Baker Tilly, a leading advisory, tax and assurance firm, today announced an expanded collaboration with Fieldguide, the leading agentic AI platform for audit and advisory firms. Building on more than a year of applied use, Baker Tilly has expanded adoption of the platform across its risk advisory services, enabling the firm to deliver more consistent, transparent and efficient outcomes for clients, with a “human in the loop” approach that ensures appropriate professional oversight.
The firm has implemented the platform across System and Organization Controls (SOC), payment card industry (PCI) and HITRUST, as well as frameworks such as International Organization for Standardization (ISO), Federal Risk and Authorization Management Program (FedRAMP) and Sarbanes-Oxley (SOX), along with internal audit (IA).
Fieldguide supports Baker Tilly’s risk advisory services by embedding AI-enabled workflows across engagements. Initially, teams have used the platform to support documentation, testing and review processes, enabling professionals to focus more deeply on analysis, judgment and client service. These capabilities support, but do not replace, professional judgment or required procedures. All applications are aligned with Baker Tilly’s established methodologies, professional standards and client confidentiality requirements.
“Fieldguide is a key part of how we’re evolving our delivery model,” said Heather Acker, Baker Tilly managing principal and leader of the risk advisory practice. “By embedding AI into engagements in a controlled, practical way, we aim to enhance consistency and quality while helping enable our teams to focus more deeply on insight and client value.”
Fieldguide’s platform embeds AI capabilities across the engagement lifecycle, from planning through reporting, with structured workflows, transparency and human oversight. Baker Tilly’s implementation emphasizes alignment with firm methodologies and professional standards, helping ensure consistency and transparency throughout the engagement process.
Over the past year, Baker Tilly teams have used the platform to help streamline evidence gathering, help improve workpaper quality and support more efficient testing cycles, which can enable faster turnaround times and a more seamless client experience while maintaining the rigor expected in delivering work.
“Clients don’t just need more efficient projects — they need sharper insight and faster answers,” said Acker. “AI capabilities can help enable work to be performed more intelligently and at greater scale, resulting in more responsive delivery and deeper insight for clients.”
“Baker Tilly takes a thoughtful, practitioner-first approach to embedding AI into client engagements,” said Jin Chang, Co-Founder and CEO of Fieldguide. “By standardizing engagement delivery on a single platform, they’re able to apply AI consistently and responsibly across their practice, enhancing quality while scaling how work gets done. Their expanded use of Fieldguide reflects a shared belief: that the future of audit and advisory belongs to firms who pair professional judgment with agentic AI built for the rigor this profession demands.”
About Baker Tilly (bakertilly.com)
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Seattle, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 147 territories, with 50,000 professionals and a combined worldwide revenue of $6.8 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
About Fieldguide
Fieldguide is the leading AI-native platform transforming how audit, advisory, and assurance work gets done. Purpose-built for regulated environments, Fieldguide brings professionals and agentic AI together to modernize engagement delivery from planning through close, enabling audit and advisory practitioners to deliver higher-quality work, strengthen client experiences, and unlock growth for the decade ahead. The first audit and advisory platform to earn AIUC-1 certification for agentic AI and ISO 42001 certified, Fieldguide is committed to the highest standards of AI governance, security, and trust.
Fieldguide is also the recipient of multiple Accounting Today Top New Products Awards as well as a five-time winner of the CPA Practice Advisor Technology Innovation Award.
Fieldguide is headquartered in San Francisco and backed by Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Thomson Reuters, and other leading investors. Learn more at fieldguide.io.
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