Implementation Consultant

Crowe BGK selects Fieldguide as transformation partner, modernizing the firm through agentic AI. Amanda Waldmann This partnership is announced as Fieldguide also embeds CPA Canada's Professional Engagement Guide into its AI platform, creating a seamless workflow for Crowe BGK's engagements SAN FRANCISCO - September 29, 2026 - Fieldguide, the leading transformation partner for agentic audit and advisory, today announced that Crowe BGK, a full-service accounting and advisory firm with offices in Montreal and Ottawa, has selected Fieldguide as its AI partner. Through this partnership, Crowe BGK will modernize its delivery of assurance engagements. The focused adoption of Fieldguide for their assurance engagements is the latest step in Crowe BGK's ongoing mission to embed leading tools into its workflows at a pace that keeps it ahead of the industry, while maintaining Crowe BGK's commitment to excellence in the insights and support it provides its clients. This is impactful not only for Crowe's AI transformation but also, more broadly, for the industry, as it is the first Canadian firm to embark on such a partnership with Fieldguide. "Our goal with this partnership is to give our teams access to a platform that aligns with our ambition for the firm, as a supplement - not a replacement - for the work the team already does well," said Brian Kreisman, Managing Partner of Crowe BGK. "We have spent the last several years building a culture that moves quickly on new technology, and Fieldguide is the natural next step in that journey." "The assurance profession is changing," says Aaron J Noga, CPA, Partner - Assurance Leader, "and so is the business model that has supported it for decades. The window to wait and see is closing, so we've made our bet on the future. By becoming the first accounting firm in Canada to adopt Fieldguide, we're combining the expertise and professional judgment of our people with technology and AI to rethink how assurance is delivered. That means more meaningful work for our people, more time understanding our clients' businesses and risks, and greater insight, quality, and value for our clients. We don't want to simply adapt to the future of assurance; we want to help shape it." "Digital transformation should do more than accelerate existing processes - it should fundamentally transform how our professionals work," adds Angela Giannoumis, CPA Auditor, MSc, Director of Digital Transformation and Assurance Innovation. "Fieldguide will give them more time to do what they do best: exercise judgment, think critically, solve complex problems, and engage meaningfully with clients. That is the true promise of AI in assurance. It does not replace professional expertise; it creates more space for that expertise to make an impact." This news from Crowe BGK is announced as CPA Canada's trusted Professional Engagement Guide (PEG) content becomes available throughout Fieldguide's AI platform for audit and advisory. This partnership gives Canadian firms, like Crowe BGK, a single, governed workflow for high-quality engagements. "Crowe BGK stood out as a potential partner because they have already done the hard part: centering their clients' needs while becoming ready for a future supported by agentic AI. Their position as a pioneer in AI adoption made this an easy firm for us to get excited about," said Jin Chang, Co-Founder and CEO of Fieldguide. "Now, Fieldguide gives their auditors a platform that takes on the heavy lifting of data ingestion, so their people can focus on judgment and relationships, and their clients get the benefit of that capacity." Fieldguide's platform embeds AI capabilities across the engagement lifecycle, with structured workflows, transparency, and human oversight. Crowe's initial implementation of Fieldguide creates a seamless transition in their assurance engagements, empowering Crowe's team to prioritize their time on what best serves their clients. Amanda Waldmann Increasing trust with AI for audit and advisory firms.

The AI Ledger Weekly: Paystand publishes the numbers its agents must hit. Paystand publishes the targets its AI agents are measured against, FinQuery opens a UK arm, and an open benchmark exposes the reconciliation evidence gap. Tools in this edition This is The AI Ledger Weekly: what actually changed in AI accounting software this week, checked against primary sources before it reaches you. Reading time: 5 minutes. This week at a glance. * Paystand made its agentic finance suite generally available on 8 September and published the figures each agent is measured against, including a 62% cut in days sales outstanding. * FinQuery bought Innervision from IRIS Software Group and opened FinQuery UK, adding FRS 102 and IFRS 16 lease accounting expertise. * Dext appointed a chief revenue officer and disclosed that AI Assist has automated 83% of edits since launch. * Fieldguide signed Centri Business Consulting, its fourth named firm partnership since July. * ADP made AWS its strategic cloud provider, putting ADP Assist agents on Amazon Bedrock AgentCore across more than 1.1 million clients. * 1LoD found false positives remain the top surveillance challenge for 52% of financial institutions, barely moved since 2024. The big story: Paystand publishes the numbers its agents must hit. Agentic finance has been sold on adjectives for two years. The interesting part of Paystand's launch on 8 September is not the agents, it is that the company published the specific figures each one will be judged against. Paystand made its Reporting Agent and Spend Agent generally available, with a Collections Agent in private beta and due later this quarter. The Spend Agent handles employee spend requests inside Slack and Microsoft Teams, applies purchasing policy, codes transactions and posts approved expenses to the ERP as native bills and expense reports rather than generic journal entries. Then come the numbers. Paystand states the Spend Agent's performance measures include reducing month-end close time by more than 78% and out-of-policy spending by more than 5%, and that the Collections Agent is measured against reducing days sales outstanding by more than 62%. Read the wording carefully: these are targets the agents are measured against, not results anyone has observed. Paystand integrates natively with NetSuite, Sage Intacct, Microsoft Dynamics and Acumatica. What it means for your practice. A published target is more useful than a vague claim, because you can hold a vendor to it. Ask for the baseline and the measurement window behind the 62% figure, and for a named reference customer who has run the Collections Agent through a full quarter. Do not treat the 78% close-time number as evidence of anything until the Collections Agent leaves beta and someone outside the company reports a result. Paystand carries a 4.3 rating in the directory. Also this week. FinQuery bought Innervision from IRIS Software Group and established a UK operation. The Atlanta company announced on 8 September that it had acquired the lease accounting compliance platform, gaining Innervision's team, customers and FRS 102 and IFRS 16 expertise. Existing customers keep uninterrupted service and gain access to the wider platform over time. Financial terms were not disclosed. For UK practices with lease-heavy clients, this is the week's most consequential ownership change. Dext disclosed adoption figures alongside a new chief revenue officer. Announcing Nicole Bello's appointment on 9 September, chief executive Sabby Gill said AI Assist has automated 83% of edits since launch and reached nearly 2,500 licences sold, and that Dext serves more than 12,000 firms and 700,000 businesses. Every figure is Dext's own and none is independently audited. Dext holds a 4.7 rating. Fieldguide added Centri, its fourth named firm partnership since July. Centri Business Consulting said on 8 September it will use the platform to standardise risk advisory engagements and give clients visibility into their control environment. Grant Thornton Advisors signed in July and Aprio in August. A run of named firms inside ten weeks is a stronger signal than any single announcement. Fieldguide holds a 4.6 rating. ADP named AWS its strategic cloud provider. The expanded partnership, announced on 8 September, builds ADP Assist agents on Amazon Bedrock and AgentCore to identify and correct payroll anomalies, answer questions and generate reports under human oversight. ADP's stated reach of more than 1.1 million clients across 140 countries is the company's own figure. Nothing changes for users this week, but the model layer under a large slice of payroll automation is now settled. The gap between AI ambition and operational reality has not closed. A 1LoD report published on 9 September, commissioned by surveillance vendor Shield, found false positives are still the top-rated challenge for 52% of financial institutions, ahead of budget constraints at 41% and data quality at 37%, with little movement since 2024. It covers banking surveillance, not practice software, and the sponsor sells a remedy. Weigh it accordingly. One to watch: an open benchmark for reconciliation evidence. Reconciliation vendors quote accuracy figures nobody outside the company can check. FinRCA-Bench, published on arXiv on 19 August 2026 by Pratik Ghawate, is an attempt at a fix: a deterministic synthetic benchmark of 2,250 accounts-payable-to-bank reconciliation cases across 14 operational tables, with root-cause labels hidden so evidence retrieval is scored separately from the answer. Its most uncomfortable result is that strict returned-evidence accuracy reached only 5.72%, meaning systems frequently produced the right conclusion without the records that justify it. That is the distance between a plausible reconciliation and an auditable one. The AI Ledger now lists more than 200 tools for accountants and bookkeepers, filterable by category, software compatibility and practice size at ailedger.uk/finder. The next edition lands Thursday evening.

Fieldguide has achieved FedRAMP Moderate Authorization for its federal environment through a partnership with Knox Systems. The certification enables audit and advisory firms to conduct Cybersecurity Maturity Model Certification (CMMC) and NIST 800-171 engagements for US Department of War contractors handling Controlled Unclassified Information. The DoW estimates roughly 80,000 organisations will require CMMC Level 2 assessment. Fieldguide's federal environment uses the same platform as its commercial deployment, isolated for compliance purposes. Field Agents test assessment objectives, draft control narratives and review evidence using pre-built CMMC templates. Firms can undertake CMMC work whilst maintaining their existing accreditation status. The federal environment rolls out to firms from August 2026. Fieldguide is backed by Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC and Thomson Reuters. Knox Systems operates managed federal cloud infrastructure serving Adobe, Celonis and other SaaS providers.