# 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. Fieldguide Overview **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 06, 2022 **What do you like best about Fieldguide AI Platform?** A terrific app platform for the audit practice firms which provides end to end workflow environment which helps in reducing the overall time as there is no need for downloading and saving files. Their customer support team is too good, very responsive and always open for feedback and suggestions. **What do you dislike about Fieldguide AI Platform?** There is nothing to dislike, as this app is really a must needed platform for the audit assurance firms with easy and smooth user interface, all time support and easy solutions. **What problems is Fieldguide AI Platform solving and how is that benefiting you?** There are other similar software but that has been really time consuming and there are some or the other flaws but with Fieldguide, it is all easy to go in very simple and user friendly steps, it's simply all the things in one place. ### 2. Task management and powerful team collaboration tool **Rating:** 4.5/5.0 stars **Reviewed by:** Johanna B. | Marketing Executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2022 **What do you like best about Fieldguide AI Platform?** Fieldguide has built reliable communication infrastructure between the company and our clients. It tracks progress of tasks to enhance effective workflow. It gives clear directions to our sales and marketing agents on the field on how to interact and engage potential customers. **What do you dislike about Fieldguide AI Platform?** The software has provided the best services in line with my career. I have not experienced any performance barrier that could affect performance. **What problems is Fieldguide AI Platform solving and how is that benefiting you?** It provides timeframes for the implementation of given tasks and projects. It monitors data networks across the organization on relationship of various departments. Fieldguide mitigates sales and marketing risks with real-time insights. ### 3. Fieldguide Summary **Rating:** 4.5/5.0 stars **Reviewed by:** Natwar M. | SAP Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** October 10, 2022 **What do you like best about Fieldguide AI Platform?** An amazing platform for audit and assurance teams which provides one stop solution to these firms for managing all the audit engagements without the need of downloading and saving files **What do you dislike about Fieldguide AI Platform?** I haven't found any point of dislike till now, the platform is good enough and is really helpful for all the audit & assurance practice firms, it's a complete resource in itself. **What problems is Fieldguide AI Platform solving and how is that benefiting you?** Earlier, the softwares that were used involves too many steps right from downloading the forms, filling the details, submitting again, but with Fieldguide, this process has become efficient, we have got everything at one single place. ### 4. Gets the job done and then some **Rating:** 4.0/5.0 stars **Reviewed by:** James W. | Senior Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 29, 2022 **What do you like best about Fieldguide AI Platform?** It's summarization tools and quick feedback views are unmatched **What do you dislike about Fieldguide AI Platform?** At times you may need to dig deeper to obtain finer detail. **What problems is Fieldguide AI Platform solving and how is that benefiting you?** Engagement management - while you don't necessarily need Fieldguide, it makes your job as an auditor that much easier with it ### 5. Perfect Solution For Our Audit/Assurance Practice **Rating:** 5.0/5.0 stars **Reviewed by:** Pete R. | Director of IT Risk Advisory Practice, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2021 **What do you like best about Fieldguide AI Platform?** The Fieldguide platform has been a terrific time saver for our audit teams by providing an end-to-end workflow environment for us to complete engagements without the need to ever download and save files. Clients have commented on how easy the platform is for them to use for uploading documents and evidence as well. The Fieldguide team has been VERY responsive and great to work with and are genuinely invested in our success. They listen to requests and suggestions and release new features almost weekly. **What do you dislike about Fieldguide AI Platform?** I can't think of anything I dislike about the product. It's been a complete game changer for our practice. **What problems is Fieldguide AI Platform solving and how is that benefiting you?** Historically we have struggled with software that was difficult to setup and use, and it was too cumbersome to realize the efficiencies we had hoped it would provide. With Fieldguide, we have what we need in one place, and get a much greater visibility into the engagement process. We are also realizing a significant amount of time savings in our workflows. ### 6. Reviewing Fieldguide **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Capital Markets | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2022 **What do you like best about Fieldguide AI Platform?** It is the most popular cloud solution technology with efficient features in a affordable price as compare to the other cloud solution partner **What do you dislike about Fieldguide AI Platform?** As of now there is nothing to dislike.it is a growing cloud solution partner and emerging day by day with better efficiency **What problems is Fieldguide AI Platform solving and how is that benefiting you?** As of now it is solving the limited storage and infra managing services by providing an scale up storage solution ### 7. Very useful tool for automation industry **Rating:** 4.5/5.0 stars **Reviewed by:** Amit K. | Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2022 **What do you like best about Fieldguide AI Platform?** Easy to connect with your team in real time and work on documents simultaneously and linking the documents for better workflow. **What do you dislike about Fieldguide AI Platform?** Pricing can be reduced to attract more users to use this tool. **What problems is Fieldguide AI Platform solving and how is that benefiting you?** we can standardize documents for better analysis and reports are generated very quickly with just one click. ### 8. 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. ### 9. Fieldguide Review **Rating:** 5.0/5.0 stars **Reviewed by:** Abby Narasimhan C. | Consulting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2021 **What do you like best about Fieldguide AI Platform?** Ease of the request and reporting features. **What do you dislike about Fieldguide AI Platform?** That the filters carry from one sheet to another sheet. **What problems is Fieldguide AI Platform solving and how is that benefiting you?** We used a spreadsheet for our information request items. It was a hassle for our clients and us to keep track of things. The @mention feature allows us to communicate with our clients and keep track of conversations instead of searching through old emails. ### 10. Changing public accounting. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2021 **What do you like best about Fieldguide AI Platform?** Linking, connecting and workflow management for SOC engagements. Really has streamlined our workflow. **What do you dislike about Fieldguide AI Platform?** Reporting still in its infancy, but best practices by Fieldguide has really helped. **What problems is Fieldguide AI Platform solving and how is that benefiting you?** Client workflow management and administering engagements. Much easier to collabortae wtih clients now. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-25+13%3A06%3A44+-0500&secure%5Bsession_id%5D=03053528-b00f-4c8b-a62a-a6749507cad0&secure%5Btoken%5D=c6ea78b191cedcf9a726d3728c3c2af3d62abccc2452abec58b6c6f38a7b25e0&format=llm_user) ## Fieldguide AI Platform Features **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Collaboration** - Collaboration - Tasks - Version Control **Billing** - Time - Reporting **Onboarding** - Templates - Checklists - New Client **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top Fieldguide AI Platform Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (820 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (676 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)