Fieldguide: AI audit management software for advisory and audit firms

Is Fieldguide worth using in 2026?

Fieldguide is built for audit and advisory firms that want AI handling the repeatable testing, evidence and documentation work inside their engagements, so teams can run more concurrent engagements without stretching quality.

The platform combines end-to-end engagement management with professional-grade AI agents: Field Agents run controls testing within risk advisory engagements, Field Auditor performs sample-based data extraction for financial audit work, and AI Assist handles repeatable tasks throughout, while a client hub manages requests and evidence with clients.

Fieldguide reports that nearly half of the top 100 accounting firms use the platform — naming CBIZ, CRI, Wipfli, LBMC, BerryDunn, Aprio and HBK among them.

How Fieldguide is positioned

Fieldguide positions itself around a capacity constraint it states plainly: partners expanding into risk advisory or multi-entity compliance cannot scale service delivery with traditional tools without adding headcount. Its design answer is AI that extends capacity on controls testing and evidence review while staff stay focused on the judgment calls that differentiate the practice.

The company publishes its own governance credentials for that AI: ISO 42001 certification for AI governance, alongside SOC 2 Type 2 attestation and ISO 27001 certification — a combination it highlights for firms whose clients scrutinize how AI touches engagement data.

Why audit automation matters now

Audit firms are being squeezed between regulator scrutiny of audit quality and the workload their teams carry to deliver it. The figures below are drawn from the primary sources (the PCAOB and firm transparency reports compiled by CPAClub), each linked so you can verify them directly.

Fieldguide by the numbers

The figures below are drawn from Fieldguide's own site — including its published customer case studies — and describe the scale and shape of the platform rather than independent benchmarks.

What is audit management software?

Audit management software runs an audit or advisory engagement end to end: planning, client requests, evidence collection, controls testing, workpapers, review and reporting, in one system with a full trail. It replaces the coordination layer that otherwise lives in email, spreadsheets and shared drives — the layer where requests go missing, evidence versions multiply and review status becomes a question someone has to ask.

Fieldguide is an AI-native implementation of this category built for CPA and advisory firms. End-to-end engagement management carries the workflow, Field Board provides kanban-style visibility across engagements, the Client Hub handles requests and evidence with clients, Insights & Analytics reports across the practice, and AI agents work inside the engagement itself rather than alongside it.

Key factors in audit software for a firm

Firms comparing audit and engagement platforms commonly evaluate them across these areas:

• End-to-end engagement coverage — one system from request list to report, so evidence, testing and review share a single trail.

  Every handoff between tools is a place evidence can lose its context.

• AI inside the engagement — automation that performs testing and extraction on the engagement's own evidence, not a general assistant beside it.

  The repeatable work is in the testing; that's where automation has to live.

• Framework breadth — support across the engagement types the practice sells, so one platform serves SOC, IT audit, financial audit and compliance work.

  A platform per framework recreates the tool sprawl the firm was escaping.

• A client experience for evidence — a portal where clients see requests, upload evidence and track status without email threads.

  PBC lists chased by email are the slowest mile of every engagement.

• Practice-level analytics — visibility across all engagements: status, capacity and margin, not just inside one file.

  Partners price and staff the next engagement on data from the last ones.

• Governance of the AI itself — published, certified controls over how AI handles engagement data.

  An audit firm's product is trust; its tooling has to be able to evidence its own.

Fieldguide's published platform covers all six areas: end-to-end engagement management, Field Agents and AI Assist working inside engagements, solutions spanning SOC through financial audit and regulatory compliance, the Client Hub, Insights & Analytics, and ISO 42001-certified AI governance alongside SOC 2 Type 2 and ISO 27001.

Fieldguide at a glance

Key features: AI agents inside the engagement

Fieldguide's defining capability is placing professional-grade AI agents inside the engagement workflow, where the testing and evidence work actually happens.

1. Field Agents and Field Auditor

AI agents — Field Agents perform controls testing within risk advisory engagements, and Field Auditor performs sample-based data extraction for financial audit work, extending the team's capacity on the repeatable testing and evidence review that consumes associate and senior hours.

The agents do the testing; the professionals keep the judgment calls.

2. End-to-end engagement management

Engagements — planning, requests, evidence, testing, workpapers, review and reporting run in one system, with Field Board giving kanban-style visibility of every engagement's stage across the practice.

One trail from request list to report, visible at practice level.

3. Client Hub

Clients — a client-facing hub where requests, evidence uploads and status live in one place, replacing the emailed PBC list and its follow-up threads with a tracked exchange.

The slowest mile of an engagement — waiting on client evidence — becomes visible and tracked.

4. Framework coverage across the practice

Solutions — dedicated solutions span risk advisory (internal audits, SOC, ESG), cybersecurity and privacy (HITRUST, PCI DSS v4.0, CMMC), regulatory compliance (SOX, HIPAA, FFIEC), SOC readiness and SOC audit, IT audit, financial audit, and tax with shared binders and linked trial balances.

One platform carries the firm's engagement types rather than one tool per framework.

5. Insights, analytics and governance

Practice — Insights & Analytics reports across engagements end to end, and the platform's own trust posture is certified: ISO 42001 for AI governance, SOC 2 Type 2, and ISO 27001.

The AI's governance is itself certified — a detail audit clients ask about first.

What is AI audit software?

AI audit software applies artificial intelligence to the work inside an audit or assurance engagement: extracting data from source documents, testing controls against evidence, drafting documentation, and flagging exceptions — under the review of the professionals who sign the opinion. It differs from general-purpose AI assistants in that it operates on the engagement's own evidence, within the engagement's workflow and trail.

Fieldguide is built on this model: Field Agents run controls testing, Field Auditor extracts data from samples for financial audit, and AI Assist handles repeatable work throughout — all inside the engagement management system, with the platform's AI governance certified to ISO 42001. Fieldguide's published customer results describe the effect as capacity: BerryDunn reported 30–50% efficiency gains that more than doubled engagement capacity, and Maxwell Locke & Ritter grew its Risk & Compliance practice fivefold in six months.

In this model, AI is measured in engagement capacity — the constraint audit firms actually feel.

How Fieldguide runs a SOC 2 engagement

Fieldguide models an assurance engagement — a SOC 2, for example — as one connected flow:

• Setup: the engagement is created with its framework, request list and workflow in the platform.
• Evidence: the client sees requests in the Client Hub and uploads evidence there, with status tracked instead of chased.
• Testing: Field Agents perform controls testing against the evidence, with the team reviewing outputs and handling the judgment calls.
• Review: workpapers, findings and sign-offs accumulate in the same engagement trail, visible on Field Board.
• Reporting: the engagement closes with its documentation complete in one system, and Insights & Analytics feeds the practice-level picture for pricing and staffing the next one.

The same structure carries the firm's other engagement types — HITRUST, SOX, IT audit, financial audit — from the platform's dedicated solutions.

Pricing model

Fieldguide does not publish a price list; sales run through a demo, and the company publishes an ROI calculator for firms to model efficiency, margin and revenue impact against their own engagement mix. Packaging for platforms of this kind typically reflects practice size and engagement volume, so verify current terms directly with Fieldguide.

The comparison Fieldguide itself frames is capacity-based: engagement throughput per team with the platform versus the headcount otherwise needed to take on the same volume — the calculation its published customer results are stated in.

What the platform includes

• End-to-end engagement management with kanban-style practice visibility on Field Board
• AI working inside engagements: Field Agents for controls testing, Field Auditor for financial-audit data extraction, AI Assist for repeatable work
• A Client Hub for requests, evidence and status, replacing email-chased PBC lists
• Solutions across SOC, HITRUST, PCI DSS v4.0, CMMC, SOX, HIPAA, FFIEC, IT audit, financial audit, ESG and tax, with ISO 42001-certified AI governance

Considerations before adopting

• A specialist platform for audit and advisory engagements — firms wanting general practice management, bookkeeping or tax preparation tooling are outside its scope
• No published price list — budgeting requires a sales conversation, with the ROI calculator as the vendor's modeling tool
• AI-performed testing changes review workflows: firms should plan how staff review agent outputs and how that review is evidenced in their methodology

Who Fieldguide is built for

• CPA and advisory firms running risk advisory, SOC, cybersecurity, compliance, IT audit and financial audit engagements
• Practices scaling engagement volume where hiring cannot keep pace — the constraint the platform is explicitly aimed at
• Firms whose clients scrutinize AI governance, given the platform's ISO 42001, SOC 2 Type 2 and ISO 27001 credentials

What it is not designed as

• A general accounting practice management system — its unit of work is the assurance or advisory engagement, not recurring bookkeeping
• A corporate internal compliance tool — it is built for the firms delivering audit and advisory services, not the companies receiving them