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Fieldguide AI Platform Reviews & Product Details

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.

Seller

Fieldguide

Discussions

Fieldguide AI Platform Community

Languages Supported

English

Overview by

Miguel Tam

Top-Rated Alternatives

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Fieldguide AI Platform Media

Fieldguide AI Platform Demo - Enterprise Visibility across All Engagements, Clients and Frameworks

Get enterprise visibility across all clients, engagements and frameworks, so you can quickly address outstanding actions or potential issues

Fieldguide AI Platform Demo - AI-Powered Review and Assistance

Fieldguide’s practitioner-centric AI intelligently suggests test plans, reviews evidence, and makes suggestions to improve engagement quality, increase team productivity, and boost margins

Fieldguide AI Platform Demo - One-Click Report Generation Saves Hours of Effort

One-click reports shave hours of tedious work by automatically generating reports with all the relevant data - right from your own custom templates

Fieldguide AI Platform Demo - Get Real-Time Status and Engagement Insights

Instant engagement insight lets both clients and team members easily see how an engagement is progressing with controls, documents and tasks

Fieldguide AI Platform Demo - Centralize Risk Control Matrices, Requests, Documents & Tasks

View risk controls, along with related requests, documents, tasks and sign-offs. Intelligently cross-map and link associated items to eliminate redundant work and potential errors

Fieldguide AI Platform Demo - Streamline Testing with Easy Client Collaboration

Streamline engagements and reduce the back-and-forth with clients by collaborating on tests, generating samples and collecting evidence - all in a single location

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Verified User in Information Technology and Services

Enterprise (> 1000 emp.)

10/6/2022

"Fieldguide Overview"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Johanna B.

Marketing Executive

Enterprise (> 1000 emp.)

10/24/2022

"Task management and powerful team collaboration tool"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Natwar M.

SAP Consultant

Enterprise (> 1000 emp.)

10/10/2022

"Fieldguide Summary"

4.5/5

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

James W.

Senior Manager

Mid-Market (51-1000 emp.)

11/29/2022

"Gets the job done and then some"

4/5

What do you like best about Fieldguide AI Platform?

It's summarization tools and quick feedback views are unmatched Review collected by and hosted on G2.com.

What do you dislike about Fieldguide AI Platform?

At times you may need to dig deeper to obtain finer detail. Review collected by and hosted on G2.com.

Pete R.

Director of IT Risk Advisory Practice

Small-Business (50 or fewer emp.)

1/22/2021

"Perfect Solution For Our Audit/Assurance Practice"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Capital Markets

Small-Business (50 or fewer emp.)

8/14/2022

"Reviewing Fieldguide"

4.5/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Amit K.

Executive

Mid-Market (51-1000 emp.)

6/10/2022

"Very useful tool for automation industry"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Fieldguide AI Platform?

Pricing can be reduced to attract more users to use this tool. Review collected by and hosted on G2.com.

Verified User in Accounting

Enterprise (> 1000 emp.)

11/17/2021

"Review as a SOC auditor"

2.5/5

What do you like best about Fieldguide AI Platform?

Ability to work in the sheets and documents simultaneously with other auditors. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.