Copilot Chat sessions now support up to 30 documents – with support for more documents coming soon!

AI Actions now utilize even more powerful AI designed to improve quality and accuracy for text-based actions and basic math.

Automated Policy & Procedure Testing (beta). Fieldguide is collaborating with beta customers on an advanced AI capability to automate policy and procedure testing. If you’re interested in joining the waitlist, please contact your customer success manager.

Client On-Time Performance enables data-driven conversations with clients about Request completion, so that you can improve on-time performance and (where necessary) adjusted engagement fees. Learn More.

Milestone Status: Advanced Filtering enables you to efficiently manage engagement progress with powerful new filters! Learn More.

Team Member Activity dashboard to highlight your team’s activities within client engagements. Available for users with Premium Insights. Learn more.

Engagement Milestone Status dashboard to enable cross-engagement visibility across your portfolio of engagements. Available for users with Premium Insights.

Configurable Insights Permissions to enable expanded access to individuals on your team. Available for users with Premium Insights.

Financial Statement Automation is now available to streamline income statement and balance sheet generation based on Firm Templates

Adjustment Exports allow your team to export adjustment data to Excel to share with clients.

Account Mapping has been improved to include improved filtering and bulk update capabilities to make correcting and updating mapping faster and easier.

Add Trial Balance values to other FG sheets allows users to templatize different Workpapers at the firm-level and auto-populate them based on standardized Trial Balance data within an engagement.

Display Section totals in Sheets allows users to more easily see the total of different Audit Areas (sections), helpful for analytic review & to tie out work performed to the Financial Statements.

Engagement Lead Filtering on the Engagements screen to improve efficiency and easy of use. Learn more.

Custom Engagement IDs can now be (optionally) added to engagements during creation for teams that want to maintain consistent IDs between Fieldguide and other systems. Learn more.

HITRUST requirement scoping enhancement is now available to accelerate HITRUST workflows. Learn more.

See what’s changed on a sheet row when viewing tasks. This feature is now available in beta to help streamline reviewer workflows.

Document Sign off Dashboard now shows when a document is associated with sheet row. Learn more.

New Sheets: Sampling Actions are now available for your team to create and work with Samples in New Sheets mode. Learn More.

New Sheets: Cell Colors are now available for easier status tracking and collaboration!

New Sheets experience is now available for all Sheets in Fieldguide! Learn more.

Clean date conversion from Excel improves the formatting and readability of imported date fields. Learn More.

Greater consistency when navigating between Standard Sheets and New Sheets ensuring column width is preserved between both experiences.

Report Bullet Formatting Improvements now enable you to create fully customize bullet formats in your reports to streamline your report generation workflow!

PDF Conversion Improvements: Retaining Versions now allows you to create a new file version when converting to PDF – preserving links to the original document and ensuring the PDF is updated wherever it is linked. Learn more.

Report Builder: Merge Table Cells allows you to automatically merge cells with matching contents to improve the readability of your reports. Learn more.

Expanded File Automation Naming Rules automatically renames copied files with a Request ID to streamline your workflows. Learn more.

Keyword document search allows you to search for documents using keywords (not just document names) making it much easier and efficient to locate key documents and information.

Automated engagement, team, and client setup is now available via Fieldguide APIs. Learn More.

Fieldguide APIs now support request comments to enable more collaborative integrated experiences.

Client deletion is now restricted to System Admins to ensure important deletion actions are reserved for those with the appropriate role. Learn more.

“Invited” user status to more easily identify users who’ve not yet logged in to Fieldguide.

System Admin role. This new role helps you limit access to sensitive system permissions in Fieldguide, including data deletion abilities. Learn more.