🪙 Automating Audit and Advisory Services

Today's Highlights

  • FieldGuide - from startup to AI powerhouse in the audit sector
  • Learn - a couple of courses to further your knowledge in AI
  • In Other News - a few interesting developments we're tracking

FieldGuide - Auditing AI Dominance

FieldGuide is an AI-powered platform revolutionizing the advisory and audit services sector. Launched to address the growing demand for efficient and high-quality audit and advisory services, FieldGuide offers a suite of tools designed to enhance the productivity and satisfaction of practitioners and clients alike.

FieldGuide’s platform integrates AI to automate various aspects of the audit and advisory process. This includes drafting control tests, managing document requests, and assessing document adequacy for specific control activities. By automating these tasks, FieldGuide allows practitioners to focus on higher-value activities, thereby increasing productivity and reducing the tedium associated with repetitive tasks. Engagement Hub is a core part of FieldGuide’s offering, streamlining the lifecycle management of engagements from initiation to reporting. It helps in boosting profits and productivity by automating engagement scoping, execution, and review processes.

FieldGuide offers integrated, collaborative document management tools that support enterprise-grade workpaper management. This system is designed to improve the engagement quality by ensuring all documents are adequately managed and accessible throughout the engagement process​. A modern digital experience is provided for clients through the Client Hub, which transforms how clients interact with audit and advisory firms. This hub includes features like modern, client-friendly request management that enhances the overall client service experience.

This company was founded by Jin Chang and Chris Szymansky. To date, they have raised $30 million.


📚 Learn

Peter Childs
Kelvin Lwin

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