Tool profile
Fieldguide: cost, fit and limits
Fieldguide is an agentic audit and advisory platform made by Fieldguide, Inc. in San Francisco that runs planning, testing, review and financial statement drafting through named AI agents, with practitioners reviewing the output. It serves CPA firms, internal audit teams and federal assurance work.
What to know first
Fieldguide reads like an engagement system with agents attached rather than an evidence add-on. Five named agents cover planning, testing, review, financial statements and an orchestrating chat interface, sitting on client request management, document management and working papers. The site shows no price, no plan names and no trial. What it does show is a trust page with unusual detail, including an AI management standard.
Fieldguide at a glance
| Maker | Fieldguide, Inc., United States |
|---|---|
| Free plan | No |
| Entry price | Quote only |
| API access | No |
| Category | Best AI Audit Management Software in 2026, rank 2 of 10 |
| Website | fieldguide.com |
Who Fieldguide is best for
Mid-size and large CPA firms
The about page says Fieldguide serves half of the top 100 US accounting firms, and its agents are built around the engagement lifecycle that firms already run.
Teams doing SOC and employee benefit plan audits
The site lists SOC audit, employee benefit plan audit, IT audit and ESG as engagement types the methodology and frameworks cover, beyond financial audit.
Internal audit and advisory groups
Fieldguide lists internal audit, cybersecurity and privacy, regulatory compliance and forensics under advisory, so a corporate team can use it for control testing as well.
Federal assurance providers
The home page states the platform is FedRAMP certified and runs agentic testing across federal compliance frameworks, which few audit tools claim.
Fieldguide plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Fieldguide Audit and engagement platform | Quote only | Planning and risk assessment, substantive testing, trial balance and consolidation, working papers, client hub, request management and document management. No amounts shown. |
| Field Agents | Quote only | Field Planner, Field Auditor, Field Reviewer, Field Financials and Field Orchestrator. The site shows no separate agent pricing or usage metering. |
| Federal and advisory offerings | Quote only | Engagement solutions for federal and defense work and for advisory, internal audit and regulatory compliance. Reached through a demo request. |
Checked November 2026.
What Fieldguide does
- Field Planner and Field Auditor
- Planner assembles planning with evidence for practitioner review. Auditor runs end-to-end testing and evidence verification, and both hand work to a human before it counts as done.
- Field Reviewer
- Checks that workpapers are complete and supported, and lists open items and exceptions before sign-off, which moves a reviewer's first pass from reading everything to reading exceptions.
- Field Financials
- Drafts financial statements, ties figures to audited engagement data and builds disclosures. The agent was announced alongside a Fieldguide MCP and a refreshed brand. Reviewers can then check the numbers against engagement data.
- Field Orchestrator
- A single conversational interface for directing an engagement from planning to sign-off, so a manager asks for status or a task instead of navigating each module.
- Fieldguide MCP
- The vendor announced an MCP connection for the platform, which lets approved external AI tools reach engagement data. The pages did not describe its permissions.
How Fieldguide handles your data
Fieldguide's trust page lists ISO 42001, SOC 2 Type 2 and a use-control attestation, encryption in transit with SHA-2 certificates and AES-256 at rest on Amazon Web Services data centers in the United States, multi-factor authentication for all accounts, and a financially backed 99.9 percent uptime SLA. It offers a Data Processing Addendum with Standard Contractual Clauses for EU transfers and says it does not sell or share data. Its AI terms bar customers from using AI features to develop machine learning models. The pages did not state whether customer data trains Fieldguide's own models.
Where Fieldguide falls short in practice
- No public price or plan structure. The site shows only demo requests, so seat terms, agent metering and the cost of a second engagement type cannot be checked in advance. Budgeting needs a full quote.
- US hosting stated, no EU region. The trust page names AWS data centers in the United States, and the privacy policy says data is processed there. European firms rely on contractual transfer clauses rather than a stated local region.
- Customer carries responsibility for AI output. The AI terms say the customer is solely responsible for AI output and must review it before publishing. The agents reduce preparation work but do not move liability away from the engagement team.
Works with
Alternatives to Fieldguide
Fieldguide: common questions
Does Fieldguide have a free trial or published price?
The pages we read show neither. The site routes visitors to a demo request and the contact form asks for practice areas. Ask for a quote that separates users, agents, engagement types and storage, and confirm what the renewal terms say.
Which certifications does Fieldguide list?
The trust page names ISO 42001, SOC 2 Type 2 and a use-control attestation verified through external assessment. The home page separately states the platform is FedRAMP certified. Ask for the reports and certificates themselves and check their scope and dates before relying on the badges.
Where does Fieldguide store engagement data?
The trust page says the cloud runs on Amazon Web Services data centers in the United States, and the privacy policy says data is transferred to and processed in the United States. It offers Standard Contractual Clauses and a Data Processing Addendum. No EU region was named on the pages we read.
Can Fieldguide agents be used for IT or SOC audits?
The site lists SOC audit, IT audit, employee benefit plan audit and financial audit among its engagement types, and the agents run across planning, testing and review. How deep the agent coverage goes for each engagement type was not stated, so test it on a closed file.
What does Fieldguide's AI policy say about model development?
Its AI Supplemental Terms prohibit customers from using the AI features to develop machine learning models or related technology. They also make the customer responsible for AI output and require manual review before publishing it. The terms we read did not say how Fieldguide itself uses customer data.