Fieldguide Rolls Out Field Financials and Fieldguide MCP

Agentic audit and advisory platform Fieldguide this week introduced two new platform capabilities: Field Financials and Fieldguide MCP.

“When we started Fieldguide, the question was whether AI could make audit and advisory teams faster inside the workflows firms already use. Today, that question has changed. It is now how professional judgment and AI agents work together across a full engagement,” Jin Chang, co-founder and CEO of Fieldguide, said in a statement on Aug. 12. “Field Financials and Fieldguide MCP move that forward. They mark our clearest step yet toward building the agentic firm, where AI amplifies practitioner expertise across every stage of an engagement.”

Field Financials is a new Field Agent for financial audit engagement teams that Fieldguide says replaces the fragmented mix of reports and spreadsheets historically required to prepare financials. It includes three coordinated agents that draft, validate, and roll forward disclosures, each one working from the firm’s own prior-year reports and live trial balance data:

Drafting Agent produces a rolled-forward, formatted first draft by referencing the prior-year report and linking it to current-year trial balance data;
Review and Tie-Out Agent runs continuous, deterministic validation and flags stale overrides whenever adjustments are made to underlying trial balance data; and
Disclosure Agent rolls forward footnote language and populates schedule-driven disclosures.

“When something upstream changes, the agents catch it. Practitioners stay in the reviewer’s seat, where their judgment matters most,” Chang wrote in a blog post about the new platform capabilities on Aug. 12.

Field Financials is now available to all customers. Drafting Agent is the first sub-agent available and will be followed by Review and Tie-Out Agent and Disclosure Agent in the fall, according to Fieldguide.

Field Financials joins Fieldguide’s growing family of Field Agents. Field Auditor, available today for both audit and advisory engagements, runs request analysis, end-to-end testing, and evidence verification, reviewed by practitioners. Field Orchestrator, available today for audit, coordinates that testing through natural language so practitioners direct the work while agents execute it. Field Planner and Field Reviewer, rolling out later this year for both audit and advisory, expand the Field Agent family.

Additional Field Financials agents will be introduced in the future, Fieldguide says.

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Fieldguide MCP connects live engagement data directly into the artificial intelligence tools firms already use, including Claude, Copilot, and Gemini, alongside connectors for platforms such as Slack, Google Drive, and the Microsoft suite. Built on Model Context Protocol, Fieldguide MCP lets practitioners ask about engagement status, open requests, and overdue items in plain language, and take routine actions, such as posting a comment or starting a new engagement from a template.

“Here’s a pattern we kept hearing from firms: practitioners love their AI tools, but those tools can’t see the engagement. So people copy, paste, summarize, and shuttle context back and forth by hand,” Chang wrote. “Fieldguide MCP closes that gap. Live engagement data now flows directly into Claude, Copilot, Gemini, and the collaboration tools firms already run on, so a practitioner can check status, chase down open requests, or kick off routine actions without switching contexts.”

Fieldguide MCP has been rolling out to customers since July, beginning with look-ups and routine actions, with an insights layer and additional actions on the roadmap.

In addition to the two new platform capabilities, Fieldguide announced this week a refreshed brand, anchored by a new logo and visual identity.

“It reflects what Fieldguide has become: the industry’s defining agentic AI platform, where practitioners and Field Agents work side by side across the entire arc of an engagement. With the refresh comes a new way of saying what that means: ‘Expertise, amplified.’ Practitioner expertise does not get replaced in this model. It gets extended and applied to more of the engagement at a pace no single person could keep up with in the traditional paradigm,” Chang wrote.

Photo caption: Jin Chang, co-founder and CEO of Fieldguide