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Overview

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.

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FieldGuide Specifications

  • Third‑Party/Vendor Risk Management
  • Compliance Framework Builder and Checklist Tools
  • Regulatory Compliance Tracking
  • ESG Metrics Tracking and Reporting
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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.

Interested purchasers can investigate FieldGuide price to obtain the perfect edition.

FieldGuide Integrations

FieldGuide integrates with:

Users can watch a free FieldGuide demo to learn more about its integration functionality.

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

Regulatory Compliance

The 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.

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Cybersecurity & Privacy

The 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.

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Risk Advisory

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.

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SOC Readiness

The 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.

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Pros And Cons of FieldGuide

Pros

  • The platform integrates with numerous tools

  • The system offers multiple compliance frameworks

  • It increases efficiency through AI and automation

  • The software enables smooth client collaboration via dedicated portal

Cons

  • The platform’s reporting features still need some improvements to provide accurate results

  • It requires a custom set up to align with firm-specific workflows and methodologies

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Frequently Asked Questions

Does FieldGuide offers an API?

Yes, FieldGuide does offer an API.

Does FieldGuide has a mobile app?

No, FieldGuide does not offer a mobile app.

What language does FieldGuide support?

FieldGuide supports English language only.

What types of pricing plans does FieldGuide offer?

FieldGuide cost is not listed on its official website. The software offers customized pricing upon inquiry. Users can examine FieldGuide pricing to redeem the optimum package.

Who are the typical users of FieldGuide?

The typical users of FieldGuide include Risk Advisory, IT Auditors, Regulatory organizations, and ESG agencies.

What level of support does FieldGuide offer?

FieldGuide offers support through blog, events, contact, resource library, ROI calculator, webinars, and e-guides.

What other apps does FieldGuide integrates with?

FieldGuide integrations include LDAP, Okta, Azure AD, SAML, Office 365, Dropbox, Google Drive, and more.