Fieldguide

Fieldguide is a platform for automating audit and consulting workflows. It uses AI to reduce manual work by processing uploaded documents, generating reports, and tracking audit progress in one place.

What it does

• Upload and organize audit and engagement documents
• Analyze materials with AI to speed up review and preparation
• Generate reports and keep workpapers up to date
• Track engagement status and progress across tasks

Collaboration and security

• Built-in client portal for smoother consultant–client communication
• Secure data storage with role-based access controls

Integrations and fit

• Integrates with corporate systems and common office tools
• Suitable for teams of different sizes, with scalability as needs grow

Compared with tools like CaseWare and AuditBoard, Fieldguide focuses on deeper automation with AI, including data collection, analysis, and notifications rather than relying mainly on templates and manual task management. Using the platform typically requires a modern IT environment and staff onboarding; documentation and training materials are available from the developer.