Fieldguide AI Platform

Fieldguide AI Platform

Fieldguide offers an AI-driven platform designed to streamline advisory and audit processes, enhancing efficiency and client satisfaction through innovative tools.

Location: United States
Software Type: Web App

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Description

Fieldguide is a comprehensive AI-powered platform designed specifically for modern advisory and audit firms. It offers a suite of tools including an Engagement Hub, Client Hub, Document Management, Insights & Analytics, and Request Management, all aimed at enhancing efficiency and client experience. The platform integrates various productivity and IT tools, streamlining processes such as document management and reporting. Fieldguide also provides solutions tailored to specific needs like Risk Advisory, Financial Audit, Cybersecurity & Privacy, SOC Audits, and Regulatory Compliance, helping firms navigate the complexities of the audit landscape. With features like AI-powered request management and automated document analysis, Fieldguide aims to transform the client experience by minimizing manual tasks and improving communication.
Fieldguide’s Engagement Hub allows firms to manage the entire engagement lifecycle efficiently. The Client Hub enhances communication and collaboration with clients, ensuring a seamless experience. Document Management features automate workpapers, reducing the burden of manual documentation. Additionally, the Insights & Analytics tools provide real-time data to support decision-making, while Request Management simplifies client interactions with automated processes. By leveraging AI and automation, Fieldguide empowers firms to improve productivity, enhance client satisfaction, and drive revenue growth.

Features

Engagement Hub

An end-to-end platform for managing audit engagements, improving team collaboration and project oversight.

Client Hub

A modern client experience portal that enhances communication and maintains transparency throughout the engagement process.

Document Management

Automated workpaper management that streamlines document handling and ensures compliance with audit standards.

Insights & Analytics

Advanced analytics tools that provide valuable insights into engagement performance and client needs.

Request Management

AI-powered automation for managing client requests efficiently, improving response times and client satisfaction.

Tags

AIadvisoryauditautomationclient managementdocument processing

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support