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Fieldguide AI Platform

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A comprehensive AI platform designed for audit and advisory firms, improving efficiency and client satisfaction.

Categories: Contract Lifecycle Management (CLM), Customer Success, Revenue Operations & Intelligence

Pricing Model: Subscription

Updated: 06/05/2025

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The Fieldguide AI Platform is engineered to enhance the operations of audit and advisory firms by streamlining processes and improving client engagements. With its cloud-first approach, the platform provides enterprise-grade tools for document management, engagement management, request management, and reporting automation. It caters to firms aiming to increase margins and client satisfaction through automated and collaborative workflows. With robust capabilities in regulatory compliance, SOC readiness, cybersecurity and privacy, Fieldguide empowers firms to manage complex engagements efficiently and with greater transparency.

The platform is targeted towards modern advisory and audit firms, helping them with efficient management of internal audits, SOC 2 engagements, and other compliance processes. Its user-friendly interface reduces the time spent on drafting test procedures, thereby saving costs and improving the realization rates. Fieldguide also offers seamless integrations with popular productivity and IT tools, further amplifying its utility for contemporary business environments.

Pros:

Enhances operational efficiency for audit and advisory firms
Offers comprehensive tools for document and engagement management
Improves client satisfaction with streamlined processes
Supports a wide range of regulatory compliance requirements

Cons:

Primarily designed for larger firms
May involve a learning curve for new users
Initial implementation may require significant commitment

Features:

End-to-End Engagement Management - Manages the entire lifecycle from client onboarding to audit completion
Document Management - Enterprise-grade management of workpapers and client documents
Request Management - Automated and streamlined client request handling
Reporting Automation - One-click report generation with real-time collaboration features

Integrations:

Integration 1 - Connects with popular productivity tools for enhanced workflow
Integration 2 - Seamless integration with IT management tools for comprehensive support

Pricing:

Subscription model - Offers tiered pricing for different levels of service and support

Implementation Timeline

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Onboarding

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Sandbox

Compliance

S//OX, HIPAA, FFIEC compliant

Hashtags

AI Customer Engagement Business Process Automation Workflow Automation

Buying Persona

CRO, CFO, VP of Sales, Director, CMO, Sale Manager, RevOps, Product Marketing Manager, VP of Demand Generation, Brand Manager, Customer Success Manager, VP, FP&A Manager, Sales Finance Manager