Embedded AI: Chat & Actions in Every Engagement

Work moves faster
AI generates summaries and outputs, turning hours of work into minutes.
Confident, consistent output
Full context keeps work consistent, and clear labels let you review before you accept.
Right in your workflow
AI lives inside the work your team already does, ready the moment they need it.

AI Assist lives where practitioners work

Context-aware AI collaborates with practitioners, grounded in industry standards and your methodology.

Full engagement context
Draws on the workpapers, requests, and testing across the engagement
Answers where you work
Interpret evidence, pressure-test a conclusion, or check a standard right on the page, in real time
Prompt Library
Save and reuse prompts so your team asks the same way every time

Draws on the workpapers, requests, and testing across the engagement

Give AI Actions one instruction and it generates output for every row in a column at once, each drawn from that row's own context.

Bulk Actions
Generate outputs across every row at once
@Mention References
Point a prompt at a full sheet, a column, or request columns
AI Labels
See which cells AI touched last, then approve or edit to clear

Generate outputs across every row at once

AI Chat and AI Actions, embedded across every engagement. See how AI Assist works directly inside your existing workflow.

“Fieldguide AI is a significant development to positively impact our firm and the larger Advisory Services industry. AI technology enables us to work both more strategically and efficiently.”
Kurt Gresens
Managing Partner
“The Fieldguide team is focused on delivering practical AI features that genuinely improve our workflow and create time savings.”
Haley Legg
Audit & Assurance Division Leader