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Fieldguide Logo

AI Platform for Advisory and Audit

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Fieldguide - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

Fieldguide overview

What is Fieldguide?

Built by and for practitioners, Fieldguide’s AI Advisory & Audit Platform makes it amazingly easy for clients and teams to automate the entire lifecycle of any type of engagement. Our AI-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.

Starting price

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Alternatives

Fieldguide’s user interface

Ease of use rating:

Fieldguide pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(11)
5(31)

What do users say about Fieldguide?

Easy to navigate, it saves a lot of time to communicate for a data request from client.

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Who uses Fieldguide?

Based on 42 verified user reviews.

Company size

Midsize Businesses

Enterprises

Small Businesses

Top industries

Accounting
Information Technology and Services

Use cases

Audit
Assessment
Document Management
Reporting
Compliance

Fieldguide's key features

Most critical features, based on insights from Fieldguide users:

Access controls/permissions
Activity dashboard
Activity tracking
Ad hoc reporting
Alerts/Escalation
Alerts/Notifications
API
Approval process control
Approval workflow
Archiving & retention

All Fieldguide features

Features rating:

Access controls/permissions
Activity dashboard
Activity tracking
Ad hoc reporting
Alerts/Escalation
Alerts/Notifications
API
Approval process control
Approval workflow
Archiving & retention
Assessment management
Assignment management
Auditing
Audit management
Audit planning
Audit trail
Business process automation
Change management
Chat/Messaging
Checklists
Client management
Client portal
Collaboration tools
Commenting/Notes
Communication management
Compliance management
Compliance tracking
Configurable workflow
Content management
Customer engagement
Customizable branding
Customizable dashboard
Customizable fields
Customizable forms
Customizable reports
Customizable templates
Dashboard
Dashboard creation
Data connectors
Data discovery
Data extraction
Data import/export
Data management
Data security
Data visualization
Document capture
Document classification
Document generation
Document management
Document review
Document storage
Document templates
Electronic forms
Electronic signature
Email management
Environmental compliance
File management
File recovery
File sharing
File transfer
For accountants
For cpa firms
Forms management
Full text search
HIPAA compliant
ISO compliance
Issue management
@mentions
Messaging
Onboarding
PCI assessment
PCI compliance
Performance metrics
Policy management
Process/Workflow automation
Progress tracking
Project management
Query builder
Real-Time analytics
Real-Time data
Real time editing
Real-Time notifications
Real-Time reporting
Reminders
Reporting/Analytics
Reporting & statistics
Risk alerts
Risk analysis
Risk assessment
Risk management
Role-Based permissions
Sarbanes-Oxley compliance
Scheduled/Automated reports
Search/Filter
Secure data storage
Secure login
Security auditing
Self-service analytics
Self service data preparation
Single sign on
Status tracking
Surveys & feedback
Tagging
Task management
Task progress tracking
Template management
Templates
Third-Party integrations
Timer
To-Do list
User management
Vendor management
Version control
Workflow configuration
Workflow management

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Fieldguide support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Knowledge Base
Email/Help Desk
Phone Support
Chat

Training options

Documentation
Live Online
Webinars
Videos

Fieldguide FAQs

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