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Fieldguide Reviews

& Product Details

What is Fieldguide?

Fieldguide is a software solution designed to streamline and enhance the audit and assurance process for modern accounting firms and compliance teams. It leverages automation and integration capabilities to significantly reduce the manual labor involved in audits, risk assessments, and compliance work, transforming these traditionally time-consuming tasks into more efficient and manageable processes.

By automating data collection and workflow, Fieldguide facilitates a more seamless exchange of information between auditors and clients, fostering enhanced collaboration and accuracy.

The platform offers a range of features including customizable workflows, secure document exchange, and real-time collaboration tools. These features are aimed at improving the efficiency and quality of audit and compliance work, making Fieldguide an invaluable tool for any accounting or compliance professional.

The benefits of using Fieldguide extend beyond time savings, offering improved accuracy and reliability in audit outcomes and compliance reporting.

Fieldguide is ideal for accounting firms, internal audit teams, and compliance officers looking to modernize their operations and embrace the digital transformation in the audit industry.

Best For

AI Cloud for Advisory and Audit
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Fieldguide, Inc

  • Located In

    United States

  • Website


Starting from:


Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

Fieldguide offers customized pricing for its AI-powered platform designed for advisory and audit firms. Specific costs and plans are not listed on their website, but they offer tailored solutions to meet the unique needs of each firm. Interested users can request a demo to explore the platform's features.

  • Access Controls/Permissions
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Audit Management
  • Business Process Control
  • Change Management
  • Compliance Management
  • Compliance Tracking
  • Content Management
  • Customizable Templates
  • Data Capture and Transfer
  • Data Import/Export
  • Document Coding & Control
  • Electronic Signature
  • Environmental Compliance
  • Exceptions Management
  • HIPAA Compliant
  • Incident Management
  • Internal Controls Management
  • ISO Standards Management
  • Process/Workflow Automation
  • Reporting & Statistics
  • Risk Analysis
  • Risk Management
  • Role-Based Permissions
  • Sarbanes-Oxley Compliance
  • Security Auditing
  • Version Control
  • Workflow Management

Additional Features

  • @mentions
  • Ad hoc Reporting
  • Alerts/Notifications
  • API
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Assessment Management
  • Assignment Management
  • Audit Planning
  • Audit Trail
  • Business Process Automation
  • Chat/Messaging
  • Checklists
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Controls Audit
  • Customer Engagement
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Dashboard
  • Data Connectors
  • Data Extraction
  • Data Management
  • Data Security
  • Document Generation
  • Email Management
  • File Recovery
  • File Sharing
  • File Transfer
  • For CPA Firms
  • Forms Management
  • Full Text Search
  • Messaging
  • PCI Assessment
  • PCI Compliance
  • Performance Metrics
  • Policy Management
  • Project Management
  • Query Builder
  • Real Time Editing
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Reminders
  • Reporting/Analytics
  • Risk Alerts
  • Risk Assessment
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Data Preparation
  • Self-service Analytics
  • Single Sign On
  • Status Tracking
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Template Management
  • Templates
  • Third-Party Integrations
  • To-Do List
  • User Management
  • Workflow Configuration

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