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Crunchafi + Fieldguide

Redefining end-to-end audit efficiency with agentic AI

Extract structured, audit-ready financial data with Crunchafi, then upload it into Fieldguide to accelerate planning, risk assessment, testing, and reporting. One client connection replaces the export and email cycle, so engagements start with data your team can trust.

Crunchafi x Fieldguide PartnershipArtboard 1_2
Crunchafi x Fieldguide PartnershipMobileArtboard 1_1

How the Crunchafi + Fieldguide
partnership helps your firm

start with clean data

Start with clean data

Pull standardized TB, GL, AR, AP data with Crunchafi.

upload without cleanup

Upload without cleanup

Send Crunchafi output directly into Fieldguide.

Automate more of the audit

Automate more of the audit

Use Fieldguide's agents to accelerate testing and documentation.

Strengthen audit quality

Strengthen file quality

Reduce rework and improve consistency across teams.

The partnership story

Crunchafi and Fieldguide are partnering to transform the audit workflow from data extraction to final deliverable. While today’s AI powered audit platforms promise efficiency and automation, they can only be as effective as the data that feeds them. Crunchafi Data Extraction ensures audit teams start with clean, standardized, reconciled financial data, while Fieldguide’s end to end AI platform maximizes what auditors can do with that data, creating a seamless workflow that eliminates manual bottlenecks at every stage. 

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How it works

Send one link

Create a data collection link in Crunchafi and share it in the PBC list.

Client connects

The client authorizes read-only access to their accounting system. 

Crunchafi extracts

Data is extracted, standardized, and reconciled to the trial balance.

Upload into Fieldguide

Upload the standardized workbook so Fieldguide’s agents can map accounts and begin testing.

Making all the difference

Here’s where Crunchafi stands out for CPA firms.

Without Crunchafi

Data requests and follow-ups drag on for weeks
Clients send inconsistent formats (PDFs, CSVs, Excel)
Auditors spend hours reformatting and reconciling
Trial balance and subledgers rarely align
Engagements start late and go over budget

With Crunchafi + Fieldguide

Auditors initiate a secure Crunchafi connection once
Clean, validated data is pulled automatically
Files are pre-formatted for direct Fieldguide upload
Fieldguide's agents start testing immediately.
Engagements begin on time with complete, trusted data

See end-to-end audit automation in action

Request a demo to see how Crunchafi and Fieldguide connect data extraction to AI powered execution. 

FAQs

Quick answers to your questions about our partnership.

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What is the Crunchafi and Fieldguide partnership?

Crunchafi and Fieldguide have partnered to connect audit data extraction to AI-assisted audit execution. Crunchafi extracts clean, structured, audit-ready data from your client's accounting system. Fieldguide's agents turn that data into automated testing, analysis, and deliverables.

 

How does this partnership improve audit efficiency?

Audit teams move from weeks of manual file prep to days. Crunchafi sends one link, your client authorizes read-only access, and the data comes back standardized and reconciled to the trial balance. That workbook uploads into Fieldguide, where testing and documentation begin immediately instead of after a reformatting cycle.

 

Who benefits most from using both platforms?

Firms already on Fieldguide gain structured, validated client data instead of raw exports. Crunchafi customers gain an AI audit platform to finish engagements faster. Firms new to both can stand up the full workflow, from extraction through testing, in their first engagement.