Fieldguide

Visibility33

Vibe100

Businesses/Enterprise Software/Fieldguide

AI Visibility & Sentiment

Fieldguide

Fieldguide is an AI-native platform that transforms audit and advisory services by combining human expertise with artificial intelligence. The platform enables accounting and advisory firms to automate testing, documentation, and evidence review while maintaining high quality standards and improving client outcomes.

Active Monitoring

fieldguide.io

Enterprise Software Startups

AI Visibility Score

33/100

Low

Sentiment Score

100/100

AI Perception

Summary

Fieldguide has successfully captured the 'innovation' narrative, securing top-tier positioning for AI agent queries among firm leadership, yet remains a ghost to the frontline auditors who drive daily software adoption. While the brand dominates the 'Modernizing Managing Partner' persona, it is currently losing the critical battle for category-defining searches like 'best audit management software' to legacy incumbents.

Value Proposition

Multiply practitioner expertise through AI-powered Field Agents that automate up to 70% of testing procedures with less than 1% error rate, enabling firms to deliver higher quality audits faster while improving margins and client satisfaction.

Overview

Mission

Elevating the world's leading audit and advisory firms by creating an end-to-end platform where practitioners and AI Agents work together to deliver better client outcomes.

Products & Services

Field Agents (AI-powered digital teammates for audit automation)Request Agent (automated client evidence review and follow-up)Testing Agent (end-to-end substantive testing automation)Agentic Chat (AI collaboration grounded in methodology and standards)Engagement Management Platform

Agent Breakdown

AI Platforms

How often do different AI platforms reference Fieldguide?

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Conversation Analysis

Topics

What conversations is Fieldguide included in — or excluded from?

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Buyer Personas

Personas

Who does each AI platform recommend Fieldguide to, and when?

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Programmatic Testing

Sample Conversations

We programmatically analyze questions that real customers are asking to AI agents and chatbots, extract brand mentions and sentiment, analyze every response, and synthesize the data into an action plan to increase AI visibility.

ChatGPT

Claude

Gemini

AI Overviews

Audit Workflow Automation & Efficiency(3 queries)

“how can i automate substantive testing procedures in my audit firm, what specific tools do this”

0/4 platforms mentioned

ChatGPT

1.ERP

2.SAP

3.Oracle

4.NetSuite

5.Dynamics

+24 more

Claude

1.ACL Analytics

2.IDEA

3.Alteryx

4.Workiva

5.AuditBoard

+11 more

Gemini

1.Microsoft Power BI

2.Tableau

3.Alteryx

4.IDEA

5.ACL Analytics

+12 more

AI Overviews

1.Diligent

2.DataSnipper

“help me automate client evidence review and follow-up for SOC 2 audits”

3/4 platforms mentioned

ChatGPT

1.Drata

2.Vanta

3.Secureframe

4.Fieldguide

5.Tugboat Logic

+15 more

Claude

1.Fieldguide

2.Drata

3.AuditBoard

4.WK

5.Big 4

Gemini

1.Fieldguide

2.AuditBoard

3.Secureframe

4.Microsoft Power Automate

5.Microsoft 365

+7 more

AI Overviews

1.Censinet

2.AWS

3.GCP

4.Okta

5.Rippling

+10 more

“ways to use AI to handle audit documentation and testing without high error rates”

2/4 platforms mentioned

ChatGPT

1.ABBYY

2.Rossum

3.CaseWare

4.TeamMate

5.DataSnipper

7.Fieldguide

+12 more

Claude

1.Fieldguide

2.Workiva

3.Fieldguide

4.Workiva

5.WK

Gemini

1.Kofax ReadSoft

2.UiPath Document Understanding

3.AuditBoard

4.SOAR

5.Workiva

+12 more

AI Overviews

1.Lucid.now

2.SmartRoom

3.DataSnipper

4.MindBridge Ai Auditor

5.Thomson Reuters

+2 more

Modernizing The Professional Services Tech Stack(1 query)

“recommend some AI agents or digital teammates for auditors that can help with documentation”

0/4 platforms mentioned

ChatGPT

1.AuditBoard

2.CaseWare Working Papers

3.CaseWare Cloud

4.MindBridge Ai Auditor

5.Suralink

+21 more

Claude

1.Relativity Assist

2.Relativity

3.Karpov Labs

4.Document.AI

5.Workiva

+6 more

Gemini

1.Kira Systems

2.MindBridge Ai

3.Seal Software

4.DocuSign

5.HighBond

+9 more

AI Overviews

1.TeamMate+ AI Editor

2.AuditBoard AI

3.Scribe

4.DataSnipper

5.DataSnipper AI

+11 more

Audit Software Evaluation And Reliability(1 query)

“best audit management software for mid-size accounting firms in 2026”

0/3 platforms mentioned

Claude

1.Workiva

2.Wdesk

3.AuditBoard

4.Thomson Reuters

5.Domo

+6 more

Gemini

1.AuditBoard

2.Workiva

3.TeamMate Audit

4.Wolters Kluwer

5.ACL GRC

+5 more

AI Overviews

1.DataSnipper

2.AuditBoard

3.Workiva

4.MindBridge AI

5.AuditFile

+5 more

Analysis

Key Insights

What AI visibility analysis reveals about this brand

Strength

Dominant authority within Claude, achieving a near-perfect average position of 1.4 when mentioned.

Strength

High resonance with executive personas, specifically the 'Modernizing Managing Partner' with a 69% mention rate.

Strength

Perfect visibility and sentiment on brand-direct 'vibe check' queries across all major platforms.

Strength

Strong association with 'AI agents' and 'digital teammates' for auditors on ChatGPT and Claude.

Gap

Complete invisibility (0% mention rate) for the 'Efficiency-Obsessed Senior Auditor' persona.

Gap

Failure to surface in 'best audit management software' queries, where AuditBoard and Workiva are currently entrenched.

Gap

Critical weakness in Google AI Overviews, with only a 7% mention rate and poor average positioning.

Gap

Missing from queries regarding specific 'substantive testing' and 'workflow automation' tasks.

Opportunity

Capture the frontline auditor segment by creating technical content focused on 'substantive testing' and 'evidence review' automation.

Opportunity

Exploit Claude's high favorability by providing more granular technical documentation to solidify the brand as the #1 technical choice.

Technical Health

Site Health for AI Visibility

How well Fieldguide's website is optimized for AI agent discovery and comprehension.

89/100

16 passed 6 warnings

Audited 2/27/2026

Crawlability100

Can AI bots find your pages?

Technical90

SSL, mobile, doctype basics

On-Page SEO87

Titles, descriptions, headings

Content Quality73

Word count, depth, freshness

Schema Markup85

Structured data for AI comprehension

Social & OG82

Open Graph, Twitter cards

AI Readability60

How well AI can parse your content

Warnings

8 render-blocking resources are slowing initial render

Defer non-critical JS with async/defer. Inline critical CSS. Move stylesheets to load asynchronously.

Title is too short (22 characters)

Expand the title to 50-60 characters with descriptive keywords.

Meta description is too short (60 characters)

Expand the description to 150-160 characters with a clear value proposition.

Content may be too short

Expand your content to at least 500 words with valuable information.

Missing Open Graph tags for social sharing

Add og:title, og:description, and og:image meta tags.

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Brand Identity

Brand Voice & Style

How AI perceives Fieldguide's communication style and personality

Fieldguide communicates with confident expertise while remaining accessible to busy audit professionals. The tone is modern and forward-thinking, positioning AI as a collaborative teammate rather than a replacement. Messaging emphasizes tangible outcomes like efficiency gains and quality improvements, using precise metrics to build credibility. The voice balances technical sophistication with practical, results-oriented language that resonates with time-pressed practitioners seeking real solutions.

Core Tone Traits

Confident & Authoritative

Speaks with expertise about audit technology and AI capabilities, backed by specific metrics and industry adoption

Modern & Innovative

Positions the brand at the forefront of AI transformation in professional services

Results-Oriented

Consistently emphasizes measurable outcomes like 70% automation, 40% hourly savings, and margin increases

Professional yet Approachable

Technical enough for audit professionals while avoiding jargon that alienates decision-makers

Competitive Landscape

Related Ecosystem

Related products and services that AI mentions in conversations alongside or instead of Fieldguide

AuditBoard36 mentions

Workiva21 mentions

Fieldguide17 mentions

UiPath14 mentions

Vanta14 mentions

Automation Anywhere12 mentions

DataSnipper12 mentions

Jira11 mentions

Caseware11 mentions

MindBridge Ai Auditor10 mentions

MindBridge Ai9 mentions

Source Intelligence

Citations

Sources that AI assistants cite. Getting featured here improves visibility.

Best 10 Audit Software for Accountants in 2026 - DataSnipper

https://www.datasnipper.com/resources/best-audit-software-for-accountants

Referenced in 4 queries

Review

Audit Automation Software Solutions

https://trullion.com/products/audit/

Referenced in 1 query

Review

Leveraging AI for your substantive procedures for Accounts ...

https://www.mindbridge.ai/blog/accounts-receivable-audits-payable-ai/

Referenced in 1 query

Review

Audit process automation guide for Chief Audit Executives - Diligent

https://www.diligent.com/en-gb/resources/blog/internal-audit-process-automation

Referenced in 1 query

Review

Automate Substantive Testing in Excel with Extractly | Caseware

https://www.youtube.com/watch?v=ig5mRxKyI-k

Referenced in 1 query

Pitch Story

The Importance of Substantive Testing in Audits - DataSnipper

https://www.datasnipper.com/resources/the-importance-of-substantive-testing-in-audits

Referenced in 1 query

Review

Using technology to enhance the audit process - GGI

https://www.ggi.com/news/auditing/using-technology-to-enhance-the-audit-process

Referenced in 1 query

Review

AI-powered Substantive Testing with Caseware Extractly

https://www.caseware.com/us/resources/blog/turn-hours-into-minutes-ai-powered-substantive-testing-with-caseware-extractly

Referenced in 1 query

Review

Automating Your Internal Audit Checklist: 7 Tips You Need To ...

https://onspring.com/resources/blog/automating-your-internal-audit-checklist-7-tips-you-need-to-know/

Referenced in 1 query

Review

Audit Intelligence Test | Thomson Reuters

https://tax.thomsonreuters.com/en/products/audit-intelligence-test

Referenced in 1 query

Pitch Story

Automating the Audit Process: Streamlined, Strategic, and ...

https://www.inscopehq.com/post/automating-the-audit-process-streamlined-strategic-and-secure

Referenced in 1 query

Review

AI in auditing pros and cons - Templafy

https://www.templafy.com/ai-in-auditing/

Referenced in 2 queries

Review

Content Engineering

Recommended Actions

Pivot content strategy to target frontline efficiency keywords like 'automate substantive testing' and 'client evidence review'.

Fieldguide has 0% visibility with the 'Efficiency-Obsessed Senior Auditor' who is a key influencer in the software procurement process.

Impact: High

Develop comparative 'Best Audit Management' landing pages optimized for LLM indexing.

Fieldguide is currently being excluded from category-level recommendations, allowing AuditBoard to dominate 36 separate query mentions.

Impact: High

Optimize technical documentation for Google AI Overviews to improve the current 7% mention rate.

Poor visibility in AI Overviews (avg pos 11.0) indicates a lack of structured, crawlable data that Google’s model deems authoritative.

Impact: Medium

Double down on 'AI Agent' messaging in technical whitepapers to maintain the lead over DataSnipper in Claude and ChatGPT.

While Fieldguide leads in innovation sentiment, DataSnipper’s high average position (2.3) poses a threat to Fieldguide's niche in technical automation.

Impact: Medium

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