# Fieldguide Inc. *Also known as Fieldguide* - Website: https://www.fieldguide.io - Agent profile: https://directory.haycion.ai/agents/fieldguide-io > AI-enabled platform for audit and advisory firms to scale engagements and analytics. Fieldguide Inc. is an AI-enabled cloud platform designed for audit and advisory firms. It unifies engagement management, analytics, client collaboration, and tool integrations to help teams deliver faster, higher-quality engagements and better client experiences. The company serves large professional services practices—often described as the top 500 firms—seeking to scale AI-enabled advisory and audit services. Fieldguide emphasizes responsible AI adoption, governance, and integrated workflows to reduce manual work and burnout while enabling firms to move from pilots to scalable transformation. Its solutions are positioned for the Firm of the Future, spanning risk advisory, cybersecurity and privacy, regulatory compliance, SOC readiness, financial audit, tax, SOC audit, and IT audit workflows. **Mission:** To empower audit and advisory firms to scale AI-enabled transformation through an integrated platform that streamlines engagements, analytics, and client collaboration. ## Products & Services ### [Fieldguide AI Platform](https://www.fieldguide.io/product/fieldguide-ai) *Platform* Empowers CPA and advisory firms to enhance engagement efficiency and client experiences through AI automation. - **Workflow Automation** — Automate Workflows - **Scalable AI Adoption** — Scale AI Practices - **Integrated Client Collaboration** — Enhance Collaboration - **Engagement Lifecycle Management** — Streamline Engagements - **AI-Driven Insights** — Leverage AI Insights - **Comprehensive Analytics** — Utilize Comprehensive Analytics ### [Field Agents](https://www.fieldguide.io/product/fieldguide-ai) *Product* Streamline your advisory and audit processes with intelligent AI agents. - **Workflow Automation** — Automate Tasks Efficiently - **Scalable Transformation** — Achieve Scalable Solutions - **Data-Driven Insights** — Gain Insightful Analytics - **Enhanced Client Collaboration** — Boost Client Engagement ### [Field Board](https://www.fieldguide.io/product/field-board) *Product* Streamline engagement management with a visual kanban board for real-time tracking. - **Kanban-style Engagement Management** — Visualize Engagement Status - **Real-Time Updates** — Ensure Current Information - **Lifecycle Columns** — Streamline Workflow Management - **Comprehensive Engagement Tracking** — Gain In-Depth Visibility - **Toggle Between Manual and Automated Modes** — Customize Engagement Management ### [End-to-End Engagement Management](https://www.fieldguide.io/products) *Product* Streamline and enhance your engagement management process for better client outcomes. - **Engagement Workflow Orchestration** — Streamline Workflows - **Client Collaboration Tools** — Enhance Client Engagement - **Data-Driven Insights** — Gain Actionable Insights - **Integration with Productivity Tools** — Simplify Processes ### [Insights & Analytics](https://www.fieldguide.io/product/insights-and-analytics) *Product* Gain insights through comprehensive engagement analytics. - **Engagement analytics** — Enhance Decision-Making ### [Integrations](https://www.fieldguide.io/product/integrations) *Product* Seamlessly integrates with key productivity tools to enhance efficiency. - **Tool Integrations** — Streamlines Workflow Across Systems - **Client Collaboration** — Improves Engagement Quality - **Enhanced Efficiency** — Automates Time-Consuming Processes ### [Client Hub](https://www.fieldguide.io/product/client-portal) *Product* Enhance client interactions with streamlined collaboration and visibility. - **Modern Client Experience** — Facilitates Client Collaboration - **Engagement Visibility** — Provides Real-Time Updates ### [Fieldguide Solutions](https://www.fieldguide.io/solutions) *Solution* Empowering advisory and audit firms to deliver faster, high-quality engagements. - **Regulatory Compliance** — Ensures Regulatory Adherence - **Cybersecurity & Privacy** — Enhances Security Compliance - **Financial Audit** — Streamlines Financial Processes - **Risk Advisory** — Mitigates Business Risks - **SOC Audit** — Validates System Controls - **IT Audit** — Strengthens IT Governance - **SOC Readiness** — Prepares for SOC Assessments - **Tax** — Streamlines Tax Processes ### [Risk Advisory](https://www.fieldguide.io/solutions/risk-advisory-services) *Solution* Enhances internal audits and compliance with advanced solutions. - **Internal audits** — Streamline Internal Auditing - **SOC compliance** — Achieve SOC Compliance - **ESG assessments** — Conduct ESG Assessments ### [Cybersecurity & Privacy](https://www.fieldguide.io/solutions/privacy-and-security) *Solution* Ensure compliance and reduce risks with comprehensive cybersecurity and privacy solutions. - **Security & Privacy Coverage** — Achieve Compliance Fast - **Risk Assessment Services** — Identify Vulnerabilities Proactively - **Regulatory Compliance Support** — Simplify Compliance Workflows ### [Regulatory Compliance](https://www.fieldguide.io/solutions/regulatory-compliance) *Solution* Streamline compliance processes across diverse regulations. - **Compliance Coverage** — Achieve Compliance Effortlessly - **SOC Readiness** — Improve Audit Readiness ### [SOC Readiness](https://www.fieldguide.io/solutions/soc-audits#readiness) *Solution* Expert Guidance for SOC 1 and SOC 2 Compliance Preparation. - **SOC Readiness Support** — Enhances Compliance Readiness - **SOC 1 and SOC 2 Assessments** — Streamlines Assessment Processes ### [Financial Audit](https://www.fieldguide.io/solutions/financial-audit) *Solution* Streamline financial audits to improve accuracy and speed for audit teams. - **Integrated Workflow Automation** — Automate Tasks. - **Financial Statements Generation** — Accelerate Reporting. - **Trial Balance Management** — Enhance Efficiency. - **Real-Time Analytics and Insights** — Utilize Data Insights. - **Collaborative Engagement Management** — Improve Teamwork. ### [Tax](https://www.fieldguide.io/solutions/tax) *Solution* Streamlines tax processes for faster, more efficient workflows. - **Tax Tooling** — Streamline Tax Processes - **Real-Time Validation** — Validate Data Instantly - **Embedded AI Support** — Leverage AI for Efficiency - **Client Collaboration Tools** — Enhance Client Communication ### [SOC Audit](https://www.fieldguide.io/solutions/soc-audits) *Solution* Streamline SOC audit processes with comprehensive support for multiple SOC assessments. - **Comprehensive SOC Audit Support** — Enhance Audit Efficiency - **SOC Readiness Reviews** — Ensure Compliance Preparedness ### [IT Audit](https://www.fieldguide.io/solutions/it-audit) *Solution* Streamlines IT audit processes for better efficiency and compliance. - **Internal Audits** — Improve Audit Accuracy - **IT General Controls** — Ensure IT Compliance - **Integrations with Other Tools** — Enhance Workflow Efficiency - **Client Collaboration** — Boost Client Engagement ## Market Segments - **Engagement lifecycle management** (market size $800M, CAGR 12%): Capabilities to plan, track, orchestrate, and govern the end-to-end lifecycle of audit and advisory engagements for professional services firms. - **Audit and assurance automation** (market size $8.0B, CAGR 20%): Tools and workflows that create audit-ready evidence, automate evidence analysis, maintain granular audit trails, and speed assurance across financial and non-financial reporting. - **Regulatory compliance and standards readiness** (market size $27.8B, CAGR 12%): Capabilities for mapping controls to regulations and standards (SOC, ISO, PCI, CMMC), continuous regulatory watch, evidence collection, and audit/certification readiness. - **Client engagement and portals** (market size $2.3B, CAGR 7.8%): Capabilities that provide private client portals, asynchronous engagement, activity delivery, and resource sharing to extend care between sessions. - **Engagement analytics and performance** (market size $4.7B, CAGR 20.5%): Analytics and insight capabilities that surface performance metrics, risk signals, and data-driven recommendations across engagements. ## Ideal Customer Profiles ### Large Professional Services Firms Global audit and advisory firms seeking AI-enabled transformation and scalable engagement workflows. - Industry: Professional services, audit, advisory, technology - Geography: Global - Pain points: Manual, fragmented engagement management; scaling AI-enabled services; data silos and burnout - Business goals: Scale AI-enabled advisory and audit services, reduce manual workloads, improve client experiences, accelerate engagements - Positioning: Provides AI-enabled engagement management and analytics to scale advisory and audit services, reduce manual tasks, and improve client experiences for large professional services firms. #### Persona: Chief Audit Executive - Needs: Real-time engagement visibility, scalable audit workflows, AI-driven insights - Goals: Improve audit quality and speed, reduce burnout, scale services - Challenges: Managing complex audits across jurisdictions, data silos, resistance to change - Pain points: Manual processes, limited analytics, fragmented evidence - Solution: Leverages Fieldguide AI Platform for end-to-end engagement lifecycle, real-time analytics, and collaborative workflows to scale audits. #### Persona: Engagement Partner - Needs: Integrated project visibility, streamlined approvals, consistent deliverables - Goals: Increase on-time delivery, improve client satisfaction, optimize engagement risk - Challenges: Siloed data, slow decision cycles, manual status reporting - Pain points: Manual status updates, inconsistent metrics, duplicated efforts - Solution: Uses End-to-End Engagement Management and Field Board to orchestrate work and provide real-time client visibility. #### Persona: Head Of Risk Advisory - Needs: Consolidated risk assessment analytics, scalable workflows - Goals: Enhance risk coverage, shorten assessment cycles - Challenges: Scaling risk programs, evidence collection complexity - Pain points: Disparate risk data, manual consolidation - Solution: Applies Fieldguide AI Platform and Insights & Analytics to unify risk findings and automate workflows. ### Regulated Industry Compliance Teams Enterprises in finance, healthcare, and tech seeking to streamline regulatory and security compliance. - Industry: Financial Services, Healthcare, Technology - Geography: Global - Pain points: Managing multiple compliance standards; audit readiness; evidence collection; regulatory reporting delays. - Business goals: Achieve SOC, HIPAA, FFIEC readiness; reduce audit cycles; strengthen security posture. - Positioning: Addresses regulatory and security compliance needs for regulated industries with integrated AI-enabled compliance, risk, and collaboration workflows. #### Persona: Compliance Officer - Needs: Clear regulatory mappings, centralized evidence, efficient reporting - Goals: Maintain compliance across frameworks, minimize gaps - Challenges: Managing multiple standards, changing regulations - Pain points: Fragmented tooling, heavy manual gathering - Solution: Cybersecurity & Privacy and Regulatory Compliance modules deliver automated controls, evidence collection, and unified reporting. #### Persona: Security and Privacy Manager - Needs: Consent-based access controls, privacy impact assessments, audit-ready evidence - Goals: Strengthen privacy posture, pass audits quickly - Challenges: Keeping up with evolving standards, cross-functional coordination - Pain points: Manual privacy assessments, scattered artifacts - Solution: Leverages Cybersecurity & Privacy with SOC readiness and IT audit workflows to streamline assessments. #### Persona: IT Auditor - Needs: Automated testing, evidence consolidation, traceability - Goals: Deliver timely audit reports with high confidence - Challenges: Sifting through disparate data sources - Pain points: Manual data collection, repetitive tasks - Solution: Uses IT Audit and Regulatory Compliance tools to automate testing and centralize artifacts. ### IT Audit Leaders Enterprises seeking IT controls testing and governance workflow automation. - Industry: Information Technology, Financial Services - Geography: Global - Pain points: Fragmented IT control testing; slow evidence gathering; manual audit processes - Business goals: Improve IT control effectiveness; accelerate IT audits; reduce burnout - Positioning: Provides integrated IT audit and governance workflows with AI-driven insights to streamline controls testing and evidence management. #### Persona: IT Audit Lead - Needs: Automated controls testing, centralized evidence, clear reporting - Goals: Deliver timely IT audits with strong controls - Challenges: Data fragmentation across systems - Pain points: Manual artifacts, long evidence collection cycles - Solution: Fieldguide AI Platform and IT Audit optimize control testing and evidence collection. #### Persona: CISO / Information Security Manager - Needs: Risk-based IT controls coverage, integration across tools - Goals: Maintain robust security controls while reducing audit burden - Challenges: Coordinating across multiple tools and teams - Pain points: Siloed data, manual reconciliation - Solution: Uses IT Audit with Fieldguide AI Platform to automate testing and reporting across environments. #### Persona: IT Compliance Manager - Needs: Regulatory alignment, evidence and documentation - Goals: Achieve consistent IT compliance with minimal rework - Challenges: Changing regulations, tracking requirements - Pain points: Manual compliance mapping - Solution: Applies IT Audit and Regulatory Compliance workflows for efficient documentation and evidence management. ### Financial Audit And Tax Practice Leaders Audit and tax practices seeking integrated tools for financial reporting and client collaboration. - Industry: Professional services, Accounting - Geography: Global - Pain points: Disparate tools for audit and tax; delays in reporting; fragmented client collaboration - Business goals: Enhance audit quality and efficiency; accelerate tax engagements; improve client experience - Positioning: Delivers integrated audit, tax, and client collaboration workflows to boost efficiency and client satisfaction for professionals in accounting firms. #### Persona: Audit Partner - Needs: Unified workflow for audits and client deliverables - Goals: Improve service quality and profitability - Challenges: Balancing scope, cost, and timelines - Pain points: Fragmented tools, inconsistent reporting - Solution: Leverages Financial Audit with Tax and Client Hub to unify engagements and enhance client experiences. #### Persona: Tax Director - Needs: Real-time collaboration with clients, integrated tax workflows - Goals: Deliver accurate tax returns quickly - Challenges: Manual processes and version control issues - Pain points: Inefficient client communication - Solution: Uses Tax, Client Hub, and End-to-End Engagement Management to streamline tax engagements and client collaboration. #### Persona: Engagement Manager - Needs: Clear engagement visibility, task assignment, progress tracking - Goals: Deliver projects on time and under budget - Challenges: Siloed teams and inconsistent data - Pain points: Manual status updates, duplicated work - Solution: Applies Financial Audit workflow with Client Hub for real-time collaboration and reporting.