Available On-Demand

Agents at Work

Internal Audit

Client expectations are rising and regulatory scrutiny is intensifying. Talent is harder to retain, and margins remain under pressure. Yet traditional tools weren’t built for how firms operate today.

In this 45-minute demo, see how AI agents accelerate Internal Audit across the full engagement lifecycle within Fieldguide’s end-to-end, AI-native platform. From risk assessment through reporting, firms improve quality and efficiency with real-time KPIs, milestone tracking, and centralized navigation - while auditors remain firmly in control.

We'll Cover

  • AI-Assisted Risk Assessment – Accelerate planning with AI-powered control and risk mapping, risk scoring, and contextual analysis that keeps auditors in control of judgment and methodology.

  • Dynamic Test of Design (TOD) – Structure workpapers with database-backed Sheets and generate AI-powered design procedures and control attributes with standardized documentation for IPE/IUC and MRCs.

  • Embedded Test of Operating Effectiveness (TOE) – Execute testing inside connected workpapers with integrated tasks, requests, documents, and sign-offs from sample selection through completion.

  • Automated Evidence Validation – Automate evidence reconciliation, audit period validation, and contextual review before substantive testing begins.

  • AI Testing Engine – Run configurable agents that perform document relevance analysis, map evidence to procedures, execute substantive testing, and draft findings with transparent, reviewable reasoning.

  • Reporting & Practice Insights – Generate dynamic reports directly from live workpapers and gain real-time visibility into budgets, workload, client responsiveness, and engagement health across the practice. 

Register Now

Meet the Speakers

Rachel Aguilera

Senior Solutions Engineer

Nathan Breidenbach

Senior Solutions Engineer

Trusted by industry leaders

Fieldguide is the modern, award-winning platform that powers many of
the largest advisory and audit firms.

Kate Williams
“Software for accounting firms is notoriously outdated, slow, and hard to use. Fieldguide is different – itʼs a more streamlined, cloud-first approach.”

Kate Williams

Partner, Maxwell Locke & Ritter

5X
Arrow Up
Business Growth

Fieldguide innovations and efficiencies helped Maxwell Locke & Ritter grow their practice by 5X

Kurt Gresens
"Fieldguide AI is a significant development to positively impact our firm and the larger Advisory Services industry. AI technology enables us to work both more strategically and efficiently."

Kurt Gresens

Managing Partner, Wipfli

66%
Arrow Up
AI Efficiency

Fieldguide customers spend 66% less time drafting test procedures with AI

Chris Ellingwood
"Fieldguide makes engagements much more efficient. It is way faster to gather materials and much less back-and-forth is needed with our clients."

Chris Ellingwood

Principal, BerryDunn

50%
Arrow Up
Efficiency Gains

BerryDunn has greater visibility throughout the audit process, helping reduce confusion over missing materials and aligning on open tasks

Paul Perry
"Fieldguide helps us feel like we’re next to each other in the office, despite not being physically next to each other.”

Paul Perry

Practice Leader, Warren Averett

25%
Arrow Up
Higher Realization

Warren Averett increased engagement realization by up to 25% with automated report generation and real-time collaboration on controls