Fieldguide AI Platform: Revolutionizing Advisory and Audit Firms

Fieldguide is an AI-powered platform designed to streamline and enhance the operations of advisory and audit firms. It offers a comprehensive suite of tools to boost efficiency, increase margins, and improve client satisfaction. This platform is built by and for practitioners, understanding the unique challenges and opportunities within the industry.

Key Features

• Document Management: Enterprise-grade workpaper management ensures secure and organized document storage and access.
• Engagement Hub: End-to-end engagement management provides a centralized hub for all project-related information and collaboration.
• Request Management: Automated modern request management simplifies and streamlines the process of handling client requests.
• Reporting Automation: One-click collaborative report generation saves significant time and effort in report creation and distribution.
• Client Hub: A modern, user-friendly client portal enhances client experience and communication.

Solutions for Various Needs

Fieldguide caters to a wide range of advisory and audit services, including:

• Risk Advisory: Powering risk advisory, SOC, ESG, and other advisory practices.
• SOC Readiness & Audits: Streamlining SOC audit practices for increased efficiency.
• Regulatory Compliance: Supporting compliance with SOX, HIPAA, FFIEC, and other regulatory frameworks.
• Cybersecurity & Privacy: Efficiently addressing standards like HITRUST, PCI DSS, and others.
• IT Audit: Managing IT general controls, internal audits, and certifications.
• Financial Audit: Streamlining processes related to trial balances, financial statements, and more.

Benefits and Impact

Fieldguide delivers significant benefits to firms, including:

• Increased Margins: Automation and efficiency gains lead to higher profit margins.
• Improved Client Satisfaction: Streamlined processes and enhanced communication result in happier clients.
• Revenue Growth: Increased efficiency allows firms to take on more engagements and grow their revenue.
• Enhanced Collaboration: Real-time collaboration tools foster better teamwork and communication.
• Reduced Operational Costs: Automation reduces manual tasks and associated costs.

Real-World Examples

Warren Averett, a leading advisory firm, reported a 25% increase in engagement realization using Fieldguide's automated report generation and real-time collaboration features. Maxwell Locke & Ritter experienced 5X business growth thanks to Fieldguide's efficiency improvements and innovations.

Conclusion

Fieldguide is a transformative AI platform for advisory and audit firms seeking to modernize their operations and achieve significant growth. Its comprehensive features, user-friendly interface, and proven track record make it a valuable asset for firms of all sizes. The platform's focus on efficiency, collaboration, and client satisfaction positions it as a leader in the industry.