Fieldguide boosts efficiency and margins while delivering a modern client experience. While the platform’s reporting features still require some improvements to provide accurate results, they automate routine audit tasks and report generation, enhancing client satisfaction, request management, and AI-powered test procedures.
FieldGuide Specifications
Policy and Document Management
Risk Assessment and Mitigation
Regulatory Compliance Tracking
Audit Management
What Is FieldGuide?
Fieldguide software enhances engagement through AI-powered tools for audit and advisory firms. It manages end-to-end workflows, from assessments and document and request handling to final reporting, within a single, collaborative portal. The software drives consistency and accuracy through structured automation, integrated Office file editing, and extensive client collaboration. Its enterprise-grade AI further accelerates drafting test procedures, analyzing documents, and generating reports while ensuring traceability and adherence to a firm's methodology.
FieldGuide Pricing
FieldGuide pricing is not mentioned on its official website. Customized pricing is provided on request.
FieldGuide Integrations
FieldGuide integrates with:
Who Is FieldGuide For?
FieldGuide is suitable for the following industries and sectors:
- Risk Advisory
- IT Auditors
- Regulatory organizations
- ESG agencies
Is FieldGuide Right For You?
Fieldguide software is suitable for firms aiming for scalable, efficient audit and advisory operations. It delivers structured, AI-enhanced workflows that reduce manual effort and errors. The client portal enhances satisfaction through smooth collaboration. The platform also integrates with numerous tools including Office, SSO, and APIs, allowing firms with diverse tech ecosystems to achieve long-term growth.
Still not sure if FieldGuide is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
FieldGuide Features
Fieldguide offers AI-powered recommendations that identify client control gaps and suggest improvements to enhance compliance. It provides extensive risk control libraries that enable comprehensive task, request, and document management.
See How It WorksThe software provides customizable cybersecurity and privacy assessments that help firms and clients uncover and address practice gaps. It delivers pre-built control frameworks for PCI, HITRUST, ISO 27001, HIPAA, and custom standards, automating workflows from controls to test procedures.
See How It WorksThe platform’s AI-powered guidance suggests improvements to client documentation to meet regulatory standards effectively. Its executive dashboards provide visibility into engagement progress, tracking tasks, requests, and milestones across multiple regulatory initiatives.
See How It WorksThe system delivers AI-driven SOC recommendations by summarizing client documentation and identifying control weaknesses. It manages SOC readiness workflows that encompass controls, questionnaires, documents, and reporting, all within a single platform.
See How It Works