# Fieldguide Software Reviews, Demo & Pricing - 2026

> Review of Fieldguide Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/conflict-checking/fieldguide-profile

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Fieldguide

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Overview

[Reviews](https://www.softwareadvice.com/conflict-checking/fieldguide-profile/reviews/)[Alternatives](https://www.softwareadvice.com/conflict-checking/fieldguide-profile/alternatives/)

# Fieldguide 2026: Benefits, Features & Pricing

Wondering if Fieldguide is right for your organization?

Our Audit Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Fieldguide

4.7

[(42)](https://www.softwareadvice.com/conflict-checking/fieldguide-profile/reviews/)

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.

Wondering if Fieldguide is right for your organization?

Our Audit Software selection experts can help you in 15 minutes or less.

## Fieldguide User Interface

## Popular Fieldguide Alternatives

Main Product

Fieldguide

4.7

[(42)](https://www.softwareadvice.com/conflict-checking/fieldguide-profile/reviews/)

Ratings Breakdown

-   4.60Ease of use
-   4.63Value for money
-   4.97Customer support
-   4.60Functionality

Pricing

Available upon request

Get Price

Alternative Product

[AuditBoard](https://www.softwareadvice.com/risk-management/soxhub-profile/)

4.7

[(414)](https://www.softwareadvice.com/risk-management/soxhub-profile/reviews/)

Ratings Breakdown

-   4.61Ease of use
-   4.46Value for money
-   4.56Customer support
-   4.50Functionality

Pricing

Available upon request

Get Price

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4.9

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Ratings Breakdown

-   4.81Ease of use
-   4.68Value for money
-   4.78Customer support
-   4.68Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Hyperproof](https://www.softwareadvice.com/risk-management/hyperproof-profile/)

4.8

[(115)](https://www.softwareadvice.com/risk-management/hyperproof-profile/reviews/)

Ratings Breakdown

-   4.75Ease of use
-   4.66Value for money
-   4.84Customer support
-   4.54Functionality

Pricing

Starting at $12000.00 per year

Get Price

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[SafetyCulture](https://www.softwareadvice.com/cmms/iauditor-profile/)

4.6

[(354)](https://www.softwareadvice.com/cmms/iauditor-profile/reviews/)

Ratings Breakdown

-   4.62Ease of use
-   4.47Value for money
-   4.55Customer support
-   4.44Functionality

Pricing

Starting at A$29.00 per month

Get Price

Alternative Product

[Netwrix Auditor](https://www.softwareadvice.com/risk-management/netwrix-auditor-profile/)

4.5

[(212)](https://www.softwareadvice.com/risk-management/netwrix-auditor-profile/reviews/)

Ratings Breakdown

-   4.14Ease of use
-   4.36Value for money
-   4.38Customer support
-   4.43Functionality

Pricing

Available upon request

Get Price

## 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

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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
    
    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 Automation
    
    Workflow Configuration
    

## Fieldguide User Reviews

Overall Rating

4.7

Ratings Breakdown

5

74%

4

24%

3

2%

2

0%

1

0%

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

5

Great business partner in deploying out training and engagements.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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.

Read More

SP

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.

5

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

Ratings Breakdown

4

Ease of use

4

Value for money

5

Customer support

5

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.

Read More

SH

Stephen H.

Verified reviewer

Accounting

5001-10000 employees

Used daily for less than 12 months

Reviewed November 2021

Review - SOC auditor

3

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

2

Ease of use

4

Value for money

5

Customer support

4

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.

Read More

AM

Ashley M.

Verified reviewer

Accounting

501-1000 employees

Used daily for less than 2 years

Reviewed December 2024

Fieldguide

4

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

4

Ease of use

4

Value for money

4

Customer support

4

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.

Read More

CW

Chris W.

Verified reviewer

Accounting

51-200 employees

Used daily for less than 6 months

Reviewed November 2021

SOC 2 Automation for Auditors

4

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

4

Ease of use

5

Value for money

5

Customer support

4

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.

Read More

DE

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

4

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

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

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.

Read More

HK

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

5

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

5

Ease of use

5

Value for money

5

Customer support

5

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

Read More

JR

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

5

Ratings Breakdown

5

Ease of use

5

Customer support

5

Functionality

Pros:

Client -auditor excellent interaction tool.

Cons:

Reporting parent engagement, exception rating compilation others

Read More

SM

Sean M.

Verified reviewer

Accounting

5001-10000 employees

Used daily for less than 2 years

Reviewed November 2024

Fieldguide Review

5

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

Ratings Breakdown

4

Ease of use

4

Value for money

5

Customer support

4

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

Read More

VR

Verified

Reviewer

Accounting

501-1000 employees

Used daily for more than 2 years

Reviewed June 2024

Reliable, Innovative, Practical.

5

Ratings Breakdown

5

Ease of use

5

Customer support

4

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.

Read More

Showing 1 - 10 of 42 Reviews

[See All Reviews](https://www.softwareadvice.com/conflict-checking/fieldguide-profile/reviews/)

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[AuditBoard vs Fieldguide](https://www.softwareadvice.com/conflict-checking/fieldguide-profile/vs/soxhub/)

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