Last Updated
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.
Overall Rating
Based on 5 users reviews
4.8
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
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
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.
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.
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.
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.
Pros And Cons of FieldGuide
Pros
It increases efficiency through AI and automation
The software enables smooth client collaboration via dedicated portal
The platform integrates with numerous tools
The system offers multiple compliance frameworks
Cons
It requires a custom set up to align with firm-specific workflows and methodologies
The platform’s reporting features still need some improvements to provide accurate results
FieldGuide Reviews
Total 5 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars80%
4
Stars20%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“Available at an affordable price”
Pros
The pricing is really competitive compared to other cloud solutions and I like how efficient all the features are. Overall it's become one of the most widely used platforms for good reason as you get great value for your money.
Cons
Currently I cannot find any real downsides to mention. Though it is still developing as a cloud solution provider and keeps getting better over time.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
9
Mid Market, 51-100 employees
“Reliable with impressive extra features”
Pros
Fieldguide summarization features and instant feedback displays are simply amazing as I have never seen anything better than this.
Cons
Sometimes I find myself having to dig around more than I would like to get the specific details I need.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
7
Functionality
9
Marketing, 500+ employees
“Excellent team collaboration with task tracking”
Pros
The communication setup between our company and clients has been rock solid. Also I like that it keeps tabs on task progress which makes our workflow much smoother. Plus our field agents get clear guidance on customer interactions and engagement strategies which has been invaluable.
Cons
I have not come across any performance issues or barriers that would impact my work as this tool has served me well throughout my career.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
8
Functionality
10
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.