Advisory and audit solutions provider
Fieldguide Insights contains dashboards and reports that not only offers data-driven analytics but also personalized recommendations and insights.
The solution includes Time Savings Insights that show how much time firms are saving across different phases of their engagements, from planning to reporting and closing, as well as personal recommendations on how firms can save additional time, for example, by more broadly automating requests and evidence collection.
Meanwhile, Practice Insights highlights client responsiveness to requests, showing which client interactions are causing multiple review cycles or project delays. For example, practice leaders can see which types of client requests tend to have multiple review cycles, and then implement changes to ensure there is less confusion or need for additional clarification on those requests. Practice Insights also provides overall visibility into the number, mix and growth trends for engagements.
The software features Time Tracking Insights, providing detailed information on how team members are spending their time on activities and engagements, so practices can determine which areas are consuming too much of their time.
"Fieldguide Insights is our latest innovation that empowers advisory and audit firms with industry-first insights across the entire engagement lifecycle, designed to help CPA firms overcome the industry talent shortage and grow their business," said Fieldguide CEO Jin Chang in a statement. "With Fieldguide Insights, we're committed to shaping the future of CPA and consulting firms."
Fieldguide Insights is available on the Fieldguide AI Platform for audit and advisory firms.
Last year the company released its
