Audit solutions provider
"When we started Fieldguide, the question was whether AI could make audit and advisory teams faster inside the workflows firms already use. Today, that question has changed. It is now how professional judgment and AI agents work together across a full engagement," said Fieldguide co-founder and CEO Jin Chang in a statement Wednesday. "Field Financials and Fieldguide MCP move that forward. Together with our refreshed brand, they mark our clearest step yet toward building the agentic firm, where AI amplifies practitioner expertise across every stage of an engagement."
Field Financials is part of the company's growing list of Field Agents, which also include Field Auditor for audit and advisory engagements, Field Orchestrator for audit testing, and the upcoming Field Planner and Field Reviewer agents. The latest solution sports a set of three AI agents built for financial audit engagement teams in order to aid with preparation.
The Drafting Agent produces a rolled-forward, formatted first draft by referencing the prior-year report and linking it to current-year trial balance data. A Review and Tie-Out Agent runs continuous, deterministic validation and flags stale overrides whenever adjustments are made to underlying trial balance data. A Disclosure Agent rolls forward footnote language and populates schedule-driven disclosures. Fieldguide said these three agents are just the beginning, as there are plans to introduce additional agents soon.
Meanwhile, Fieldguide MCP connects live engagement data directly with the AI tools firms already use, including Claude, Copilot and Gemini, alongside connectors for platforms such as Slack, Google Drive, and the Microsoft suite. The MCP, which can be thought of as similar to an API but for AI agents, lets practitioners ask about engagement status, open requests and overdue items in plain language, and take routine actions such as posting a comment or starting a new engagement from a template.
Both products spent some time in testing before general release; the MCP has been available to select customers for the past month, while Field Financials was developed in cooperation with several large firms over the past year. Drafting Agent is the first sub-agent available, and will be followed by Review and Tie-Out Agent and Disclosure Agent in the fall.
The announcement comes just two months after the company announced long horizon agents capable of completing substantive testing workflows in audit engagements (
