Fieldguide AI Platform for Advisory & Audit Firms
The Fieldguide AI Platform is a cutting-edge solution designed specifically for advisory and audit firms, aiming to revolutionize the way these firms operate. By leveraging advanced AI technologies, Fieldguide not only saves time but also significantly increases margins and improves client satisfaction.
Key Features
- AI Insights & Analytics: Provides deep insights and analytics to support decision-making processes.
- Engagement Hub: Facilitates end-to-end engagement management, ensuring smooth operations.
- Request Management: Automates modern request management, streamlining client interactions.
- Document Management: Offers enterprise-grade workpaper management, enhancing document organization and retrieval.
- Reporting Automation: Enables one-click collaborative report generation, saving time and improving accuracy.
- Client Hub: Delivers a modern client experience that clients will love, fostering stronger relationships.
Benefits
Fieldguide has been recognized with multiple Technology Innovation Awards and is trusted by top 500 firms. It helps firms streamline various engagements, including SOC 2, financial audits, PCI DSS assessments, and internal audits. The platform is built by and for practitioners, ensuring it meets the specific needs of advisory and audit firms.
Use Cases
- Risk Advisory: Powering risk advisory, SOC, ESG, and advisory practices with efficient tools.
- Regulatory Compliance: Supporting frameworks like SOX, HIPAA, FFIEC, and more.
- Cybersecurity & Privacy: Efficiently addressing standards such as HITRUST and PCI DSS.
- Financial Audit: Assisting with trial balances, financial statements, and other critical tasks.
Real-world Impact
Fieldguide has been instrumental in helping firms like Warren Averett increase engagement realization by up to 25%. Partners like Kate Williams from Maxwell Locke & Ritter praise Fieldguide for its streamlined, cloud-first approach, which has contributed to a 5X business growth.
Conclusion
The Fieldguide AI Platform is more than just a tool; it's a comprehensive solution that empowers advisory and audit firms to operate more efficiently, profitably, and client-centric. With its award-winning AI and robust features, Fieldguide is setting the standard for the future of advisory and audit practices.
