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Fieldguide

(4.7)

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Paid Plan - Custom

Platform:

Web

Best for:

Engagement Automation

Free Trial:

Not Available

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AIChief Verdict
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AIChief Rating

(4.7)

Visit Fieldguide

At AIChief, our team understands that working in advisory and audit firms can be a challenge. For this reason, we tested Fieldguide. We love how it has multiple tools for managing documents and managing customer engagements. In addition, our team loves the request management as it helped improve the service delivery. So, it’s a must-try tool!

Features

(4.6)

Accessibility

(4.7)

Compatibility

(4.6)

User Friendliness

(4.7)

Updated October 21, 2025

Fieldguide is an advisory and auditing service automation tool. It can help improve client engagement and improve efficiency for advisory and audit firms. In addition, it offers end-to-end engagement analytics, which means you get the insights to make decisions. Also, it helps firms manage business documents and work papers and automatically handle them. 

The best thing about Fieldguide is the client engagement hub. It can help improve client satisfaction. In addition, it can automate and simplify client requests, so the business processes are more streamlined. Lastly, it can generate reports with one click.

Fieldguide Review Summary
Performance Score
A+
Automation Quality
Precise and collaborative business document automation
Interface
Intuitive
AI Technology
  • Natural language processing
  • Machine learning algorithms
Purpose of Tool
Offer end-to-end engagement workflow and business document management through a singular dashboard
Compatibility
Web-based interface
Pricing
Book a demo

Who is Using Fieldguide?

  • Accounting firms: They can streamline audits, improve client communication, and gain valuable insights into engagement performance.   
  • Consulting firms: They can enhance project management and improve client collaboration. In addition, it can automate reporting for various advisory services. 
  • Internal audit departments: They can improve the efficiency and effectiveness of internal audits, streamline workflows, and enhance risk management.   
  • Compliance and risk advisory firms: They can get assistance with regulatory compliance audits, risk assessments, and other advisory services. This is because it can conduct compliance checks and internal audits.
Fieldguide Key Features
Document management
Client hub
Engagement hub
Business audits
Reporting automation
ROI calculator
Request management
Insights and analytics

Is Fieldguide Free?

No, Fieldguide is not a free tool but you cannot access the pricing information from the website. Instead, you�ve to book a demo from the website to get pricing details.

Fieldguide Pros & Cons

Pros
Streamline advisory and audit processes.
Minimize the need for manual business tasks.
Improve client satisfaction through engagement hubs.
Secure and quick management of business data and documents.
Scalable and flexible.
Cons
The hardware requirements are quite severe.

FAQs

Does Fieldguide provide a demo?

Yes, Fieldguide offers a product demo that lasts five minutes. This helps understand how this tool can streamline engagement and improve margins.

Does Fieldguide come with an ROI calculator?

Yes, Fieldguide offers an ROI calculator. It can calculate the returns on investment and impact within 30 seconds. 

Does Fieldguide help with regulatory compliance?

Yes, Fieldguide can help with regulatory compliance. That’s because it can assist with financial audits, DSS assessments, SOC2 engagement, and internal audits. 

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