Fieldguide

“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.”

““We were seeing some burnout from the frequent travel, it put a lot of strain on staff. When the pandemic hit, management & I sat down and said we needed a solution to keep going and began to look for one.””

““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.””

“I would definitely recommend Fieldguide to any of my peers looking to drive a client-centric strategy. We have benefited tremendously from the additional structure, automation, and improved assessor and client experience Fieldguide adds to our PCI and HITRUST engagements.”

“What makes Fieldguide unique in solving our challenges is its cloud-based platform approach, as opposed to a more rigid offering we’ve seen from others. Fieldguide has really allowed us to think outside the box and leverage the platform in many ways that we never thought of to transform the client experience.”

“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.”

“They get a better quality audit, and they have more confidence that the numbers are correct,”

“At the end of the day, AI does not replace your judgment,”

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

“We are spending less time on the compliance work and spending more time with our clients, advising them on growing and improving their business,”

“We really needed an AI-native solution that was truly forward-thinking, with AI embedded inside the audit software, that helped us through every stage of the audit. In my opinion, it was a great decision.”

“Fieldguide delivered on the white-glove promise. The whole process has really been amazing. The team meets with us weekly to go over any concerns or questions we have. We even have weekly office hours too.”

“"Our CEO has talked a lot about how Aprio can make an impact on the accounting profession," she said. "Maybe our competitors benefit too, but we're making an impact on the industry as a whole; maybe even getting more college students, the next generation of accountants, excited about a career in accounting."”

“"Financial statements are my passion. How can we deliver a best-in-class financial statement preparation process?" she said. "Whether that means an easier report roll forward or minimizing the number of manual overrides, a practitioner should only have to enter something manually one time, and then it carries through everything else."”