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Introducing Field Orchestrator: The Intelligence Layer for Financial Audit.

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Introducing Field Orchestrator: The Intelligence Layer for Financial Audit.

Learn More

Solutions for SOC Audit

A centralized, AI-native platform that manages every SOC engagement from initial requests to final reporting.

SOC Audit
  • Improve realization rates

    Automate testing, documentation, and reviews, freeing your team for higher-value work.

  • Smarter controls testing

    Our Testing Agent calibrates to your firm's standards using prior-year workpapers.

  • Apply trusted methodology

    Use Thomson Reuters methodology out of the box, or apply your own firm's standards.

  • One-click SOC reports

    Generate compliance reports quickly and prepare clients for their next SOC examination.

Support every SOC framework you need

  • SOC 1

    Execute the full SOC 1 lifecycle, from risk assessments through to setting custom control objectives, testing & reporting.

  • SOC 2

    Field Auditor executes controls testing to support TSCs, validates evidence, and documents results automatically, end-to-end.

  • SOC for Cybersecurity

    Tailor controls to each client and generate reports that provide assurance of their cybersecurity risk management programs.

  • SOC for Supply Chain

    Centralize documentation that identifies risks and how clients address them throughout their supply chain processes.

Field Agents execute across the SOC engagement

Field Planner

Builds your SOC engagement plan from your methodology, client scope, and prior-year workpapers, ready for review in minutes.

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Field Planner

Field Auditor

Runs the full request-to-testing cycle for SOC controls, sending client requests, validating evidence, and executing test procedures end to end.

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Field Auditor

Field Reviewer

Surfaces exceptions and judgment calls across every control tested, so review time goes to what actually needs a practitioner.

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Field Reviewer

Field Orchestrator

Coordinates every agent and phase of the SOC engagement, so you can check status, reassign work, or escalate from one conversation.

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Field Orchestrator

Real results from firms

  • 55%

    reduction in engagement hours

  • 90%

    time savings on testing

  • 4x

    engagement capacity

What practitioners are saying

  • Chris Ellingwood
    Fieldguide makes engagements much more efficient. It is way faster to gather materials and much less back-and-forth is needed with our clients.

    Chris Ellingwood

    Principal

  • Angela Haasch
    We are able to use the data from Fieldguide Insights to share with our team and identify specific actions they can take that could save us hundreds of hours per year.

    Angela Haasch

    Principal

  • Neha Patel
    Clients appreciate the efficiency and transparency. They like being able to see exactly where things stand, and it helps strengthen the relationship.

    Neha Patel

    Partner, Governance, Risk & Compliance Services

Watch a SOC 2 engagement run end to end, live. See Field Agents execute a real SOC audit, start to finish, at our Agents at Work webinar.

Register Now