Aprio, the 20th largest business advisory and accounting firm in the U.S., has announced an expanded collaboration with Fieldguide, a partner for agentic audit and advisory, building on a collaboration that began in 2023.
Together, Aprio and Fieldguide are co-developing role-specific AI agents that span the full audit lifecycle, from planning and risk assessment through fieldwork, review, and financial statement preparation. Every workflow is built to comply with the American Institute of Certified Public Accountants (AICPA), the Public Company Accounting Oversight Board (PCAOB), and Generally Accepted Auditing Standards (GAAS) standards. Aprio’s own audit methodology shapes how each agent is designed, and human oversight at every stage produces conclusions that meet the profession’s highest requirements for judgment, accountability, and integrity.
The collaboration will expand across Aprio’s industry practices over time, with Aprio’s own professionals building and refining the agents. The result is an audit capability that grows with the firm. With AI handling preparation, data validation, and documentation, Aprio’s professionals invest more time with clients, interpreting results, guiding on complex issues, and advising on what’s next. That’s what clients will notice most: their Aprio team showing up as a strategic partner to their business.
“Fieldguide shares our belief that the best audit technology should be built around the people who do the work, and that shared conviction is the foundation of this collaboration,” said Michael Lange, Partner and Audit Practice Group Leader at Aprio. “Great audit work has always been about the relationship between our practitioners’ judgment and our clients’ business realities. Our work with Fieldguide is designed to deepen that relationship, building AI around our own methodology and standards so our teams can spend more time on insight, judgment, and what’s next for our clients, which is where the real value of an audit lives.”
“We have always believed the best audit work happens when our people are fully present for clients,” said Richard Kopelman, CEO of Aprio. “Our collaboration with Fieldguide makes that possible at scale. By building AI around our own methodology, we are freeing our professionals to do what they do best: be the trusted advisor to our clients and help them account for whatever comes next.”
The collaboration is one expression of Aprio’s $300 million, five-year investment in AI and automation. Aprio’s professionals are configuring Fieldguide’s platform to their own engagement methodology, embedding the judgment and workflow standards that define great audit work directly into the technology they use every day. Fieldguide, in turn, builds and refines that platform around direct input from Aprio’s professionals, so the technology reflects real engagement workflows rather than a generic template.
“The future of audit depends on how well firms combine human judgment with AI-driven execution. Aprio isn’t waiting for that future to arrive, they’re helping build it. Aprio is helping build that future now. By co-building agentic workflows with us, Aprio is shaping how their methodology and their people work alongside AI from the ground up, which is how the most ambitious firms will define the next era of the profession,” said Jin Chang, Co-Founder and CEO of Fieldguide.
The partnership traces back to a three-month Payment Card Industry (PCI) pilot launched in March 2023, which converted to a full platform agreement by May of that year. In December 2025, Aprio expanded onto Fieldguide across its Risk Advisory Services practice, standardizing SOC, ISO, and HITRUST engagements alongside PCI on a single platform. That expansion connected Fieldguide to Aprio’s Financial Audit practice. In May 2026, the collaboration extended into financial audit, laying the foundation for the agentic AI co-development now underway.
To learn more, visit aprio.com.
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Tags: Firm Management, Technology
