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 |
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| 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.
