Fieldguide

4.7 (41)
Write a Review!
AI Cloud for Advisory and Audit

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%


Images

Fieldguide Software - Get enterprise visibility across all clients, engagements and frameworks, so you can  quickly address outstanding actions or potential issues
Fieldguide Software - Fieldguide’s practitioner-centric AI intelligently suggests test plans, reviews evidence, and makes suggestions to improve engagement quality, increase team productivity, and boost margins
Fieldguide Software - Instant engagement insight lets both clients and team members easily  see how an engagement is progressing with controls, documents and tasks
Fieldguide Software - Fieldguide’s one-click reports shave hours of tedious work by automatically generating reports with  all the relevant data - right from your own custom templates
Fieldguide Software - View risk controls, along with related requests, documents, tasks and sign-offs. Intelligently cross-map and link associated items to eliminate redundant work and potential errors
Fieldguide Software - Streamline engagements and reduce the back-and-forth with clients by  collaborating on tests, generating samples and collecting evidence - all in a single location
View 7 more
Fieldguide video
Fieldguide Software - Get enterprise visibility across all clients, engagements and frameworks, so you can  quickly address outstanding actions or potential issues
Fieldguide Software - Fieldguide’s practitioner-centric AI intelligently suggests test plans, reviews evidence, and makes suggestions to improve engagement quality, increase team productivity, and boost margins
Fieldguide Software - Instant engagement insight lets both clients and team members easily  see how an engagement is progressing with controls, documents and tasks
Fieldguide Software - Fieldguide’s one-click reports shave hours of tedious work by automatically generating reports with  all the relevant data - right from your own custom templates
Fieldguide Software - View risk controls, along with related requests, documents, tasks and sign-offs. Intelligently cross-map and link associated items to eliminate redundant work and potential errors
Fieldguide Software - Streamline engagements and reduce the back-and-forth with clients by  collaborating on tests, generating samples and collecting evidence - all in a single location

Not sure about Fieldguide? Compare with a popular alternative

Fieldguide

4.7 (41)
VS.

Starting Price

No pricing found
No pricing found

Pricing Options

Free version
Free trial
Free version
Free trial

Features

112
13

Integrations

No integrations found
1

Ease of Use

4.6 (41)
4.1 (22)

Value for Money

4.6 (41)
4.3 (22)

Customer Service

5.0 (41)
4.3 (22)
Green rating bars show the winning product based on the average rating and number of reviews.

Alternatives

CaseWare IDEA

4.4
#1 Alternative to Fieldguide
Caseware IDEA is a fixed asset management software designed to help businesses import and analyze data from various...

Microsoft Excel

4.8
#2 Alternative to Fieldguide
Excel is a spreadsheet management software program with data analysis tools to help users track and visualize data for...

CCH ProSystem fx

4.2
#3 Alternative to Fieldguide
CCH ProSystem fx is a practice management software that provides businesses with dashboards to manage firm, project,...

MyVCM

4.5
#4 Alternative to Fieldguide
MyVCM by Ostendio is an integrated risk management platform designed to help SMBs operate their cybersecurity programs....

Reviews

Overall rating

4.7 /5
(41)
Value for Money
4.6/5
Features
4.6/5
Ease of Use
4.6/5
Customer Support
5.0/5

Already have Fieldguide?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 41
Peter
Peter
Overall rating
  • Industry: Accounting
  • Company size: 51–200 Employees
  • Used Weekly for 1+ year
  • 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

MyVCM

Reasons for Choosing Fieldguide

More functionality in Fieldguide.

Reasons for Switching to Fieldguide

Cost and ease of use.
Ashley
Overall rating
  • Industry: Accounting
  • Company size: 501–1,000 Employees
  • Used Daily for 1+ year
  • 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.

John
Overall rating
  • 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

Stephen
Overall rating
  • Industry: Accounting
  • Company size: 5,001–10,000 Employees
  • Used Daily for 6-12 months
  • 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.

Shane
Overall rating
  • 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.

Showing 5 reviews of 41 Read all reviews

Fieldguide FAQs

Below are some frequently asked questions for Fieldguide.

Fieldguide offers the following pricing plans:

  • Free Trial: Not Available

Fieldguide has the following typical customers:

51–200, 201–500, 501–1,000, 1,001–5,000

Fieldguide supports the following languages:

English

Fieldguide supports the following devices:

We do not have any information about what integrations Fieldguide has

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.