--- title: "Fieldguide Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Fieldguide Software - reviews, pricing plans, popular comparisons to other Audit products and more." source_url: "https://www.capterra.com/p/215105/Fieldguide/" page_type: "product" language: "en" --- # Fieldguide Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Fieldguide ## What is Fieldguide? 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. ## What is Fieldguide used for? [Audit](https://www.capterra.com/audit-software/)[Assessment](https://www.capterra.com/assessment-software/)[Compliance](https://www.capterra.com/compliance-software/) Recognitions Shortlist Overall rating Based on 42 user reviews Reviews sentiment Positive 98% Neutral 2% Negative 0% Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... - Accounting Practice Management / 2025 - Compliance / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Fieldguide alternatives Highest Rated [5.0 (4)](https://www.capterra.com/p/174191/Jetpack/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.6 (5,303)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [3.8 (60)](https://www.capterra.com/p/147972/Mango-Billing/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% of reviewers rated it above 4 stars [4.7 (652)](https://www.capterra.com/p/135004/Process-Street/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/215105/Fieldguide/alternatives/) ## FAQs about Fieldguide Overview ### Which roles and teams benefit most from Fieldguide? Fieldguide is most used by audit, risk, and advisory teams, including senior auditors, IT auditors, risk managers, consultants, and firm leaders. These roles use it to streamline audit planning, evidence collection, testing, and reporting, while managers and partners gain workflow visibility, standardized documentation, and stronger engagement oversight. Answer based on 42 reviews Overview ### What company size and industries is Fieldguide built for? Fieldguide serves midsize businesses and enterprises, with 38% of reviewers from midsize companies and 36% from enterprises. It is built for accounting, audit, and IT services firms, reflected in reviewer concentration from Accounting at 74%, Information Technology and Services at 14%, and Computer & Network Security at 5%. Answer based on 42 reviews Features and Usability ### What are the key features of Fieldguide? Fieldguide offers audit planning, audit management, and audit trail features, along with compliance management, risk assessment, and controls audit tools. It also includes workflow automation, approval workflow, client portal, document management, customizable forms, reporting and analytics, and role-based permissions for managing review and documentation processes. Getting Started and Support ### What training and onboarding options does Fieldguide offer? Fieldguide provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, videos offer visual walkthroughs, and documentation serves as written reference material for setup and feature review. Answer based on 3 reviews Getting Started and Support ### What customer support options does Fieldguide offer? Fieldguide provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Reviewers describe the support team as responsive, helpful with questions, and quick to follow up, with some noting support also assists with implementing new features and addressing setup or workflow issues. Answer based on 6 reviews Ease of use ### How easy is Fieldguide to use for audit teams? Fieldguide feels easy to use for many audit teams, with an intuitive interface, clear workflows, and simple document requests. Audit firms and client-facing teams often like the dashboards, collaboration tools, and setup flexibility, though some users find the layout takes time to learn and file editing can feel cumbersome. Answer based on 10 reviews ## Features AI summary Based on 1,886 Audit reviews Capterra data shows that buyers of audit software rank the following features as their top priorities: - **Document Management** (**43%** of reviewers rated this feature as critical) - **Compliance Management** (**47%**) - **Risk Assessment** (**42%**) Fieldguide supports all three features that reviewers rate most highly: **Document Management**, **Compliance Management**, and **Risk Assessment**. Together, these capabilities help businesses keep audit records organized, stay aligned with regulatory requirements, and identify potential issues earlier, allowing teams to work more efficiently and make better-informed decisions. Document Management 4.6 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Compliance Management 4.6 (11) 72.73% of 11 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Risk Assessment 4.6 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Initiate collection and analysis of known risks Task Management 4.3 (12) 83.33% of 12 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Audit Planning 4.8 (10) 80.00% of 10 reviewers that rated this feature as important or highly important Create a targeted plan, schedule resources, and determine long-term goals for the audit process Dashboard 4.3 (7) 42.86% of 7 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics Fieldguide 114 features ### All Features - @mentions: An @mention is a way to tag or notify a specific person about a message/post - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Assessment Management: Creation, administration, and evaluation of assessments or tests - Assignment Management: Assign issues and tasks based on availability or required skills - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Planning: Create a targeted plan, schedule resources, and determine long-term goals for the audit process - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Auditing: Examine established processes and records to ensure accuracy, compliance, and policy adherence - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Change Management: Track and monitor efficient handling of all changes/transitions - Chat/Messaging: Communicate using direct chat or messages within the system - Checklists: An itemized to do list that can be edited as tasks are completed - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Connectors: Connect to big data sources - Data Discovery: Discover and connect variety of data sources to the application for analysis - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - Data Security: Protect sensitive data for digital privacy - Data Visualization: Graphical representation of data - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Forms: Digital forms that are shared and accessed online - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Environmental Compliance: Guidelines for conforming to environmental laws, regulations and requirements - File Management: Create, save, and store files - File Recovery: Recover lost, deleted, or damaged files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - For Accountants: Software specialized for accountants and accounting firms - For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - ISO Compliance: Guidelines set by the International Organization for Standardization - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Messaging: Communicate using messages within the system - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - PCI Assessment: Conducting audits to ensure compliance with the Payment Card Industry Data Security Standard (PCI DSS). - PCI Compliance: Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Policy Management: Create, manage, and track policies and procedures within an organization - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Query Builder: Tool that allows users to create and execute database queries without needing to know the underlying syntax of the database - Real Time Editing: Preview and make real-time changes in the web content - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Alerts: Notifying as a warning or reminder of a potential or imminent hazard - Risk Analysis: Analyze potential risks across the organization - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sarbanes-Oxley Compliance: Regulations on a company's internal process when dealing with financial reporting - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Secure Login: At least a username and password is required to access the system - Security Auditing: Systematic evaluation of the security of a company's overall security system and situation - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Self-service Analytics: Generate reports on your own without IT involvement - Single Sign On: Allow users to access multiple services after entering their login credentials once - Status Tracking: Track the status over time for a request, process, asset, or transaction - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - To-Do List: A digital list of items that need to be completed - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (42) 4.6 Based on 42 reviews ## Pricing Value for money 4.6 (27) Value for money 4.6 (27) 4.6 Based on 27 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (39) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (39) 5.0 Based on 39 reviews ## User reviews Overall rating 4.7 Based on 42 reviews Filter by rating 5(31) 4(10) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent HK Husnain K. Cybersecurity Consultant Accounting ### "FIELDGUIDE IS A MUST HAVE AUDIT TOOL" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 18, 2025 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 Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JR John R. Senior consultant Accounting ### "Other name for professional excellence = Field guide " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 18, 2024 Pros Client -auditor excellent interaction tool. Cons Reporting parent engagement, exception rating compilation others Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AM Ashley M. Risk Advisory Services Accounting ### "Fieldguide " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 11, 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. Pros Fieldguide is user freindly for all engagements. I can use it for SOX testing, SOC reports, and internal audits. 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. Switched from [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) Fieldguide had more efficient processes for completing and updating SOC reports. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SM Sean M. Risk and Advisory Consultant Accounting ### "Fieldguide Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 22, 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 Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SP Shane P. Managing Director of Information Assurance Services Accounting ### "Better than all the other solutions for completing security compliance assessments. " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 30, 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. Switched from [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) We got sick of managing a custom solution and wanted a solution more purpose-built to our needs. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BS Ben S. IT Risk Advisory Accounting ### "Fieldguide Efficiency Updates" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 10, 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KG KUNAL G. Sr. Auditor Information Technology and Services ### "Its Good and working hard towards becoming better" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 16, 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CK Chris K. Senior Associate Accounting ### "Fieldguide is Great!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 8, 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! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Staff Auditor Accounting ### "Reliable, Innovative, Practical." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 12, 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TW Taja W. Administrative Assistant Accounting ### "Easy interface" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 24, 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! Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/215105/Fieldguide/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Pointerpro vs Fieldguide](https://www.capterra.com/compare/127434-215105/Pointerpro-vs-Fieldguide) [Connecteam vs Fieldguide](https://www.capterra.com/compare/153140-215105/Connecteam-vs-Fieldguide)