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

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

We’re proud to share that Fieldguide is a sponsor of The ONE 2025, happening September 18–19! 🎉 This year’s conference promises an expanded, engaging experience with fresh topics and sessions. Join us and the #CPAtheONE community to learn, connect, and shape the future of the profession. Learn more: https://hubs.li/Q03H-rgW0

Every audit and advisory leader is feeling the same tension right now — pressure to “embrace AI,” but no clear map for how to do it. Fieldguide’s AI Maturity Framework was built to change that. It’s the first roadmap designed specifically for this profession, grounded in the real workflows of audit and advisory firms. It defines six stages of AI autonomy, and at each stage, the operational, cultural, and talent shifts needed to move forward without losing the trust and quality the profession is built on. For leaders navigating shrinking talent pools, growing client demands, and rising expectations, the AMF is a way to act with confidence in an uncertain market. Read the full story on why we built the AI Maturity Framework: https://lnkd.in/gmN7nux2

“A lot of firms and their leaders that I speak to often say ‘I don’t know where to start.’ Kind of like having writers block.” — Jin W. Chang on the Independent CPA Firm Podcast That’s exactly why we built the AI Maturity Framework. So firms don’t have to guess. In this episode, Jin joins David E. Kells Jr. to talk about how firms are scaling with agentic AI, growing without increasing headcount, and getting real about leadership and tech strategy.

"Every CPA firm leader we spoke to was saying 'I know I need to invest in AI, but everyone is saying they're AI, help me cut through the noise.” — Jin W. Chang, CEO of Fieldguide Firms know they need AI. What they don’t always have is a clear path forward. That’s why we released the AI Maturity Framework—a practical, people-first roadmap for responsibly scaling AI in audit and advisory. Read the Accounting Today story: https://lnkd.in/gpc9KkH3