Fieldguide is an automation and collaboration platform for assurance and advisory firms, providing end-to-end digitization of the audit and advisory engagement workflow. Fieldguide is designed specifically for modern CPA and audit firms, streamlining processes such as audit planning, evidence collection, client communication, and reporting—all within a single, cloud-based platform.
Founded by former Big Four practitioners and experienced technology leaders, Fieldguide addresses the unique challenges of the assurance industry, including margin pressure, complex compliance requirements, and the need to deliver a superior client experience. By automating manual tasks and facilitating secure collaboration, Fieldguide helps firms improve operational efficiency, win new business, and strengthen client relationships.
The Technology That Enabled Fieldguide
Fieldguide leverages vertical AI and cloud-based automation to digitize traditionally paper-driven and fragmented audit workflows. Its platform integrates with commonly used tools in the accounting sector, enabling seamless data sharing, workflow automation, and real-time collaboration between team members and clients. This not only accelerates audit delivery but also significantly reduces the risk of errors and compliance lapses.
Who Uses Fieldguide?
Fieldguide is trusted by top CPA and advisory firms seeking to modernize their operations. Its user base includes assurance professionals, auditors, and advisory teams who need to manage complex engagements efficiently and securely. The platform is particularly valued by firms aiming to improve margins and drive business growth in a competitive market.
Fieldguide's Competitors and the Audit Workflow Software Landscape
Fieldguide operates within the audit workflow software and audit management solutions space. It competes with several established and emerging platforms, each offering varying degrees of automation, analytics, and workflow integration:
- AuditBoard: Focuses on audit, risk, IT security, and ESG programs with a collaborative risk management platform.
- Thomson Reuters: Offers audit software for tax and accounting professionals with data analytics integration.
- Wolters Kluwer: Provides cloud-based financial audit solutions to boost productivity.
- Workiva: Centralizes audit management with automation and reporting capabilities.
- Diligent (WeGalvanize.com): Delivers flexible audit management solutions for efficiency across the audit cycle.
- ComplianceQuest: Offers audit management tools for compliance-driven industries.
- Resolver: Automates workflows and improves audit client interactivity.
- HGINT: Provides workflow and task-based audit management tools.
- Qualityze: Features AI-powered audit management for quality and compliance-driven audits.
Fieldguide differentiates itself by focusing on deep automation, seamless collaboration, and a vertical SaaS approach tailored to the unique workflows of assurance and advisory practices.
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