--- title: "Fieldguide Software Reviews, Demo & Pricing - 2026" description: "Review of Fieldguide Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/conflict-checking/fieldguide-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Audit Software](https://www.softwareadvice.com/audit/) / Fieldguide Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/conflict-checking/fieldguide-profile/reviews/)[Alternatives](https://www.softwareadvice.com/conflict-checking/fieldguide-profile/alternatives/) # Fieldguide Review Custom quote 1 plan 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 [Pointerpro](https://www.softwareadvice.com/customer-experience/survey-anyplace-profile/) 4.6 [(276)](https://www.softwareadvice.com/customer-experience/survey-anyplace-profile/reviews/) Ratings Breakdown - 4.42Ease of use - 4.34Value for money - 4.69Customer support - 4.50Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Connecteam](https://www.softwareadvice.com/hr/connecteam-profile/) 4.6 [(5316)](https://www.softwareadvice.com/hr/connecteam-profile/reviews/) Ratings Breakdown - 4.66Ease of use - 4.47Value for money - 4.61Customer support - 4.53Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Cloud Assess](https://www.softwareadvice.com/lms/cloud-assess-profile/) 4.7 [(96)](https://www.softwareadvice.com/lms/cloud-assess-profile/reviews/) Ratings Breakdown - 4.67Ease of use - 4.48Value for money - 4.73Customer support - 4.43Functionality Pricing Available upon request Get Price Alternative Product [Process Street](https://www.softwareadvice.com/project-management/process-street-profile/) 4.7 [(652)](https://www.softwareadvice.com/project-management/process-street-profile/reviews/) Ratings Breakdown - 4.59Ease of use - 4.65Value for money - 4.74Customer support - 4.47Functionality Pricing Available upon request Get Price Alternative Product [Contentverse](https://www.softwareadvice.com/cms/contentverse-profile/) 4.1 [(19)](https://www.softwareadvice.com/cms/contentverse-profile/reviews/) Ratings Breakdown - 4.05Ease of use - 3.79Value for money - 4.24Customer support - 4.0Functionality Pricing Starting at $40.00 per month 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 ## Fieldguide customer ratings - Overall rating: 4.7/5 - Total reviews: 42 ### Rating distribution - 5 stars: 31 reviews (74%) - 4 stars: 10 reviews (24%) - 3 stars: 1 reviews (2%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.6/5 - Value for money: 4.6/5 - Customer support: 5.0/5 - Functionality: 4.6/5 --- ### Changing public accounting - Overall rating: 5/5 - Reviewer: Peter K. - Verified reviewer: Yes - Industry: Accounting - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: May 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Great business partner in deploying out training and engagements. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### Fieldguide - Overall rating: 4/5 - Reviewer: Ashley M. - Verified reviewer: Yes - Industry: Accounting - Company size: 501-1000 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### Review - SOC auditor - Overall rating: 3/5 - Reviewer: Stephen H. - Verified reviewer: Yes - Industry: Accounting - Company size: 5001-10000 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 2/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Better than all the other solutions for completing security compliance assessments. - Overall rating: 5/5 - Reviewer: Shane P. - Verified reviewer: Yes - Industry: Accounting - Company size: 1001-5000 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. --- ### SOC 2 Automation for Auditors - Overall rating: 4/5 - Reviewer: Chris W. - Verified reviewer: Yes - Industry: Accounting - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Best Product for Productivity - Overall rating: 4/5 - Reviewer: Donald E. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 201-500 employees - Product usage: Used monthly for less than 12 months - Reviewed: December 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall experience has been great, it has truly helped from a document management and splitting up work perspective. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### FIELDGUIDE IS A MUST HAVE AUDIT TOOL - Overall rating: 5/5 - Reviewer: Husnain K. - Verified reviewer: Yes - Industry: Accounting - Company size: 501-1000 employees - Product usage: Used daily for less than 2 years - Reviewed: June 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Other name for professional excellence = Field guide - Overall rating: 5/5 - Reviewer: John R. - Verified reviewer: Yes - Industry: Accounting - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Client -auditor excellent interaction tool. #### Cons Reporting parent engagement, exception rating compilation others --- ### Fieldguide for Conducting Audit Fieldwork - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Computer & Network Security - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Really good product with a few bugs, but the support teams and williningness to provide flexible services where possible to continue building the product goes a long way. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The software provides a nice interface to exchange documents and notes with auditees/auditors to keep the audit process moving. It's intuitive which avoids confusion when uploading documents and changing task status. The dashboards also provide a nice status summary of audits so both auditees and auditors know the status of fieldwork in real time. Most importantly the software comes with very timely and professional support when there are questions or issues. #### Cons The reporting functions are a little over complicated. A feature to simply print to pdf/word report narrations, and tables without creating separate templates would be ideal. There is also a lack of reference points/user guides to help perform import function and generate reports. The guess and check methods of learning what the software will do in certain scenarios in inefficient, and a summary/user guide would be helpful to answer common questions, provide step by step procedures, warnings, FYIs, etc. One major item with importing is its unclear what gets overridden vs. is added in the software in addition, and this makes for a messy setup at time. --- ### Reliable, Innovative, Practical. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 501-1000 employees - Product usage: Used daily for more than 2 years - Reviewed: June 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 [See All Reviews](https://www.softwareadvice.com/conflict-checking/fieldguide-profile/reviews/) ## Fieldguide Popular Comparisons [Pointerpro vs Fieldguide](https://www.softwareadvice.com/conflict-checking/fieldguide-profile/vs/survey-anyplace/)[Connecteam vs Fieldguide](https://www.softwareadvice.com/hr/connecteam-profile/vs/fieldguide/)[Cloud Assess vs Fieldguide](https://www.softwareadvice.com/lms/cloud-assess-profile/vs/fieldguide/) [Compare All Alternatives](https://www.softwareadvice.com/conflict-checking/fieldguide-profile/alternatives/) ## Other Top Recommended Audit Software [VelocityEHS](https://www.softwareadvice.com/compliance/velocityehs-profile/) **4.4** (85) Recently recommended **17** times [Sprinto](https://www.softwareadvice.com/compliance/sprinto-profile/) **4.7** (86) Recently recommended **15** times [NAVEX IRM](https://www.softwareadvice.com/product/76152-Navex-IRM/) **4.7** (20) Recently recommended **10** times [Resolver](https://www.softwareadvice.com/pci-compliance/grc-cloud-profile/) **4.4** (80) Recently recommended **9** times Stuck Between Options? 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