework.
• Financial Audits: Automating key processes in financial audits, including trial balance management, financial statement tie-outs, and substantive testing.
• Internal & IT Audits: Managing IT General Controls (ITGC) reviews, internal audit programs, and various industry-specific certifications.

Advantages of Fieldguide

• Massive Efficiency Gains: Firms report up to 66% less time spent on tasks like drafting test procedures and 50% overall efficiency gains across the audit process.
• Increased Profitability: By automating manual work and speeding up engagements, firms can increase realization by up to 25% and improve overall profit margins.
• Scalable Business Growth: The platform's efficiencies enable firms to take on more clients and scale their practice, with some firms reporting up to 5X business growth.
• Enhanced Collaboration: A unified platform for teams and clients eliminates confusion, reduces back-and-forth communication, and ensures everyone is aligned.
• Superior Client Experience: The modern Client Hub replaces clunky portals and endless emails, leading to higher client satisfaction and retention.
• Designed by Experts: Built by and for audit and advisory professionals, the platform's workflow and features are intuitively designed to meet the specific needs of the industry.

Pricing and Plans

Fieldguide operates on a paid, subscription-based model tailored to the needs of advisory and audit firms. Pricing is customized based on factors such as the size of the firm, the number of users, and the specific solutions required. Prospective customers are encouraged to contact the Fieldguide sales team or request a demo through their website to receive a personalized quote. The company also offers an ROI calculator to help firms estimate the potential impact on their efficiency, margins, and revenue.