Skip to main content
Fieldguide logo
Risk & ComplianceEstablished · 5 yrs on market

Fieldguide

Agentic audit and advisory platform that lets firms run engagements with AI Field Agents reviewed by practitioners

By Fieldguide · 4.5/5 Value-Position score (estimate)

Positioning guardrails

Best for

  • Audit and assurance teams at accounting firms running financial, SOC, IT or employee benefit plan audits
  • Advisory and consulting practices spanning risk advisory, cybersecurity, internal audit and regulatory compliance
  • Corporate internal audit departments that need to cover more of the audit plan
  • Federal and defense engagements requiring testing across compliance frameworks
  • Firms with documented methodologies that want agents to execute work end to end

Ideal size: 50–1,000+ practitioners people · Established audit or advisory firm with documented methodology and dedicated technology ownership

Not for

  • Very small practices wanting low-cost self-serve tools with published list pricing
  • Firms unwilling to standardize or document their engagement methodology
  • Buyers needing a no-configuration product with no methodology mapping or rollout effort
  • Teams whose work falls outside audit, risk and compliance engagements

Value metrics scorecard

Time-to-Value

Not disclosed; assume 4–8 weeks

~30 days to first production value

Total Cost of Ownership

On request

Custom enterprise pricing; not published publicly. Buyers must request a demo/quote.

Implementation Friction

3/5

Engineering + admin effort required

Value-Position score

4.5

out of 5 · model estimate

Full cost breakdown

Mandatory implementation fee

None

Seat tiers

Not published; contracted per firm via sales

Add-on costs

  • None

Company & support

Who is behind Fieldguide, and how your team gets help once it is live.

We haven’t recorded company or support details for Fieldguide yet. Nothing here means unverified — not absent.

Market position

Where Fieldguide sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.

Quadrant view

Typical annual cost × Time-to-value

$0/yr$1/yr27d29d30d31d33dAnnual TCO ← betterDays to value better →Quick & CheapQuick & PriceySlow & CheapSlow & PriceyFieldguideDISCOEverlawCaseWareRisk LedgerNordPass

The lines cross at the median of the solutions shown, so about half sit on each side of each line. A dashed ring marks an outlier pinned to the edge; hover for its value.

Fieldguide is outlined. Click any dot to open its dossier.

Companies on the chart 6 / 10

  • Fieldguide
  • DISCO
  • Everlaw
  • CaseWare
  • Risk Ledger
  • NordPass
Add or change companies

Up to 10 companies including Fieldguide. Listed closest first.

Stack fit signal

Compatibility with standard B2B ecosystems.

MCPNot supported

No supported MCP path today, so it cannot be driven from an AI client.

SalesforceNot supported
AWSNative
SnowflakeNot supported
HubSpotNot supported
Google WorkspaceNot supported
Microsoft 365Not supported
SAPNot supported
SlackNot supported

AI & MCP readiness

What Fieldguide ships in AI, and what it asks of your ecosystem.

AI features shipped

AI added to an existing product
Agentic workflowsDocument processing

Sources describe Field Agents executing engagement work end to end: planning, testing, evidence verification, review of open items, and drafting financial statements with disclosures. No vendor page states which models are used, whether customer keys are accepted, whether AI actions are logged or exportable, or how AI is priced.

Your data & models

Trains on your data
Not recorded — ask the vendor
Runs on
Not recorded
AI pricing
Not recorded

In your ecosystem

AI connection
Not supported
Model key
Not recorded
AI usage audit
Not recorded

Compliance attestations

SOC 2 ISO 27001 — not listedGDPR HIPAA — not listedFedRAMP — not listedISO 42001 IAPP AIGP* — not listed

* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.

Bottom line

Fieldguide is an agentic audit and advisory platform for accounting, advisory and internal audit teams. Its Field Agents execute engagement work—planning, testing, evidence review, financial statement drafting—while practitioners review the results. Over half of the top 100 US accounting firms work with Fieldguide, including 8 of the top 10. It holds ISO 42001 and SOC 2 Type 2 certifications, runs on AWS, and lists Fieldguide MCP. Pricing is not published.

Frequently asked questions

What will Fieldguide cost us, and how is it priced?

Fieldguide does not publish pricing. The site routes buyers to a demo request, and quotes are custom to the firm, its practice areas and engagement volume. No seat minimums, tier prices, implementation fees or AI add-on charges are disclosed on the vendor pages, so budget must be confirmed with sales. Treat any cost figure as unverified until you receive a written quote, and ask specifically whether AI/agent usage is included in the subscription or billed separately.

What security and compliance certifications does Fieldguide hold?

The trust and security page states ISO 42001 (AI management systems) and SOC 2 Type 2 (security, availability and confidentiality controls over time), plus a use-control attestation. AWS-hosted infrastructure provides the underlying environment; Fieldguide offers a financially backed 99.9% uptime SLA, encryption in transit and at rest (AES-256), mandatory multi-factor authentication, annual risk review, vendor vetting and a documented secure SDLC. GDPR and CCPA support is described through a Data Processing Addendum and Standard Contractual Clauses for EU-to-US transfers.

Is our engagement data used to train AI models?

The available vendor pages do not state whether customer data or content is used to train or improve AI models, so buyers should confirm this in contracting. What is stated: your organization owns its data, data can be exported in standard formats, deletion requests go to [email protected], and Fieldguide says it does not sell or share data with third parties. A limited number of subprocessors support operations under least-necessary access, and the subprocessor list is published.

How long does implementation take and how much configuration is required?

Fieldguide does not publish implementation timelines on the pages reviewed, and no mandatory implementation fee is stated. The product is positioned around running agents on your firm's own methodology, which implies methodology capture and configuration before fieldwork value. Buyers should ask for a phased rollout plan, reference timelines from comparable firms, and clarity on who owns methodology mapping and training during onboarding.

Does Fieldguide support MCP and integration with our existing systems?

Fieldguide lists Fieldguide MCP as a platform product and announced it alongside Field Financials, which signals a vendor-provided Model Context Protocol server; the same page names an Integrations capability. No specific connectors, ERPs, data warehouses or model providers are named on the pages reviewed, so confirm target systems, authentication and data-flow details with the vendor before assuming fit.

Which firms already run on Fieldguide?

More than half of the top 100 US accounting firms partner with Fieldguide, including 8 of the top 10. Public case studies and quotes cover Aprio, BerryDunn, Forvis Mazars, Sanville & Co, Warren Averett, Weaver and KPMG, with reported outcomes such as BerryDunn more than doubling engagement capacity and a 66% reduction in drafting test procedures. The vendor reports an 84 net promoter score with its clients.