Rating
4.7
42 reviews
Categories
14
Founded
2020
Employees
200
Funding
122.3M
Series C
Advisory and audit firms are facing stretched staff, rising client demands, and shrinking margins—keeping up isn’t enough, staying ahead is key. Fieldguide automates engagements, delivers real-time insights, and transforms client interactions—freeing your team to focus on growth. Imagine reducing 40 hours of reporting to 40 seconds or gaining 35% more time for strategy, clients, and innovation. With AI-powered workflows, one-click reporting, and seamless collaboration, Fieldguide streamlines every phase of your engagements. Gain total visibility into your firm’s work, spot risks before they happen, and make smarter, data-driven decisions. With intuitive client collaboration and automated workflows, firms accelerate engagements by 28% while boosting client satisfaction. Fieldguide helps firms work smarter, scale faster, and stay ahead. Reclaim your time for growth and success.
Ad spend / mo
$2K
19 paid keywords
Paid visits / mo
304
Organic keywords
1,125
Organic visits / mo
5,226
Authority
33
1,130 ref domains
Creatives run
67
as Fieldguide Inc.
Active now
30
last 14 days
Advertising since
Mar 2025
1+ yr running
Last seen
today
still active
Running 24 ads on LinkedIn as Fieldguide - a paid B2B channel, on top of any Google/Capterra spend.
The shared messaging across Accounting Firm Practice Management Software advertisers - the validated angles to copy. See the niche →
(42 reviews)
10/10 - Went from working in spreadsheets to fieldguide and it makes everything much easier, saves time, allows you to see changes made to documentation and AI is great.
Pros: Streamlines auditing process and makes it much easier to document compared to using traditional spreadsheets. Can collaborate with clients and clients really like the requests feature.
Cons: Nothing comes to mind, can provide feedback to their team and they can add it as an improvement they'll consider
Husnain K. · Cybersecurity Consultant · Accounting · June 18, 2025
Pros: Client -auditor excellent interaction tool.
Cons: Reporting parent engagement, exception rating compilation others
John R. · Senior consultant · Accounting · December 18, 2024
I really enjoy using Fieldguide. It is efficient to have all your workpapers from the client in one spot, pick samples, and complete testing.
| Category | Page | Rank | Placement |
|---|---|---|---|
| Accounting Practice Management | 1 | 1 | AdShortlist |
Domain confidence 98%
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Audits and AI
AI Audit Automation — A practical guide to AI and auditing, from top 500 advisory and audit firms. Download Now. Best...
https://www.fieldguide.io
Audits and AI - Practical Guide for AI Systems
Best practices on navigating audits involving AI from Top 500 advisory and audit firms. Boost your...
https://www.fieldguide.io
Audits and AI - AI Audit Automation
A practical guide to AI and auditing, from top 500 advisory and audit firms. Download Now. Best...
https://www.fieldguide.io
AI Audit & Advisory Platform | Download Fieldguide's eGuide
Best practices on navigating audits involving AI from Top 500 advisory and audit firms. Boost your team's productivity with Fieldguide's AI-powered audit software.
https://www.fieldguide.io
Compliance Audits - AI for Compliance Audits
A practical guide to AI and auditing, from top 500 advisory and audit firms. Download Now. Best...
https://www.fieldguide.io
Cons: When there are excel files, you can only open them in the online version and edit it. If you open it in the desktop version, your changes could be lost.
Ashley M. · Risk Advisory Services · Accounting · December 11, 2024
its great! I use it every day! It has become an extension of my team and I's work.
Pros: The AI features. These save me a ton of time filling our inherent risk and also with request lists.
Cons: I dont like how the sheet column changes on SOC Attribute Testing Sheets
Sean M. · Risk and Advisory Consultant · Accounting · November 22, 2024
Great customer success team. There are many opportunities to streamline and automate tasks that were heavily manual in the past.
Pros: Automation of reports. Ability to create cross-mapped engagements, and streamline processes for both the client and my team.
Cons: Support for cross-mapped engagements is good but can use improvement in a few areas.
Shane P. · Managing Director of Information Assurance Services · Accounting · October 30, 2024
My experience has been very positive. Fieldguide continues to improve but I would like to see them to continue to offer different features and options to continue to make the overall experience more efficient.
Pros: Live time updating and having the ability to have multiple people working on a single engagement.
Cons: The review process in Fieldguide could be more efficient with the ability to have multiple different views so that someone could review a piece of evidence while also reading a testing table that corresponds to the evidence.
Ben S. · IT Risk Advisory · Accounting · September 10, 2024
My overall experience is good however, editing files especially PDF seems to be difficult in the application.
Pros: Easy to navigate, it saves a lot of time to communicate for a data request from client.
Cons: PDF Edit seems harder in the application.
KUNAL G. · Sr. Auditor · Information Technology and Services · August 16, 2024
Pros: Fieldguide has been a wonderful tool to facilitate our audits; clients love the ease of use, and the tool has streamlined collaboration with our team members across the globe.
Cons: Can't think of anything - Fieldguide has been great!
Chris K. · Senior Associate · Accounting · July 8, 2024
Pros: Updates upon feedback are considered proactively. AI features are innovative and useful for my daily job. Feels like I am using a cutting edge technology for my use case.
Cons: Setting up new engagements (at first), but carrying them over year over year is easy to do.
Anonymous User · Staff Auditor · Accounting · June 12, 2024
Pros: Fieldguide is extremely user friendly for all levels of expertise. It is excellent for document management and keeping connected with team tasks.
Cons: I have not had a negative experience with Fieldguide yet!
Taja W. · Administrative Assistant · Accounting · May 24, 2024
Pros: Easy to use, helps with efficiency, robust platform that can become a central location for all of your work.
Cons: When transitioning to Fieldguide, it took some time getting used to how things work. After a short period of time the platform becomes very intuitive and easy to use.
Benjamin B. · IT Risk Advisory Staff · Accounting · December 6, 2023
Overall experience has been great, it has truly helped from a document management and splitting up work perspective.
Pros: Everyone can work on the same workpapers simultaneously.
Cons: Reports take a lot of work to create. Templates can be finicky.
Donald E. · IT Risk Manager · Information Technology and Services · December 1, 2023
Pros: The product is great but the customer support and service make it best in class.
Cons: As we move to a more automated solution it was a challenge to reengineer our internal processes to match Fieldguide's capabilities.
Tim W. · Senior Manager · Accounting · December 1, 2023
Pros: FieldGuide is very easy to use, multiple users can edit at once!
Cons: Minor design limitations and bulk editing
Mike L. · IT RAS Staff · Computer & Network Security · November 30, 2023
Pros: The best part about using FieldGuide was the incredible customer service and quick feedback loop. The team always followed up quickly and helped us implement new features or discover new ways of using the platform to make our jobs easier.
Cons: Overall, I don't have any big complaints about the product. I think one point of improvement could be drag & drop functionality in the browser to allow for easier management of sheet rows.
Zach S. · RAA Intern · Accounting · November 27, 2023
Great
Pros: User friendly, smooth communication between the auditor and client, manages documents well.
Cons: Nothing as such, I like field guide and it is improving day by day.
Anchal P. · Senior Consultant · Accounting · October 6, 2023
Pros: The product is very user friendly. There are also a lot of functions such as the filtering that make it easy to find what you are looking for.
Cons: The only con for this product is that sometimes when scrolling the screen will jump.
Lizzie S. · IT RAS · Information Technology and Services · September 13, 2023
Pros: Ease of use, ease of transparency, ease of collaboration
Cons: Would like to see more automation and integration with other audit frameworks
Brian B. · Business Risk Services Director · Information Technology and Services · August 8, 2023
Pretty decent
Pros: It helps us save lot of time. Easy to use
Cons: Sometimes can be very overwhelming Takes time to adjust
Manik S. · Senior consultant · Accounting · July 3, 2023
Pros: The dashboard is really good, I like how it shows all your tasks and what requests are open, ready for review, or changed requested. The look of the tool is very modern and way better than PFX. I prefer working on Fieldguide then PFX.
Cons: I've had sometimes the website crash on me when i'm in a documenting and testing the controls. Fieldguide could be more smooth. The editing tools for tagging documents could use a overhaul such as adding more features. For example adobe allows me to add stamps. I wish Fieldguide can do that.
Francis D. · Business Risk Service Associate · Accounting · June 30, 2023
Pros: The linkage and mapping in the background which reduces a lot of the administrative work we used to have to deal with.
Cons: Handling of tasks (filtering, deleting, addressing, inability to add on certain things)
Jodi H. · Audit Principal · Accounting · June 16, 2023
Pros: Fieldguide seamlessly digitizes the entire engagement lifecycle, delivering unparalleled efficiency and effectiveness.One of the standout features of Field Guide is its all-in-one approach. Gone are the days of juggling multiple tools and systems to manage engagements. Field Guide consolidates everything onto a single platform, streamlining our workflows and reducing manual effort. This has significantly improved our productivity, allowing us to focus on delivering top-notch service to our clients.
Cons: When importing a excel sheet to fieldguide to create samples it can get sometimes buggy where it doesn’t match up right in fieldguide. For example columns and rows don’t match up.
Sandy P. · Risk Service Associate · Accounting · June 10, 2023
Pros: I can see the controls easily and get to where I need to go.
Cons: Slow at times and buggy, could support more files formats.
francis d. · RIsk Service Associate · Accounting · June 7, 2023
Pros: Its very user friendly. Its very convenient to test, document and monitor project status through Feildguide
Cons: Nothing yet. But the clients have been complain about the document upload process.
Varsha R. · Senior · Information Technology and Services · May 11, 2023
Pros: ability to customize dashboards and that the tasks are available to on page start up
Cons: Sometimes hard to find evidence and filtering can cause some headache
Malcolm A. · Consulting · Accounting · May 5, 2023
| Audit | 1 | 3 | AdShortlist |
| Compliance | 1 | 3 | Ad |
| Conflict Checking | 1 | 6 | - |
| PCI Compliance | 1 | 20 | - |
| Client Onboarding | 1 | 24 | - |
| ESG | 2 | 1 | - |
| HIPAA Compliance | 2 | 10 | - |
| Assessment | 2 | 24 | - |
| Data Analysis | 3 | 5 | - |
| Reporting | 4 | 13 | - |
| Document Management | 5 | 40 | - |
| Workflow Management | 6 | 4 | - |
| Collaboration | 7 | 5 | - |