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Fieldguide

C
C tier on External Audit SoftwareScore 6.2 · #7 of 29
Android app
Not listed
Free plan
No
Runs on
api, Web
fieldguide.com
The Fieldguide homepage
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Summary

Fieldguide is an AI-native platform for audit and advisory firms, bringing practitioners, clients, and Field Agents together around engagement work. Its agents can assist with planning, audit testing, review, financial statements, and engagement orchestration, while practitioners direct and review their work. A shared client portal organizes requests, evidence, and status; clients and engagement teams can edit documents and comment on reports in real time. Fieldguide also stores and edits Word, Excel, and PDF files connected to engagements and workpapers. Firms can use licensed methodologies from Thomson Reuters PPC, Mercia, or CPA Canada, or use their own. Connections include GRC systems, data from more than 80 accounting, HRIS, and ticketing systems, and firm-specific integrations through a documented REST API. The platform is available on web and API. Fieldguide lists ISO 42001 and SOC 2 Type II certifications and an AIUC-1 attestation. It says data is encrypted in transit and at rest, with AWS infrastructure in United States data centers. Pricing is available on request.

Who it is for

Fieldguide is aimed at audit and advisory firms coordinating client engagements and review work. It also lists solutions for corporate internal audit and federal and defense work.

What is good

  • Field Agents support multiple engagement tasks.
  • Shared portal tracks requests, evidence, and status.
  • Clients and teams can edit documents together.
  • Integrates with more than 80 business systems.
  • Organizations own and can export their data.

What to know first

  • Pricing is available on request.
  • The Field Agents' work is directed and reviewed by practitioners.

Verdict

Fieldguide brings engagement workflows, client collaboration, documents, and AI agents into one audit and advisory platform. Its request-demo path and pricing-on-request model mean prospective buyers need to contact the company for details.

Fieldguide plans and pricing

All plans
Custom pricing Not published Pricing available upon request fieldguide.com · 4 Oct 2026

Compared on external audit software

Workpaper templates
Yesfieldguide.com
Evidence collection
Yesfieldguide.com
Review workflows
Yesfieldguide.com
Audit reporting
Yesfieldguide.com
Deployment
webfieldguide.com
Client portal
Yesfieldguide.com

Facts

Purpose
Fieldguide is an AI-native platform for audit and advisory that connects practitioners, clients, and Field Agents across engagement work.fieldguide.com · 4 Oct 2026
Field Agents
Its Field Agents support planning, audit testing, review, financial statements, and engagement orchestration, with practitioners directing and reviewing their work.fieldguide.com · 4 Oct 2026
Client collaboration
The platform provides a shared client portal for requests, evidence, and status, with clients and engagement teams able to edit documents and comment on reports in real time.fieldguide.com · 4 Oct 2026
Document management
Users can store, organize, and edit Word, Excel, and PDF files in Fieldguide, with documents tied to engagements and workpapers.fieldguide.com · 4 Oct 2026
Methodologies
Firms can use licensed methodologies from Thomson Reuters PPC, Mercia, or CPA Canada, or deploy their own proprietary methodology.fieldguide.com · 4 Oct 2026
Integrations
Fieldguide supports GRC connections, data integrations from 80+ accounting, HRIS, and ticketing systems, and firm-specific integrations through a documented REST API.fieldguide.com · 4 Oct 2026
Identity management
The integrations page describes SSO, SCIM user provisioning, and MFA for firm and client users.fieldguide.com · 4 Oct 2026
Security certifications
Fieldguide lists ISO 42001 and SOC 2 Type II certifications and an AIUC-1 attestation.fieldguide.com · 4 Oct 2026
Data protection
The trust page says data is encrypted in transit and at rest, accounts use MFA, and AWS infrastructure is hosted in United States data centers.fieldguide.com · 4 Oct 2026
Availability
Fieldguide states it offers a financially backed SLA of 99.9% uptime and runs application monitoring and alerting 24/7.fieldguide.com · 4 Oct 2026
Data ownership
Fieldguide says organizations own their data and can export it in standard formats.fieldguide.com · 4 Oct 2026
Target users
Fieldguide describes its platform as purpose-built for audit and advisory firms and also lists solutions for corporate internal audit and federal and defense work.fieldguide.com · 4 Oct 2026
Support contact
The site offers prospective customers a request-demo contact path.fieldguide.com · 4 Oct 2026

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