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Fieldguide

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Fieldguide

"Audit and advisory firms often turn to Fieldguide when they need a better way to manage client engagements and evidence collection workflows. Keeping track of requests, documents, and sign-offs across multiple clients can get messy quickly, and this platform helps teams stay organized through that process. It works well for firms handling compliance or assurance work regularly. That said, smaller teams or businesses outside the audit space may find it more specialized than what they actually need."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

Fieldguide Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating5.0 / 5
Starting PricePer Feature
Free TrialNot available
Free VersionNot available
APINot available
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

Fieldguide Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Fieldguide

Fieldguide is a comprehensive Audit Software designed to streamline and enhance the auditing process for organizations across various industries. By automating key audit tasks such as planning, data collection, and reporting, Fieldguide increases efficiency and reduces the risk of errors. The software offers customizable audit templates, checklists, and workflows, ensuring that audits are conducted consistently and in compliance with industry standards and regulations. Fieldguide's mobile capabilities allow auditors to perform on-site inspections, capture real-time data, and attach multimedia evidence directly from the field. Advanced analytics and reporting tools provide detailed insights into audit findings, trends, and areas for improvement, enabling organizations to address issues proactively. Integration with existing enterprise systems ensures seamless data flow and comprehensive audit management, making Fieldguide an essential tool for maintaining high standards of quality and compliance.
Company Fieldguide
Founded NA
Headquarters United States
Employees NA

Support

Email Phone Chat Knowledge Base FAQs/Forum

Training

Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 2 industries available
Accounting Information Technology & Services

Why Choose Fieldguide

Problem it Solves

  • Problem it Solves Streamlines Outdoor Exploration And Enhances Nature Engagement For Users

Target Users

  • Target Users Environmental Scientists
  • Target Users Wildlife Researchers
  • Target Users Nature Enthusiasts
  • Target Users Conservationists
  • Target Users Educators

Core Use Case

  • Core Use Case Identify Anomalies
  • Core Use Case Streamline Inspections
  • Core Use Case Automate Reporting
  • Core Use Case Enhance Collaboration
  • Core Use Case Optimize Workflows

USP

  • USP Discover Nature's Wonders With Fieldguide's Intuitive Exploration Tool

Pros

  • Pros Audit workflows become significantly faster with AI-driven request management
  • Pros Built specifically for advisory and audit firms, not generic teams
  • Pros Evidence collection feels organized without chasing clients through endless emails
  • Pros Client portal keeps all requests, documents, and updates in one place
  • Pros AI extracts and maps data points from uploaded documents automatically
  • Pros Scales well across multiple engagements without losing visibility or control
  • Pros Real-time progress tracking reduces the usual end-of-audit panic

Cons

  • Cons Audit workflow setup demands significant time before teams see real value
  • Cons Advanced analytics and reporting depth reserved for higher-tier plans
  • Cons Smaller firms may find the pricing climb harder to justify
  • Cons Niche focus on audit and advisory limits broader team adoption
Editorial Buyer Guidance

Who Is Fieldguide Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlines Outdoor Exploration And Enhances Nature Engagement For Users

Target Users

  • Environmental Scientists
  • Wildlife Researchers
  • Nature Enthusiasts
  • Conservationists
  • Educators

Core Use Cases

  • Identify Anomalies
  • Streamline Inspections
  • Automate Reporting
  • Enhance Collaboration
  • Optimize Workflows

Unique Selling Point

Discover Nature's Wonders With Fieldguide's Intuitive Exploration Tool

Strengths and Limitations

Fieldguide Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Audit workflows become significantly faster with AI-driven request management
  • Built specifically for advisory and audit firms, not generic teams
  • Evidence collection feels organized without chasing clients through endless emails
  • Client portal keeps all requests, documents, and updates in one place
  • AI extracts and maps data points from uploaded documents automatically
  • Scales well across multiple engagements without losing visibility or control
  • Real-time progress tracking reduces the usual end-of-audit panic
!

Cons

  • Audit workflow setup demands significant time before teams see real value
  • Advanced analytics and reporting depth reserved for higher-tier plans
  • Smaller firms may find the pricing climb harder to justify
  • Niche focus on audit and advisory limits broader team adoption
Category-Based Capabilities

Fieldguide Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Compliance Software 20 selected features Open category ↗ ⌄
HIPAA Compliant Compliance Tracking Risk Assessment Environmental Compliance Policy Management Alerts/Escalation ISO Compliance Incident Management Risk Management OSHA Compliance Document Management Task Management Surveys & Feedback Training Management Compliance Management FDA Compliance Audit Management Audit Trail Controls Audit Access Controls/Permissions
Data Analysis Software 28 selected features Open category ↗ ⌄
Data Discovery Reporting & Statistics Multiple Data Sources Data Storage Management Predictive Analytics Visual Analytics Customizable Reports Data Mapping Ad hoc Analysis Visual Discovery Data Visualization Data Import/Export Performance Metrics Dashboard Drag & Drop Alerts/Notifications Search/Filter Charting Data Extraction Sales Trend Analysis Metadata Management Widgets Data Connectors Forecasting Sentiment Analysis Self Service Data Preparation Self-service Analytics User Management
Document Management Software 26 selected features Open category ↗ ⌄
Electronic Signature Version Control Search/Filter Approval Process Control Document Capture Commenting/Notes Task Management Collaboration Tools File Sharing Audit Trail Compliance Tracking Alerts/Notifications Activity Tracking File Recovery Archiving & Retention Offline Access Document Generation Drag & Drop Secure Data Storage Content Management Document Storage Forms Management Email Management Document Classification Document Review Tagging
Workflow Management Software 29 selected features Open category ↗ ⌄
Approval Process Control Reporting/Analytics Activity Dashboard Activity Tracking Role-Based Permissions Calendar Management Compliance Tracking Alerts/Notifications No-Code Email Management Real Time Notifications Collaboration Tools Document Storage Real Time Reporting Rules-Based Workflow Graphical Workflow Editor Task Management Search/Filter Monitoring Progress Tracking Document Management Drag & Drop Template Management Workflow Configuration Business Process Automation Commenting/Notes Access Controls/Permissions Forms Management Project Workflow
Collaboration Software 25 selected features Open category ↗ ⌄
Project Management Screen Sharing Drag & Drop @mentions Communication Management Discussions/Forums Commenting/Notes File Sharing Real Time Notifications Calendar Management Video Conferencing Chat/Messaging Version Control Task Management Contact Management Document Management Task Progress Tracking Content Management Collaboration Tools Alerts/Notifications Task Scheduling To-Do List Prioritization Tagging Assignment Management
Assessment Software 20 selected features Open category ↗ ⌄
Skill Testing Skills Tracking Certification & Licensing Progress Tracking Real Time Reporting Proctoring Test/Quiz Creation Customizable Questions Recruitment Management Scoring Assessment Management Progress Reports Pre-Employment Testing Summary Reports Template Management Skills Assessment Performance Metrics Individualized Assessments Question Library Feedback Management
Audit Management Software 20 selected features Open category ↗ ⌄
Security Auditing Change Management Asset Tracking Document Storage Real Time Reporting Incident Management Document Management Risk Assessment Audit Trail Activity Tracking Forms Management Risk Alerts Inspection Management Status Tracking Audit Planning Policy Management Issue Management Compliance Management Monitoring Risk Analysis
Accounting Practice Management Software 12 selected features Open category ↗ ⌄
Staff Management Client Portal Client Management Workflow Management Document Management Due Date Tracking Billing & Invoicing Task Management Time Tracking Project Management For CPA Firms Approval Workflow
Client Onboarding Software 17 selected features Open category ↗ ⌄
Activity Dashboard Activity Tracking Chat/Messaging Client Management Client Portal Collaboration Tools Communication Management Data Import/Export Document Management Electronic Forms Email Management Onboarding Reporting & Statistics Surveys & Feedback Task Management Third-Party Integrations Workflow Management
Conflict Checking Software 24 selected features Open category ↗ ⌄
Case Management Compliance Management Activity Dashboard Client Database Indexing Access Controls/Permissions Data Import/Export Forms Management Relationship Tracking Conflict Tracking Workflow Management Preemptive Conflict Search Search/Filter Reporting/Analytics Third-Party Integrations Activity Tracking Time Tracking Billing & Invoicing Customizable Fields Email Management Activity Dashboard Accounting Expense Tracking Artificial Intelligence
ESG Software 11 selected features ⌄
Sustainability Management Reporting/Analytics KPI Monitoring Compliance Management Performance Metrics Risk Management Survey/Poll Management Process/Workflow Automation Emissions Management Benchmarking Initiative Management
HIPAA Compliance Software 11 selected features Open category ↗ ⌄
Data Security For Healthcare Incident Management Vendor Management Risk Management Remediation Management Documentation Management Policy Training Access Controls/Permissions Compliance Tracking Audit Management
PCI Compliance Software 15 selected features Open category ↗ ⌄
Policy Management Vulnerability Scanning File Integrity Monitoring PCI Compliance PCI Assessment Risk Alerts Log Management Compliance Tracking Access Controls/Permissions Compliance Management Event Logs Exceptions Management Intrusion Detection System Audit Trail Activity Monitoring
Reporting Software 19 selected features Open category ↗ ⌄
Forecasting OLAP Customizable Dashboard Visual Analytics Multiple Data Sources Performance Metrics Data Import/Export Financial Reporting Real-Time Reporting Drag & Drop Access Controls/Permissions Ad hoc Query Scheduled/Automated Reports Search/Filter Third-Party Integrations Sales Reports Marketing Reports Data Connectors Collaboration Tools
Connected Applications

Fieldguide Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 10 integrations
Pricing Information

Fieldguide Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per Feature
Preferred Currency USD ($)
Free Trial Not available
Free Version Not available
Payment Frequency Not available
Verified User Feedback

Fieldguide Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a Fieldguide Review ↗
5.0
Based on 2 approved reviews
5 stars 100%
4 stars 0%
3 stars 0%
2 stars 0%
1 star 0%
Chris K.
Chris K. Senior Associate

Streamlined Audits Made Simple

Fieldguide has greatly improved how we handle audits. Clients find it easy to use, and collaboration across global teams is smooth. Overall, it’s been a very reliable and effective tool.

Reviewed on July, 2024
Taja W.
Taja W. Administrative Assistant

Clean Interface and Easy Collaboration

Fieldguide is very user-friendly and works well for document management and task collaboration. It’s easy to use for all experience levels, and so far, I haven’t had any issues with it.

Reviewed on May, 2024
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Frequently Asked Questions

Fieldguide FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Fieldguide is a comprehensive Audit Software designed to streamline and enhance the auditing process for organizations across various industries. By automating key audit tasks such as planning, data collection, and reporting, Fieldguide increases efficiency and reduces the risk of errors. The software offers customizable audit templates, checklists, and workflows, ensuring that audits are conducted consistently and in compliance with industry standards and regulations. Fieldguide's mobile capabilities allow auditors to perform on-site inspections, capture real-time data, and attach multimedia evidence directly from the field. Advanced analytics and reporting tools provide detailed insights into audit findings, trends, and areas for improvement, enabling organizations to address issues proactively. Integration with existing enterprise systems ensures seamless data flow and comprehensive audit management, making Fieldguide an essential tool for maintaining high standards of quality and compliance.

  • No, Fieldguide does not offer a free version.

  • Yes, Fieldguide offers a free trial.

  • No, Credit Card details are not required for the Fieldguide trial.

  • No, Fieldguide does not offer an API.

  • Fieldguide can be integrated with the following applications:

    • Jira , Amazon CloudWatch , GitLab , Google Workspace , Confluence , Slack , GitHub , PagerDuty , Microsoft Teams , Zapier , jira

  • Fieldguide offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Fieldguide offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • Fieldguide supports the following languages:
    • English

  • Following are the typical users of the Fieldguide:
    • Self-Employed , Small-Business , Midsize-Business

  • Fieldguide supports the following deployment:
    • Cloud Hosted

  • Fieldguide supports the following devices and operating systems:
    • Web-Based
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