Baker Tilly has expanded its collaboration with Fieldguide to accelerate the use of AI-enabled workflows across its risk advisory services practice. The enhanced partnership builds on more than a year of platform adoption and supports Baker Tilly’s efforts to improve efficiency, consistency, and transparency while maintaining professional oversight through a “human in the loop” approach.
The company has leveraged Fieldguide’s agentic AI platform for various compliance and risk management systems like System and Organization Controls (SOC), Payment Card Industry (PCI) HITRUST International Organization for Standardization (ISO), Federal Risk and Authorization Management Program (FedRAMP), Sarbanes-Oxley (SOX), and internal audit services.
Baker Tilly is embedding AI-enabled workflows in their projects with the goal of automating the documentation testing review processes, and evidence collection while also allowing professionals to dedicate more time to strategic analysis, client service, and decision-making. The firm pointed out that the AI functionalities are intended to complement rather than substitute professional judgment and well-established procedures.
“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.”
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Fieldguide’s platform integrates AI functionality throughout the engagement lifecycle, from planning and testing to reporting and documentation management. Baker Tilly’s implementation aligns with its internal methodologies, professional standards, and confidentiality requirements to maintain transparency and consistency across engagements.
Over the past year, the platform has helped Baker Tilly teams improve workpaper quality, optimize testing cycles, and accelerate evidence gathering processes. These efficiencies are intended to support faster project turnaround times while maintaining the level of rigor expected in audit and advisory services.
“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.”
The expanded collaboration highlights the growing role of AI in modernizing audit and advisory operations as firms increasingly seek ways to improve service delivery, operational scalability, and client responsiveness through intelligent automation.
