How mature is your firm's approach to AI?
Technology
October 9, 2026AI maturity is measurable, and the first step is knowing where your firm stands.
PrimeGlobal Alliance Partner Fieldguide’s AI Maturity Framework provides the structure and guidance for understanding each stage of AI transformation, and the new AI Maturity Self-Assessment helps firms apply it to their own practice. Together, they give member firms a clear starting point and a path forward.
Fieldguide’s AI Maturity framework:
The AI Maturity Framework gives accounting and audit firm leaders a practical structure for understanding and navigating AI.
It maps six levels of AI transformation, from No Automation to Strategic Automation supported by four pillars:
- Strategic Vision & Governance
- Practice Development & Change Management
- Technology Integration & AI Enablement
- Operational Excellence
Rather than a single leap, it sequences the work into concrete moves, so firms can see what each level looks like and decide what to take on next.
Today, the majority of firms operate between Level 0 and 1.
They rely on manual processes, disconnected tools, and human effort to complete even the most repetitive and predictable tasks. Engagements are time-consuming, staff are overextended, and the client experience is often inconsistent. Growth is constrained not by opportunity, but by capacity.
In contrast, the firm of the future, operating at Level 5, is intelligent, agile, and autonomous. Al agents will manage the bulk of execution across engagements, but firms will still rely on their people to ensure quality, exercise judgment, and deliver insight. Al does not displace the practitioner of the future. It empowers them. Their role evolves from task executor to orchestrator, from reviewer to strategic advisor.
To thrive in a firm that operates at Level 5 autonomy, practitioners must develop new capabilities and mindsets. The profession must invest in upskilling, redefine what excellence looks like, and establish new structures to support talent in this new era.
The AI Maturity self-assessment
The self-assessment puts the framework to work.
By answering a few questions, firm leaders can see where their firm lands across the six levels and what moving up looks like. The assessment generates next steps, plus a custom report tailored to your results that you can download and bring to your next leadership discussion. Knowing your starting point makes it easier to prioritize, align your partners, and sequence your investments.
Take the self-assessment to see where your firm stands.
