Fieldguide is an AI-powered engagement platform designed specifically for Assurance and Advisory firms, utilizing machine learning algorithms to enhance client interactions and streamline workflows. The platform addresses inefficiencies in client engagement processes, enabling firms to improve service delivery and increase operational productivity.
Funding
$50M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
EGFounders
Product
Problem
Assurance and advisory firms face challenges in managing client engagements efficiently, leading to reduced margins, increased operational costs, and difficulties in scaling their practices. Traditional methods often involve outdated software, manual processes, and fragmented communication, hindering productivity and client satisfaction.
Solution
Fieldguide offers an AI-powered platform designed to streamline and automate the entire engagement lifecycle for assurance and advisory firms. The platform provides tools for engagement management, document management, request management, and reporting automation, all integrated with AI-driven insights. By automating routine tasks, facilitating real-time collaboration, and providing end-to-end analytics, Fieldguide enables firms to increase margins, improve efficiency, and deliver a modern client experience. The platform supports various services, including SOC audits, financial audits, risk advisory, cybersecurity & privacy assessments, and regulatory compliance, ensuring firms can scale their practices effectively.
Target Audience
Fieldguide primarily targets assurance and advisory firms, including Top 500 firms, looking to modernize their practices, improve efficiency, and scale their operations across various audit and advisory engagements.
Features
- AI-powered assistance for test procedure creation, document analysis, and recommendation generation
- End-to-end engagement management from scoping to final report
- Automated request management with a client-friendly portal
- Collaborative document management with automated workpaper association
- One-click report generation with real-time collaboration capabilities
- Customizable risk control libraries for various frameworks (SOC, SOX, HIPAA, NIST, etc.)
- Integration with popular productivity and IT tools
- Client Hub for secure communication, document sharing, and progress tracking
- AI Agents that autonomously execute workflows with precision and control