Crunchafi + Fieldguide

Redefining end-to-end audit efficiency with agentic AI

Clean data in. AI out. Extract structured, audit ready financial data with Crunchafi, then upload directly into Fieldguide to accelerate every step from planning and risk assessment to final reporting. This gives audit teams a connected workflow that cuts manual prep, reduces errors, and delivers stronger, more consistent results.

How the Crunchafi + Fieldguide
partnership helps your firm

Start with clean data

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

Upload without cleanup

Send Crunchafi output directly into Fieldguide.

Automate more of the audit

Use Fieldguide AI to accelerate testing and documentation.

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, error free 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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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

AI-driven testing and reporting start immediately

Engagements begin on time with complete, trusted data

Join Crunchafi and Fieldguide at Digital CPA® 2025

Unwind at Whiskey Revolution on Monday, December 8th with a late-night happy hour designed for audit leaders who want real discussion, great cocktails, and meaningful connections around audit innovation after a full day at DigitalCPA.

Space is limited, so secure your spot today!

Secure your spot

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.

What is the Crunchafi and Fieldguide partnership?

Crunchafi and Fieldguide have partnered to deliver true end-to-end audit automation. Crunchafi extracts clean, structured, audit-ready data from any ERP system, and Fieldguide’s AI audit platform turns that data into automated testing, analysis, and deliverables. Together, they eliminate manual data prep and accelerate every phase of the audit.

How does this integration improve audit efficiency?

By connecting Crunchafi Data Extraction directly with Fieldguide, audit teams move from weeks of manual file prep to days of automated readiness. Firms get validated, standardized financial data that flows straight into Fieldguide’s AI engine, enabling faster risk assessment, testing, and reporting with fewer errors and less staff time.

Who benefits most from using both platforms?

Audit firms using Fieldguide gain immediate access to structured, validated client data. Crunchafi users gain a seamless AI-driven audit platform to complete engagements faster. New customers can launch an integrated audit tech stack from data extraction to AI-powered execution—all on day one.