Fieldguide is a modern, AI-powered platform purpose-built to automate risk, audit, compliance, and advisory services. Tailored for accounting firms and internal audit teams, Fieldguide replaces fragmented, manual workflows with an end-to-end digital solution. It unifies document management, project collaboration, data requests, and evidence tracking in one intelligent platform.
What makes Fieldguide stand out is its focus on continuous risk and compliance automation. Leveraging machine learning and NLP, the platform understands audit methodologies, adapts to firm-specific processes, and helps teams deliver faster, higher-quality engagements. Fieldguide is particularly suited for service lines like SOC 2, SOX, HIPAA, ISO, and internal controls testing.
Features of Fieldguide
AI-Driven Workflows
Fieldguide’s AI assists with task generation, documentation review, control mapping, and workflow recommendations based on the audit context.
End-to-End Engagement Management
Plan, execute, and review engagements within a single platform. Includes risk assessments, testing procedures, and issue tracking.
Real-Time Collaboration
Collaborate with team members, clients, and stakeholders through integrated messaging, document sharing, and progress tracking.
Dynamic Templates
Start engagements faster using templates for SOC 1, SOC 2, PCI, SOX, ISO 27001, and more—customizable to meet client-specific needs.
Automated Evidence Collection
Automatically send, receive, and track evidence requests. Reduce back-and-forth emails and improve document organization.
Integrated Controls and Frameworks
Link controls to multiple frameworks and standards, allowing for reuse across different client engagements.
Dashboards and Reporting
Real-time dashboards show project status, control coverage, overdue tasks, and testing outcomes for better oversight.
Secure Cloud Environment
Fieldguide is built on enterprise-grade infrastructure with encryption, role-based access controls, and audit logs.
API and Integration Support
Integrates with identity providers (e.g., Okta), file storage (e.g., Google Drive), and accounting platforms (e.g., QuickBooks).
How Fieldguide Works
Onboard Your Firm or Team
Set up your firm’s workflows, templates, and roles. Import client data and define your service lines.Launch an Engagement
Select a client and choose an engagement template (e.g., SOC 2 Type 2). Customize tasks, controls, and milestones.Collaborate and Collect Evidence
Assign tasks to staff and request documentation from clients via secure portals. Collaborate using comments and real-time updates.Test Controls and Track Issues
Perform and document control testing directly in the platform. Link issues to controls and assign remediation.Finalize Reports
Use built-in reporting tools to generate client-ready deliverables. Export findings and summaries in standard formats.Leverage Insights and AI
Use Fieldguide’s analytics and AI suggestions to streamline future audits and refine methodologies.
Use Cases for Fieldguide
Assurance and Advisory Firms
Streamline SOC, SOX, and ISO engagements across multiple clients while standardizing quality and documentation.
Internal Audit Teams
Manage internal risk assessments, compliance testing, and reporting from a centralized platform.
CFOs and Compliance Officers
Gain real-time visibility into audit status, control health, and risk exposure.
Service Providers and MSPs
Deliver IT compliance audits and readiness assessments with faster turnaround and better client collaboration.
Regulated Industries
Banks, healthcare providers, and tech firms benefit from improved audit transparency and documentation quality.
Pricing of Fieldguide
As of June 2025, Fieldguide does not publicly list its pricing on the website. Pricing is customized based on:
Number of users or seats
Number of concurrent client engagements
Scope of service lines (e.g., SOC, SOX, ISO)
Support and onboarding requirements
API and integration needs
Interested firms must book a demo via https://www.fieldguide.io to receive a personalized quote and walkthrough of the platform.
Strengths of Fieldguide
End-to-end solution for assurance and audit services
Strong AI capabilities for automation and documentation review
Built for CPA firms, advisors, and internal audit teams
Enhances collaboration between clients and auditors
Secure, cloud-native platform with compliance in mind
Supports multiple frameworks and service lines
Reduces manual data entry and increases engagement efficiency
Drawbacks of Fieldguide
Pricing is not transparent for small firms to assess upfront
AI features may require initial training and onboarding to realize full value
Currently focused on audit and advisory services—less suitable for broader enterprise risk management
May involve a learning curve for non-technical users unfamiliar with audit workflows
Comparison with Other Tools
Fieldguide vs. Workiva
Workiva is a powerful compliance and reporting platform for large enterprises. Fieldguide is more tailored to mid-sized firms and audit teams with a narrower focus on risk and assurance workflows.
Fieldguide vs. AuditBoard
AuditBoard offers a broad suite for enterprise risk, audit, and compliance. Fieldguide competes closely but focuses more on automation and ease-of-use for service firms.
Fieldguide vs. Hyperproof
Hyperproof helps with compliance management and continuous monitoring. Fieldguide offers a more structured, engagement-based experience tailored to auditors.
Fieldguide vs. LogicGate
LogicGate is more customizable but complex. Fieldguide offers out-of-the-box templates and AI features for quick deployment in audit contexts.
Customer Reviews and Testimonials
Fieldguide is trusted by leading CPA firms and audit teams that want to modernize and scale their operations.
“Fieldguide saved us countless hours on SOC audits. Our teams collaborate more efficiently, and our clients love the portal.” – Partner, Mid-Sized CPA Firm
“We went from scattered spreadsheets and emails to a unified audit system that’s both powerful and user-friendly.” – Director of Internal Audit, FinTech Company
“The AI features are a game-changer. Our reviewers get cleaner files and fewer back-and-forths.” – Audit Manager
The platform has also been featured in industry publications like Accounting Today and has received recognition for innovation in audit technology.
Conclusion
Fieldguide is transforming how risk, audit, and compliance services are delivered. With AI-powered automation, built-in collaboration tools, and support for multiple frameworks, it helps firms move faster, reduce errors, and deliver better client experiences.
Whether you’re managing a SOC 2 engagement or internal audit controls, Fieldguide provides the technology to standardize, scale, and future-proof your assurance workflows.
