---
title: Fieldguide AI Platform Reviews
meta_title: 'Fieldguide AI Platform Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 10 reviews by the users' company size, role or industry to
  find out how Fieldguide AI Platform works for a business like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 10
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Fieldguide AI Platform Reviews
**Vendor:** Fieldguide  
**Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 10
## About Fieldguide AI Platform
Built by and for practitioners, Fieldguideʼs AI Advisory & Audit Cloud makes it amazingly easy for clients and teams to automate the entire lifecycle of any type of engagement. Our cloud-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, AI-powered 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.




## Fieldguide AI Platform Reviews
  ### 1. Review as a SOC auditor

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** November 17, 2021

**What do you like best about Fieldguide AI Platform?**

Ability to work in the sheets and documents simultaneously with other auditors.

**What do you dislike about Fieldguide AI Platform?**

Document management - moving documents, renaming, deleting, signing off, etc. The ability to edit in bulk would be useful.

**What problems is Fieldguide AI Platform solving and how is that benefiting you?**

Collaboration on large audit files.


## Fieldguide AI Platform Discussions
  - [What is Fieldguide used for?](https://www.g2.com/discussions/what-is-fieldguide-used-for)

- [View Fieldguide AI Platform pricing details and edition comparison](https://www.g2.com/products/fieldguide-ai-platform/reviews?filters%5Bnps_score%5D%5B%5D=3&section=pricing&secure%5Bexpires_at%5D=2026-08-13+19%3A50%3A50+-0500&secure%5Bsession_id%5D=334a0cb7-d430-4a45-b74a-d27cd3635182&secure%5Btoken%5D=4f0ea3e0fdfbe4aceac7e95dc25ceb93129560fd2d3f368e17fdf357f394627e&format=llm_user)

## Fieldguide AI Platform Features
**Communication**
- Client Portals
- Automation
- Consolidation

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Collaboration**
- Collaboration
- Tasks
- Version Control
- Approval Process Control

**Billing**
- Time
- Reporting
- Activity Dashboard

**Onboarding**
- Document Templates
- Checklists
- New Client
- Customizable Templates

**Visibility**
- Job Status
- Metrics
- File Organization
- Audit Trail
- Notifications
- Third-Party Integrations

**Agentic AI  - Accounting Practice Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration

**Additional Functionality**
- Invoice Management
- Expense Tracking
- Generative AI
- Online Payments
- Messaging
- Financial Analysis
- Email Management
- Workflow Management
- Customizable Reports
- Client Management
- Document Management
- Time Tracking
- Staff Management
- Timer
- Search/Filter
- For Accountants
- Multi-Currency
- Financial Management
- For CPA Firms
- API
- Progress Tracking
- Task Management
- Secure Data Storage
- Electronic Payments
- Reporting & Statistics
- Credit Card Processing
- Time & Expense Tracking
- Project Management
- Appointment Management
- Approval Workflow
- Billing & Invoicing
- Document Storage
- Status Tracking
- Configurable Workflow
- Due Date Tracking
- Project Time Tracking
- Reminders
- Accounting
- Data Import/Export
- AI Copilot
- Reporting/Analytics
- Customizable Branding
- Invoice Processing

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