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.
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
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.
The hardware requirements are quite severe.
