Fieldguide
Agentic AI platform built for audit and advisory teams to modernize client service.
About Fieldguide
Fieldguide is the leader in audit-grade agentic AI for audit and advisory firms. Together, we help practices modernize their workflows with automation tuned for assurance and advisory engagements. Our partnership combines Harbor View Consulting's operational expertise with Fieldguide's intelligent platform to reduce manual work, unlock collaboration with clients, and deliver higher-quality engagements across the firm.
Client Benefits
Audit-Grade Automation
- Agentic AI tuned for audit and advisory workflows
- Streamlined evidence requests, reviews, and approvals
- Automated workpaper generation and cross-referencing
- Real-time visibility into engagement progress
Stronger Client Collaboration
- Modern, centralized client portal experience
- Shared dashboards that keep teams aligned
- Faster response cycles and reduced back-and-forth
- Secure document exchange with full audit trails
Joint Solutions & Offerings
Together with Fieldguide, we offer:
Implementation and enablement of Fieldguide workflows
Process redesign for assurance and advisory engagements
Custom automation of recurring client requests
Integration with practice management and ERP systems
AI governance frameworks tailored for audit teams
Ongoing optimization and change management support
Key Services & Expertise
Fieldguide excels in providing solutions for:
Audit engagement orchestration
Advisory workflow automation
Client collaboration portal setup
Document intake and evidence management
Agentic AI enablement and training
Analytics and insights for firm leadership
Learn More About Fieldguide
Visit Fieldguide's website to explore their full range of solutions and services.
Visit Fieldguide Website