About Tool

Fieldguide supports audit firms, advisory practices, and compliance teams by providing a unified platform to manage entire engagements from planning and document collection to testing, review, and reporting. It replaces spreadsheets, email exchanges, and manual workflows with a cloud-native, collaborative solution. The platform leverages domain-specific AI to assist with evidence collection, document review, control mapping, risk assessments, and report generation. By organizing all workpapers, requests, and communication in one place, Fieldguide boosts efficiency, reduces human error, and ensures consistency across engagements, whether handling compliance audits, SOC/SOC 2 audits, financial audits, IT audits, or advisory engagements.

Key Features

• AI-powered workflows: automated document review, risk assessment, control testing, and evidence linking tailored for audit/advisory contexts
• Full engagement management: end-to-end support from request gathering to testing and final report
• Smart document management: centralized workpaper storage, automated document linking, versioning, and team collaboration
• Request management & client portal: manage client submissions, status tracking, and reduce back-and-forth communication
• Reporting automation: simplified report generation for audits, SOC, compliance, financial reviews, and advisory work
• Support for multiple frameworks: SOC 1/SOC 2, PCI, ISO, HITRUST, HIPAA, internal audits, financial audits
• Collaboration & cloud-native architecture: real-time team collaboration, document sharing, tracking, and secure data handling

Pros

• Reduces manual workload and paperwork associated with audits and compliance engagements
• Centralizes workflows, improving visibility and consistency across engagements
• AI-assisted automation increases speed, accuracy, and quality of audits
• Supports multiple compliance frameworks, making it versatile for various audit/advisory services
• Cloud-based collaboration supports remote teams and client interactions

Cons

• May be heavyweight for very small firms or light audit workloads
• Setup and onboarding require adaptation of workflow processes to fully leverage AI features
• Occasional performance limitations with large documents or certain file types

Who is Using?

Fieldguide is used by audit and advisory firms, compliance teams, internal audit departments, IT audit teams, risk and compliance consultancies, and firms handling SOC, PCI, ISO, HITRUST, regulatory audits, financial audits, or advisory engagements. It is suitable for teams managing multiple clients and audit frameworks requiring scalable, repeatable workflows.

Pricing

Fieldguide uses a custom enterprise pricing model based on firm size, number of engagements, users, and features/modules required. Organizations typically request a tailored quote depending on workflow complexity, frameworks supported, and storage needs.

What Makes Unique?

Fieldguide combines AI-driven automation with full lifecycle engagement management, from client requests to final reporting. Its focus on audit, compliance, and advisory workflows including support for multiple frameworks and automated evidence/control mapping makes it more specialized and powerful than general-purpose project management or document tools.

How We Rated It

• Ease of Use: ⭐⭐⭐⭐☆ — intuitive UI and collaboration features; learning curve exists for complex setups
• Features: ⭐⭐⭐⭐⭐ — comprehensive functionality including document management, workflow automation, reporting, and compliance frameworks
• Value for Money: ⭐⭐⭐⭐☆ — strong value for medium-to-large firms; smaller firms should evaluate ROI
• Flexibility & Utility: ⭐⭐⭐⭐⭐ — versatile across frameworks, engagement types, and audit scales

Fieldguide is a modern and capable platform for audit, compliance, and advisory firms seeking to streamline work, reduce manual effort, and increase consistency and quality. Its AI-assisted automation, document management, and end-to-end workflow support are particularly useful for firms handling multiple clients or frameworks. For scalable, secure, and feature-rich audit management, Fieldguide is a strong choice.