Fieldguide

“"At the end of the day, AI does not replace your judgment," she said. "Auditor judgment and human intelligence remain essential."”

“"Something Fieldguide uniquely did was show the agent working, show that thought process behind it," Holly said.”

“"Auditors are skeptical by nature; that's their job," Holly said. "They're going to say, how did it come up with that number?"”

“"Last November we were skeptical of Fieldguide," Holly said.”

“"We just kept saying we want an all-in-one platform, and nobody has it," Holly said. "We piloted a lot of different software platforms that claim to have that, and we felt they all fell short."”

“"Previously, a number of our systems didn't talk to each other," Holly said. "You’d have to go to one system to update your workflow, another to get document request lists from clients, and another to manage an engagement’s trial balance. You're logging in and out of a lot of different systems, and it makes it very hard for new team members and incoming firms to learn."”

“The fear of AI usually subsides once you give it a try, and our professionals are still integral to every engagement, reviewing and validating. AI doesn’t replace professional experience and judgment.”

“We have witnessed team engagement skyrocket," said Alexis Kennedy, Partner of Advisory Services at Weaver. "Our staff want to use great technology. Being able to give them software like Fieldguide has helped us think outside the box and gives them the opportunity to be more efficient and achieve higher quality work.”

“Clients appreciate the efficiency and transparency. They like being able to see exactly where things stand, and it helps them have more visibility into the process. It strengthens the relationship.”

“As a reviewer, it’s a huge improvement to know I’m always looking at the latest information,” said Neha. “That level of visibility gives me confidence and ensures the integrity of the review process.”

“We were focused on maintaining our methodology and adopting a tool to enhance what we’d already built, amplify what we were doing and create efficiencies gained. We didn’t want to sacrifice our methodology just to fit into technology. Fieldguide allowed us to configure the program in a way that minimized disruption to clients while strengthening the way we already work.”

“Clients notice when you’re leveraging technology to make their lives easier,” Patel said. “Fieldguide helps us deliver on that promise. It’s not just efficiency, it’s a differentiator in the client’s experience with our team.”

“Technology adoption is not optional anymore. It’s central to how we serve clients, how we attract talent and how we grow. Fieldguide gives us the ability to do all three.”

“Fieldguide helps us feel like we’re next to each other in the office, despite not being physically next to each other.”

“Fieldguide has improved communication and transparency with Forvis Mazars’ clients. They can see the progress of their PCI assessments in real-time, and they can provide feedback or ask questions. The real-time collaborative nature of Fieldguide has increased trust and client satisfaction.”

“Comments and feedback on the evidence and reports have substantially improved the client experience. Clients like how quickly they can respond to comments from team members and provide clarifications or additional information.”

“Clients like how easy it is to see everything that’s going on with the PCI assessment. They appreciate how much easier engagements are now, which saves them time and eliminates any confusion.”

“Fieldguide’s PCI reporting is a lifesaver. It saves our team hours and hours of time and effort, as it eliminates error-prone Word templates and manual copying and pasting from spreadsheets. Fieldguide reporting also improves client satisfaction by ensuring that the ROC is accurate and consistent with the evidence and findings.”

“I don’t want disparate points of truth across an engagement... it just all needs to happen in one place. With Fieldguide, all information is in one place, providing a single point of truth for the engagement. Information is consistent at every step.”

““For me, there’s nothing that makes me happier than 22-23 year old staff members bringing new ideas to the table. Coming out of school, they know tech better than we do, they know what’s out there and I want to hear their ideas. Fieldguide’s quick product iteration cycle is encouraging our staff to come up with more ideas.””

““We hired an Audit Coordinator to become a SME of Fieldguide. This frees up our management staff to focus more on growing the firm and strategic initiatives… I was spending up to 20hrs/week doing list of materials, reviews, creating engagement letters - all things that we’ve empowered our staff to do through Fieldguide.””

““One of our larger clients is almost done with their audit as of March 31, where last year it lasted up until December. Everything was much more efficient this year - it is way faster to gather materials and much less back-and-forth is needed with our clients.””

““We were originally sending 4 people onsite for 1 job, but we now have 2 people working remotely on 1 job… our team is now doing 3-4 audits a week with the new team structure. Historically it might’ve been 1 engagement, 2 at the most.””

““Clients are loving it across the board, I haven’t heard any complaints. Once they understand the Fieldguide phrases (like requests, tasks, discussions), they go ‘Oh this makes way more sense, this is much easier.’"”

““Organizing client requests was the #1 priority we were looking to better manage. A lot of followup requests have gone away with Fieldguide, since our requests are mapped so closely to controls.””