Fieldguide

Introducing the Fieldguide AI Maturity Framework Audit and advisory firms are facing unprecedented challenges through capacity constraints, rising client expectations, and constant regulatory change. AI offers a powerful solution, but the profession has been understandably cautious about how to adopt it responsibly. That’s why we built the AI Maturity Framework. By defining six levels of AI autonomy–from fully manual processes to fully agent-driven engagements–it gives firms the clear guidance they’ve been asking for: a practical roadmap to scale capacity, improve quality, and provide higher-value services. With the AI Maturity Framework, firms can: Empower practitioners by shifting their roles from executors to orchestrators Overcome capacity constraints with a scalable, AI-enabled delivery model Gain structured guidance for adopting AI responsibly across your firm More than a technology framework, this is a people-first path to transformation. The firms that succeed will put their professionals at the center while embracing the power of AI to shape the future of the profession. 👉 https://lnkd.in/g8kfCF_M

As AI adoption accelerates across audit and advisory, firms need assurance that the technology they adopt is built responsibly. That’s what ISO 42001 certification ensures. It’s the world’s first international standard for Artificial Intelligence Management Systems (AIMS), a rigorous framework for how AI should be developed, governed, and audited in line with global best practices. And now, Fieldguide is one of the first to achieve ISO 42001 certification for audit and advisory. This milestone reinforces what has guided us from the start: Firms deserve AI they can trust. AI that is secure, transparent, and aligned with the values of the profession. ISO 42001 builds on our SOC 2 compliance and affirms Fieldguide’s role as a trusted partner helping firms adopt AI responsibly with enterprise-grade security, auditable workflows, and the governance the profession demands. 📖 Read the full announcement: https://lnkd.in/gj28kNmG

“The next generation of firm leaders can’t win using the old playbook.” — Jin W. Chang On the WTA Profit Team Independent CPA Firm Podcast with David E. Kells Jr., Jin breaks down where firms are finding real competitive advantage and why the new guard of leaders can’t rely on the same models that got firms here. Margins are tighter. Talent pipelines are thinner. And the firms that are pulling ahead are the ones rethinking their service model now with AI that’s purpose-built for audit and advisory, not just bolted on as an afterthought.

What an incredible two days at The ONE 2025! Fieldguide was proud to sponsor this year’s conference and connect with so many inspiring leaders shaping the future of the accounting profession. From innovative sessions to thoughtful discussions, we left energized about what’s ahead for the industry. A big thank you to the organizers, speakers, and everyone who stopped by to engage with us. Until next year, #CPAtheONE!

Tired of retyping the same prompts in every engagement? Introducing the AI Prompt Library: Deploy your most trusted AI prompts across engagements. No more typing the same prompts over and over again. With the AI Prompt Library, you can: → Save your most trusted prompts once and reuse them across engagements → Ensure consistency and quality by working from the same playbook → Standardize best practices to onboard and upskill your team faster Spend less time typing and more time applying your expertise where it matters most.

The audit and advisory profession runs on rigor. Standards matter. Methodology matters. Trust matters. And that’s exactly why most generic “AI transformation” playbooks don’t work here. They overlook the reality of firm operations — engagement nuance, regulatory scrutiny, and the precision that defines this profession. We built the AI Maturity Framework (AMF) to change that. ▪️It’s the first AI roadmap designed specifically for audit and advisory ▪️Created by former auditors, shaped by years of firm feedback ▪️Tailored to the workflows, controls, and cultural dynamics that make this profession unique Because audit and advisory firms don’t need another one-size-fits-all tech framework, they need a path forward they can trust. 📖 Read the full story from our CEO, Jin W. Chang: https://lnkd.in/gmN7nux2 

AI is everywhere in accounting - but not all of it is real. Randy Johnston calls out the rise of “AI-washing” and highlights the Fieldguide AI Maturity Framework as the roadmap firms need to separate hype from impact. 📖 Read the full article below.

Most audit and advisory firms agree: AI will define the future of the profession. What’s missing is a clear path to get there.  That’s where the AI Maturity Framework (AMF) comes in. The six levels of autonomy reflect how work evolves as firms move from fully manual execution to fully AI-driven engagements. Each stage is designed to help firms adopt AI in a controlled, strategic way, making real progress without sacrificing quality, trust, or oversight. 🔗 Download the full AI Maturity Framework to see where your firm stands, and where you can go next. https://lnkd.in/g8kfCF_M 

“We don’t need another call to embrace AI. We need help understanding how.” — Jin W. Chang, CEO of Fieldguide In Accounting Today, our CEO explores why so many audit and advisory firms feel stuck on AI implementation and how the AI Maturity Framework (AMF) can help them move forward with clarity and confidence. 📖 Read the full piece in Accounting Today: https://lnkd.in/gGQVbpxn

We’re looking forward to attending PCI Security Standards Council's #PCINACM25! This is your one-stop-shop event for the latest payment security information. You can join us by registering today at the link below. Where you'll find us: Speaking session: Revolutionizing PCI DSS Assessments: How AI Drives Efficiency and Enhances Quality Wednesday, September 17, 5:40-6pm, Exhibit Hall C Vendor Showcase: Visit us in booth #19 throughout the conference Will we see you there? 👉 https://hubs.li/Q03DV_q10