Check out the latest product updates in June. Our team is passionate about giving you the best, most innovative platform in the industry as you serve your clients.
Fieldguide for Financial Audit
We’re thrilled to announce the launch of Fieldguide for Financial Audit, the first end-to-end AI platform specifically designed for financial audits. This groundbreaking technology promises to transform the audit landscape by enhancing efficiency, accuracy, and audit quality.
Key Features:
Smarter: AI-powered risk assessment and task automation improve productivity and thoroughness.
Faster: End-to-end audit efficiency, from trial balance mapping to one-click financial statements.
Better: Higher quality audits with trusted methodologies and real-time collaboration.
Fieldguide Summer Camp Webinar Series
Join us for Fieldguide Summer Camp – an exclusive biweekly webinar series where Fieldguide product leaders will take you on an in-depth journey through our latest innovations for Artificial Intelligence (AI), end-to-end analytics, financial audits, and more! Each session will be a deep dive into the capabilities of these products, demonstrating how they can streamline your engagements and enhance your team productivity.
🗓️ Dates
July 16: Fieldguide AI
July 31: Fieldguide Insights
August 8: Fieldguide for Financial Audit
August 22: Warren Averett and Fieldguide AI Encore Presentation
🚀 Here's what you can expect:
Catch up on the latest features from Fieldguide, including automated annotation of client documents, time tracking analytics, and AI-assisted financial audits
Learn how to drive time savings and efficiency with specific Fieldguide capabilities
Interact with Fieldguide's executives and product leaders
Don’t miss out on this chance to stay ahead with the latest advancements from Fieldguide.
Additional Product Updates
AI
AI Annotator enters private beta. Fieldguide is collaborating with beta customers on an Advanced AI capability to automatically identify key information in client documents and suggest annotations.
AI Action examples and sample prompts. See examples of how other practitioners are using AI in their engagements. Learn more
Add AI Actions to engagement templates enabling you to roll out standardized AI Actions to all your engagement types!
Insights
Expanded time savings recommendations now include platform capabilities such as AI Actions, AI Copilot, Milestones, and more!
Dynamic time savings insights tailored by engagement type. See tailored time savings estimates and opportunities for greater efficiency.
Enhanced Time Tracking exports with additional user fields.
Workflow Efficiency
“Invited” user status to more easily identify users who’ve not yet logged in to Fieldguide.
Workspace task filter improvements The Tasks modal in Workspace now remembers if you checked the "Show completed" filter.
Streamlined @ mentions for client users. When client users go to @mention another user in a comment, they will now see a more select list of users they can mention.
Resizable Workspace sidebar. You’re now able to resize the sidebar in Workspace for easier testing and review.
Unzip support for .zip files. Unzip .ZIP files directly from the document preview screen or document list view.
Sheets
Document columns available in New Sheets mode. We’re excited to add Document columns to our new, spreadsheet-like sheets experience. Document reference and formula columns are coming soon!
Columns preserved during import. Imports now include all columns in your upload sheet, not just the ones in the import template.
Filter the Documents column using text. Easily find the document you need using a word or phrase.
Improved load times for large, cross-linked engagements. Optimized experience for complex, cross-linked engagements.
Reporting
Report generation now supports formula columns. When your report tags contain a formula column, its values will now populate within the report. Learn more
Report Collaboration support for empty fields. If you have an empty Form field or empty row in a Sheet, you can now populate that directly from a Report. Learn more
Vertical Report Tags. You can now add Sheet rows in a vertical format when generating reports giving you more styling flexibility. Learn more
Report Alerts You’ll now see alerts when a report is missing Sheet sections, views, columns, rows or form fields. Learn more
Platform
APIs for Engagement setup. Firms can now set up engagements and assign team members using APIs for greater automation and interoperability. Learn more
Multi-Engagement Archiving. When you have a Reference File that's linked to multiple Engagements and one of those Engagements is archived, we now take a copy of the Reference File and store it in the archived Engagement. Learn more
System Admin role. This new role helps you limit access to sensitive system permissions in Fieldguide, including data deletion abilities. Learn more
Self-Service SSO configuration. This enables IT admins to easily setup SSO authentication for their firm with minimal support from Fieldguide. Learn more