Fieldguide
Fieldguide is an AI-native platform for audit and advisory firms, bringing practitioners, clients, and Field Agents together around engagement work.
What Fieldguide is
Fieldguide is an AI-native platform for audit and advisory firms, bringing practitioners, clients, and Field Agents together around engagement work. Its agents can assist with planning, audit testing, review, financial statements, and engagement orchestration, while practitioners direct and review their work. A shared client portal organizes requests, evidence, and status; clients and engagement teams can edit documents and comment on reports in real time. Fieldguide also stores and edits Word, Excel, and PDF files connected to engagements and workpapers. Firms can use licensed methodologies from Thomson Reuters PPC, Mercia, or CPA Canada, or use their own. Connections include GRC systems, data from more than 80 accounting, HRIS, and ticketing systems, and firm-specific integrations through a documented REST API. The platform is available on web and API. Fieldguide lists ISO 42001 and SOC 2 Type II certifications and an AIUC-1 attestation. It says data is encrypted in transit and at rest, with AWS infrastructure in United States data centers. Pricing is available on request.
Good
- Field Agents support multiple engagement tasks.
- Shared portal tracks requests, evidence, and status.
- Clients and teams can edit documents together.
- Integrates with more than 80 business systems.
- Organizations own and can export their data.
Watch out
- Pricing is available on request.
- The Field Agents' work is directed and reviewed by practitioners.
Who it suits
Fieldguide is aimed at audit and advisory firms coordinating client engagements and review work. It also lists solutions for corporate internal audit and federal and defense work.
Verdict
Fieldguide brings engagement workflows, client collaboration, documents, and AI agents into one audit and advisory platform. Its request-demo path and pricing-on-request model mean prospective buyers need to contact the company for details.
Plans and prices
From Fieldguide's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom pricing | Priced on request | Pricing available upon request |
The facts
Each one read from Fieldguide's own pages, with the date it was checked.
What it does
- Availability
- Fieldguide states it offers a financially backed SLA of 99.9% uptime and runs application monitoring and alerting 24/7.checked 4 Oct 2026
- Client collaboration
- The platform provides a shared client portal for requests, evidence, and status, with clients and engagement teams able to edit documents and comment on reports in real time.checked 4 Oct 2026
- Data protection
- The trust page says data is encrypted in transit and at rest, accounts use MFA, and AWS infrastructure is hosted in United States data centers.checked 4 Oct 2026
- Document management
- Users can store, organize, and edit Word, Excel, and PDF files in Fieldguide, with documents tied to engagements and workpapers.checked 4 Oct 2026
- Field Agents
- Its Field Agents support planning, audit testing, review, financial statements, and engagement orchestration, with practitioners directing and reviewing their work.checked 4 Oct 2026
- Identity management
- The integrations page describes SSO, SCIM user provisioning, and MFA for firm and client users.checked 4 Oct 2026
- Integrations
- Fieldguide supports GRC connections, data integrations from 80+ accounting, HRIS, and ticketing systems, and firm-specific integrations through a documented REST API.checked 4 Oct 2026
- Methodologies
- Firms can use licensed methodologies from Thomson Reuters PPC, Mercia, or CPA Canada, or deploy their own proprietary methodology.checked 4 Oct 2026
- Purpose
- Fieldguide is an AI-native platform for audit and advisory that connects practitioners, clients, and Field Agents across engagement work.checked 4 Oct 2026
- Security certifications
- Fieldguide lists ISO 42001 and SOC 2 Type II certifications and an AIUC-1 attestation.checked 4 Oct 2026
- Support contact
- The site offers prospective customers a request-demo contact path.checked 4 Oct 2026
- Target users
- Fieldguide describes its platform as purpose-built for audit and advisory firms and also lists solutions for corporate internal audit and federal and defense work.checked 4 Oct 2026
The company
- Data ownership
- Fieldguide says organizations own their data and can export it in standard formats.checked 4 Oct 2026
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