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Fieldguide Reviews & Product Details

PR
Director of IT Risk Advisory Practice
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Fieldguide?

The Fieldguide platform has been a terrific time saver for our audit teams by providing an end-to-end workflow environment for us to complete engagements without the need to ever download and save files. Clients have commented on how easy the platform is for them to use for uploading documents and evidence as well.

The Fieldguide team has been VERY responsive and great to work with and are genuinely invested in our success. They listen to requests and suggestions and release new features almost weekly. Review collected by and hosted on G2.com.

What do you dislike about Fieldguide?

I can't think of anything I dislike about the product. It's been a complete game changer for our practice. Review collected by and hosted on G2.com.

What problems is Fieldguide solving and how is that benefiting you?

Historically we have struggled with software that was difficult to setup and use, and it was too cumbersome to realize the efficiencies we had hoped it would provide. With Fieldguide, we have what we need in one place, and get a much greater visibility into the engagement process. We are also realizing a significant amount of time savings in our workflows. Review collected by and hosted on G2.com.

Fieldguide Overview

What is Fieldguide?

Built by and for practitioners, Fieldguideʼs AI Advisory & Audit Cloud makes it amazingly easy for clients and teams to automate the entire lifecycle of any type of engagement. Our cloud-based software helps firms take advantage of the increasing demand for audit and advisory services by addressing the challenges of scarce talent, remote collaboration, and modern client expectations. Fieldguide provides end-to-end visibility across all engagements, streamlined collaboration with distributed clients and teams, and unparalleled staff productivity for any framework, including SOC 1 & SOC 2, HITRUST, PCI DSS, HIPAA, and many more. Instead of juggling siloed legacy tools, practitioners can rely on Fieldguide as a single source of truth, with all the capabilities that they need to run engagements from kickoff to completion. Streamlined requests, AI-powered document management, intelligent framework mapping, and one-click reports are just some of the unique Fieldguide features that help firms drive greater visibility across all engagements, while delivering a first-class client experience. Top 500 firms like Wipfli, Mazars and BerryDunn trust Fieldguide to increase revenue, boost client satisfaction, and improve profits. Fieldguide has received multiple awards from industry associations, and the company is backed by top venture capital firms, including 8VC, Y Combinator, and Floodgate.

Fieldguide Details
Languages Supported
English
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Product Description

Fieldguide is the only end-to-end workflow platform that is purpose-built for leading risk practices.


Seller Details
Year Founded
2020
HQ Location
San Francisco, California, United States
Twitter
@fieldguide
128 Twitter followers
LinkedIn® Page
www.linkedin.com
98 employees on LinkedIn®

Miguel T.
MT
Overview Provided by:

Recent Fieldguide Reviews

Verified User
I
Verified UserSmall-Business (50 or fewer emp.)
4.5 out of 5
"Reviewing Fieldguide"
It is the most popular cloud solution technology with efficient features in a affordable price as compare to the other cloud solution partner
JW
James W.Mid-Market (51-1000 emp.)
4.0 out of 5
"Gets the job done and then some"
It's summarization tools and quick feedback views are unmatched
Johanna B.
JB
Johanna B.Enterprise (> 1000 emp.)
4.5 out of 5
"Task management and powerful team collaboration tool"
Fieldguide has built reliable communication infrastructure between the company and our clients. It tracks progress of tasks to enhance effective wo...
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Fieldguide Media

Fieldguide Demo - Enterprise Visibility across All Engagements, Clients and Frameworks
Get enterprise visibility across all clients, engagements and frameworks, so you can quickly address outstanding actions or potential issues
Fieldguide Demo - AI-Powered Review and Assistance
Fieldguide’s practitioner-centric AI intelligently suggests test plans, reviews evidence, and makes suggestions to improve engagement quality, increase team productivity, and boost margins
Fieldguide Demo - One-Click Report Generation Saves Hours of Effort
One-click reports shave hours of tedious work by automatically generating reports with all the relevant data - right from your own custom templates
Fieldguide Demo - Get Real-Time Status and Engagement Insights
Instant engagement insight lets both clients and team members easily see how an engagement is progressing with controls, documents and tasks
Fieldguide Demo - Centralize Risk Control Matrices, Requests, Documents & Tasks
View risk controls, along with related requests, documents, tasks and sign-offs. Intelligently cross-map and link associated items to eliminate redundant work and potential errors
Fieldguide Demo - Streamline Testing with Easy Client Collaboration
Streamline engagements and reduce the back-and-forth with clients by collaborating on tests, generating samples and collecting evidence - all in a single location
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9 out of 10 Total Reviews for Fieldguide

4.4 out of 5
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9 out of 10 Total Reviews for Fieldguide
4.4 out of 5
9 out of 10 Total Reviews for Fieldguide
4.4 out of 5

Fieldguide Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
This product has not yet received any negative sentiments.
G2 reviews are authentic and verified.
Verified User in Information Technology and Services
UI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Fieldguide?

A terrific app platform for the audit practice firms which provides end to end workflow environment which helps in reducing the overall time as there is no need for downloading and saving files. Their customer support team is too good, very responsive and always open for feedback and suggestions. Review collected by and hosted on G2.com.

What do you dislike about Fieldguide?

There is nothing to dislike, as this app is really a must needed platform for the audit assurance firms with easy and smooth user interface, all time support and easy solutions. Review collected by and hosted on G2.com.

What problems is Fieldguide solving and how is that benefiting you?

There are other similar software but that has been really time consuming and there are some or the other flaws but with Fieldguide, it is all easy to go in very simple and user friendly steps, it's simply all the things in one place. Review collected by and hosted on G2.com.

Johanna B.
JB
Marketing Executive
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Fieldguide?

Fieldguide has built reliable communication infrastructure between the company and our clients. It tracks progress of tasks to enhance effective workflow. It gives clear directions to our sales and marketing agents on the field on how to interact and engage potential customers. Review collected by and hosted on G2.com.

What do you dislike about Fieldguide?

The software has provided the best services in line with my career. I have not experienced any performance barrier that could affect performance. Review collected by and hosted on G2.com.

What problems is Fieldguide solving and how is that benefiting you?

It provides timeframes for the implementation of given tasks and projects. It monitors data networks across the organization on relationship of various departments. Fieldguide mitigates sales and marketing risks with real-time insights. Review collected by and hosted on G2.com.

NM
SAP Consultant
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Fieldguide?

An amazing platform for audit and assurance teams which provides one stop solution to these firms for managing all the audit engagements without the need of downloading and saving files Review collected by and hosted on G2.com.

What do you dislike about Fieldguide?

I haven't found any point of dislike till now, the platform is good enough and is really helpful for all the audit & assurance practice firms, it's a complete resource in itself. Review collected by and hosted on G2.com.

What problems is Fieldguide solving and how is that benefiting you?

Earlier, the softwares that were used involves too many steps right from downloading the forms, filling the details, submitting again, but with Fieldguide, this process has become efficient, we have got everything at one single place. Review collected by and hosted on G2.com.

JW
Senior Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Fieldguide?

It's summarization tools and quick feedback views are unmatched Review collected by and hosted on G2.com.

What do you dislike about Fieldguide?

At times you may need to dig deeper to obtain finer detail. Review collected by and hosted on G2.com.

What problems is Fieldguide solving and how is that benefiting you?

Engagement management - while you don't necessarily need Fieldguide, it makes your job as an auditor that much easier with it Review collected by and hosted on G2.com.

Verified User in Capital Markets
IC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Fieldguide?

It is the most popular cloud solution technology with efficient features in a affordable price as compare to the other cloud solution partner Review collected by and hosted on G2.com.

What do you dislike about Fieldguide?

As of now there is nothing to dislike.it is a growing cloud solution partner and emerging day by day with better efficiency Review collected by and hosted on G2.com.

What problems is Fieldguide solving and how is that benefiting you?

As of now it is solving the limited storage and infra managing services by providing an scale up storage solution Review collected by and hosted on G2.com.

AK
Executive
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Fieldguide?

Easy to connect with your team in real time and work on documents simultaneously and linking the documents for better workflow. Review collected by and hosted on G2.com.

What do you dislike about Fieldguide?

Pricing can be reduced to attract more users to use this tool. Review collected by and hosted on G2.com.

What problems is Fieldguide solving and how is that benefiting you?

we can standardize documents for better analysis and reports are generated very quickly with just one click. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Fieldguide?

Ability to work in the sheets and documents simultaneously with other auditors. Review collected by and hosted on G2.com.

What do you dislike about Fieldguide?

Document management - moving documents, renaming, deleting, signing off, etc. The ability to edit in bulk would be useful. Review collected by and hosted on G2.com.

What problems is Fieldguide solving and how is that benefiting you?

Collaboration on large audit files. Review collected by and hosted on G2.com.

Abby Narasimhan C.
AC
Consulting Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Fieldguide?

Ease of the request and reporting features. Review collected by and hosted on G2.com.

What do you dislike about Fieldguide?

That the filters carry from one sheet to another sheet. Review collected by and hosted on G2.com.

What problems is Fieldguide solving and how is that benefiting you?

We used a spreadsheet for our information request items. It was a hassle for our clients and us to keep track of things. The @mention feature allows us to communicate with our clients and keep track of conversations instead of searching through old emails. Review collected by and hosted on G2.com.

Verified User in Accounting
EA
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Fieldguide?

Linking, connecting and workflow management for SOC engagements. Really has streamlined our workflow. Review collected by and hosted on G2.com.

What do you dislike about Fieldguide?

Reporting still in its infancy, but best practices by Fieldguide has really helped. Review collected by and hosted on G2.com.

What problems is Fieldguide solving and how is that benefiting you?

Client workflow management and administering engagements. Much easier to collabortae wtih clients now. Review collected by and hosted on G2.com.