Fieldguide Insights – 2024 Innovation Award Winner

Fieldguide Insights
2024 CPA Practice Advisor Innovation Award Winner
https://www.fieldguide.io

Fieldguide, the AI platform for audit and advisory firms, recently launched Fieldguide Insights, the first end-to-end analytics solution for CPA and consulting firm leaders. Fieldguide Insights’ dashboards and reports bring actionable information in real time, including personalized recommendations for saving time on engagements. Fieldguide Insights charts existing firm time savings, upwards of 25% across all engagements, and provides recommendations on areas where firms can unlock additional efficiency across the engagement workflow, often doubling their total time saved.

With Fieldguide Insights, firms can see where time is most spent across engagements, and proactively identify areas for improvement. According to Fieldguide research, firms reported that improving client requests contributed to nearly 30% of total efficiency for an engagement.

Key features include:

• Time Savings Insights. From planning to closing, firm leaders can see how much time they are spending across different phases of each engagement, and view personal recommendations on how to save additional time. For example, Fieldguide has helped identify use cases and users that can more broadly leverage automating requests and evidence collection to save an additional 10 to 15 hours per engagement.
• Practice Insights. Fieldguide’s analytics identify client responsiveness to requests, tracking client time to respond, requests with multiple changes and other potential project delays. Practice leaders can quickly see which types of client requests are the most time intensive and implement changes to reduce review cycles and accelerate project timelines.
  Time Tracking Insights. Equip firms with detailed time tracking on how team members are spending time throughout an engagement, helping manage resources, identify potential bottlenecks and surface coaching opportunities.