Fieldguide

About Fieldguide
Built by and for practitioners, Fieldguide’s AI Advisory & Audit Cloud makes it amazingly easy for clients and teams to automate the entire lifecycle of any type of engagement. Our cloud-based software helps firms take advantage of the increasing demand for audit and advisory services by addressing the challenges of scarce talent, remote collaboration, and modern client expectations.
Fieldguide provides end-to-end visibility across all engagements, streamlined collaboration with distributed clients and teams, and unparalleled staff productivity for any framework, including SOC 1 & SOC 2, HITRUST, PCI DSS, HIPAA, and many more. Instead of juggling siloed legacy tools, practitioners can rely on Fieldguide as a single source of truth, with all the capabilities that they need to run engagements from kickoff to completion. Streamlined requests, collaborative document management, intelligent framework mapping, and one-click reports are just some of the unique Fieldguide features that help firms drive greater visibility across all engagements, while delivering a first-class client experience. Top 500 firms like Wipfli, Mazars and BerryDunn trust Fieldguide to increase revenue, boost client satisfaction, and improve profits.
Fieldguide has received multiple awards from industry associations, and the company is backed by top venture capital firms, including 8VC, Y Combinator, and Floodgate.
Key benefits of Fieldguide
* Higher profits and margins via 35 - 50% higher staff efficiency
* More engagements by increasing capacity & utilization from 60 - 80%
* Client expansion through 10 - 15% more frameworks or clients per year
* Reduced client churn from 10 to 5%
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Reviews
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- Industry: Accounting
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Changing public accounting
Reviewed on 2021/05/25
Great business partner in deploying out training and engagements.
Great business partner in deploying out training and engagements.
Pros
Linking and search capability functions are phenomenal. Makes it much more efficient to do work in regards to workflow.
Cons
Reporting functionality for reports still in its infancy. Best practices developed by Fieldguide help overcome that.
Alternatives Considered
MyVCMReasons for Choosing Fieldguide
More functionality in Fieldguide.Reasons for Switching to Fieldguide
Cost and ease of use.- Industry: Accounting
- Company size: 501–1,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Fieldguide
Reviewed on 2024/12/11
I really enjoy using Fieldguide. It is efficient to have all your workpapers from the client in one...
I really enjoy using Fieldguide. It is efficient to have all your workpapers from the client in one spot, pick samples, and complete testing.
Pros
Fieldguide is user freindly for all engagements. I can use it for SOX testing, SOC reports, and internal audits.
Cons
When there are excel files, you can only open them in the online version and edit it. If you open it in the desktop version, your changes could be lost.
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Other name for professional excellence = Field guide
Reviewed on 2024/12/18
Pros
Client -auditor excellent interaction tool.
Cons
Reporting parent engagement, exception rating compilation others
- Industry: Accounting
- Company size: 5,001–10,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Review - SOC auditor
Reviewed on 2021/11/17
I had a tough time learning the software and getting used to the layout and functionality. It made...
I had a tough time learning the software and getting used to the layout and functionality. It made the audit easier in some regards but more difficult in other regards. Overall, I think it was a little better than our previous audit methods, but there is much room for improvement. Customer service was excellent and always helped us with questions and with implementing new features.
Pros
The best feature was being able to work in the audit sheets and documents simultaneously with other auditors.
Cons
Document organization (moving documents, signing off, deleting, renaming, etc) was clunky and time consuming - being able to perform edits on multiple documents at once would be very helpful.
- Industry: Accounting
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Better than all the other solutions for completing security compliance assessments.
Reviewed on 2024/10/30
Great customer success team. There are many opportunities to streamline and automate tasks that...
Great customer success team. There are many opportunities to streamline and automate tasks that were heavily manual in the past.
Pros
Automation of reports. Ability to create cross-mapped engagements, and streamline processes for both the client and my team.
Cons
Support for cross-mapped engagements is good but can use improvement in a few areas.
Fieldguide FAQs
Below are some frequently asked questions for Fieldguide.Q. What type of pricing plans does Fieldguide offer?
Fieldguide offers the following pricing plans:
- Free Trial: Not Available
Q. Who are the typical users of Fieldguide?
Fieldguide has the following typical customers:
51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Fieldguide support?
Fieldguide supports the following languages:
English
Q. Does Fieldguide support mobile devices?
Fieldguide supports the following devices:
Q. What other apps does Fieldguide integrate with?
We do not have any information about what integrations Fieldguide has
Q. What level of support does Fieldguide offer?
Fieldguide offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
Related categories
See all software categories found for Fieldguide.
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