Fieldguide 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Fieldguide

4.7

(42)

Pricing

Pricing available upon request

About Fieldguide

Fieldguide is an AI-powered engagement software platform for audit and advisory firms. It streamlines the entire lifecycle of any engagement including SOC 2, PCI, HITRUST, ISO and more. Fieldguide caters to professionals at audit and advisory firms who manage security, compliance and risk assessments.

The platform provides end-to-end automation for visibility, consistency and control across clients, engagements and frameworks. This ranges from readiness assessment to the final audit report. Fieldguide's modern engagement features increase efficiency and reduce manual work and errors. It does this by keeping staff happy and reducing tedious tasks. Fieldguide improves the client experience through first-class collaboration. This reduces miscommunications and boosts client satisfaction. The software has an intuitive and flexible approach that works for a single practice or an entire firm.

Fieldguide Screenshots

Fieldguide Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Fieldguide Features

Popular features found in Audit
Alerts/Notifications
Audit Trail
Corrective and Preventive Actions (CAPA)
Dashboard
Document Management
Document Storage
Forms Management
Inspection Management
Issue Management
Risk Assessment
Task Management
Workflow Management
More features of Fieldguide
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Alerts/Escalation
API
Approval Process Control
Approval Workflow
Archiving & Retention
Assessment Management
Assignment Management
Auditing
Audit Management
Audit Planning
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 Creation
Data Connectors
Data Discovery
Data Extraction
Data Import/Export
Data Management
Data Security
Data Visualization
Document Capture
Document Classification
Document Generation
Document Review
Document Templates
Electronic Forms
Electronic Signature
Email Management
Environmental Compliance
File Management
File Recovery
File Sharing
File Transfer
For Accountants
For CPA Firms
Full Text Search
HIPAA Compliant
ISO Compliance
@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 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 Progress Tracking
Template Management
Templates
Third-Party Integrations
Timer
To-Do List
User Management
Vendor Management
Version Control
Workflow Configuration

Fieldguide User Reviews

Overall Rating

4.7

Ratings Breakdown

74%

24%

Secondary Ratings

Ease of Use

4.6

Value for money

4.6

Customer support

5.0

Functionality

4.6

Peter K.

Verified reviewer

Accounting

51-200 employees

Used weekly for less than 2 years

Reviewed May 2021

Changing public accounting

Great business partner in deploying out training and engagements.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Fieldguide

Cost and ease of use.

Reasons for switching to Fieldguide

More functionality in Fieldguide.

Shane P.

Verified reviewer

Accounting

1001-5000 employees

Used daily for less than 2 years

Reviewed October 2024

Better than all the other solutions for completing security compliance assessments.

Great customer success team. There are many opportunities to streamline and automate tasks that were heavily manual in the past.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Fieldguide

We got sick of managing a custom solution and wanted a solution more purpose-built to our needs.

Stephen H.

Verified reviewer

Accounting

5001-10000 employees

Used daily for less than 12 months

Reviewed November 2021

Review - SOC auditor

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Fieldguide

To find a more collaborative product that produced cumbersome reports automatically.

Ashley M.

Verified reviewer

Accounting

501-1000 employees

Used daily for less than 2 years

Reviewed December 2024

Fieldguide

I really enjoy using Fieldguide. It is efficient to have all your workpapers from the client in one spot, pick samples, and complete testing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Fieldguide

Fieldguide had more efficient processes for completing and updating SOC reports.

Chris W.

Verified reviewer

Accounting

51-200 employees

Used daily for less than 6 months

Reviewed November 2021

SOC 2 Automation for Auditors

Through Fieldguide we have automated the tracking or processing of our most time-consuming SOC2 processes which enable us to provide a higher quality and more consistent end-result year-over-year. Fieldguide also enables us to embrace each engagements unique components without shoehorning boilerplate into our processes and documents.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Fieldguide is clearly designed and innovated with the auditor's perspective in-mind. From engagement setup to statistical sampling and tracking client submissions, it makes the auditor's life easier. In addition, the onboarding experience is the best we've had with any product in the technical space. Our onboarding resources clearly knew the product, auditor workflow, and were excellent guides.

Cons:

The only area we would like to see improvement in currently is adding additional frameworks.

Reasons for choosing Fieldguide

A strong recommendation from a well-respected peer-firm, the clear auditor-first perspective, and the engagement with Fieldguide regarding roadmaps, questions, etc. during the pre-sales process.

Reasons for switching to Fieldguide

Cost-benefit analysis no longer made sense in light of Fieldguide's "Auditor first" mindset when compared to MyVCM.

Donald E.

Verified reviewer

Information Technology and Services

201-500 employees

Used monthly for less than 12 months

Reviewed December 2023

Best Product for Productivity

Overall experience has been great, it has truly helped from a document management and splitting up work perspective.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Everyone can work on the same workpapers simultaneously.

Cons:

Reports take a lot of work to create. Templates can be finicky.

Reasons for switching to Fieldguide

Clunky system, hard to check in and out files.

Husnain K.

Verified reviewer

Accounting

501-1000 employees

Used daily for less than 2 years

Reviewed June 2025

FIELDGUIDE IS A MUST HAVE AUDIT TOOL

10/10 - Went from working in spreadsheets to fieldguide and it makes everything much easier, saves time, allows you to see changes made to documentation and AI is great.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Streamlines auditing process and makes it much easier to document compared to using traditional spreadsheets. Can collaborate with clients and clients really like the requests feature.

Cons:

Nothing comes to mind, can provide feedback to their team and they can add it as an improvement they'll consider

John R.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Reviewed December 2024

Other name for professional excellence = Field guide

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Client -auditor excellent interaction tool.

Cons:

Reporting parent engagement, exception rating compilation others

Sean M.

Verified reviewer

Accounting

5001-10000 employees

Used daily for less than 2 years

Reviewed November 2024

Fieldguide Review

its great! I use it every day! It has become an extension of my team and I's work.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The AI features. These save me a ton of time filling our inherent risk and also with request lists.

Cons:

I dont like how the sheet column changes on SOC Attribute Testing Sheets

Verified

Reviewer

Accounting

501-1000 employees

Used daily for more than 2 years

Reviewed June 2024

Reliable, Innovative, Practical.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Updates upon feedback are considered proactively. AI features are innovative and useful for my daily job. Feels like I am using a cutting edge technology for my use case.

Cons:

Setting up new engagements (at first), but carrying them over year over year is easy to do.

Showing 1 - 10 of 42 Reviews

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