--- 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" publication_date: "2026-09-29" --- # Fieldguide Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 29, 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 (5,322)](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 [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 [3.8 (61)](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 [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 advisory, and information assurance teams managing client engagements, evidence requests, and testing workflows. Senior auditors, consultants, and associates use it to document assessments and track deliverables, while managers and partners oversee engagement progress, review work, and coordinate client-facing reporting. Answer based on 42 reviews Overview ### What company size and industries is Fieldguide built for? Fieldguide is for midsize accounting, audit, and IT services firms, with 38% of reviewers from midsize businesses and Accounting representing 74%. It also serves enterprises, which account for 36% of reviewers, and small businesses at 26%, including Information Technology and Services firms (14%) and Computer & Network Security firms (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 tools, plus compliance management, risk assessment, and controls audit features. It also includes workflow automation, approval workflow, task management, document management, customizable forms, reporting and analytics, and role-based permissions for managing client and vendor processes. Getting Started and Support ### What training and onboarding options does Fieldguide offer? Fieldguide provides live online sessions, webinars, documentation, and videos to support training. Live online sessions and webinars can cover guided instruction and scheduled walkthroughs, while documentation and videos offer written and visual reference materials for self-paced learning and 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 quick to respond, helpful with questions, and willing to follow up on feature requests. Some users also note that support helps them adjust to the software and implementation details. Answer based on 6 reviews Ease of use ### Is Fieldguide easy to use for audit teams and clients? Fieldguide provides an intuitive workspace for audit teams and clients to manage requests, documents, task status, and collaboration. Firms value its configurable workflows, clear dashboards, and guided onboarding. Some users find document organization and PDF editing less convenient, particularly when making changes across multiple files. Answer based on 10 reviews ## Features AI summary Based on 1,894 Audit reviews Capterra reviewers point to these as the top features buyers look for in audit software: - **Audit Trail** (**50%** of reviewers rated this feature as critical) - **Compliance Tracking** (**55%**) - **Compliance Management** (**47%**) Fieldguide supports all three of the features reviewers rank highest: **Audit Trail**, **Compliance Tracking**, and **Compliance Management**. Together, these capabilities help businesses maintain clear records of audit activity, monitor regulatory requirements more closely, and manage compliance work in one place, allowing teams to improve accountability, reduce oversight gaps, and keep audit processes moving efficiently. Compliance Tracking 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders 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 Issue Management 4.5 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Identify and respond to unexpected problems or failures (ie. "negative events") Document Storage 4.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 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 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 Counts reflect reviews available in this feed. 5(31) 4(10) 3(1) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful VR Verified Reviewer Consultant Used the software for: Less than 1 year ### "Fieldguide Review" 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 November 22, 2021 Pros The responsiveness of the Fieldguide team. When an issue or concern is brought up they are always quick to respond and a fix is usually not far behind! Cons More information (Key number, document title, etc.) would be helpful on the e-mail notifications. Occasionally it can become slow. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Risk and Advisory Consultant Used the software for: 1-3 years ### "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 28, 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Audit Principal Used the software for: 1-3 years ### "Fieldguide User Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 19, 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) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Senior Manager Used the software for: 1-3 years ### "Well designed and supported product" 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 4, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer IT Risk Advisory Used the software for: 1-3 years ### "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 16, 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Risk Service Associate Used the software for: Less than 1 year ### "Fieldguide from a it auditor persepective " 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 10/10 June 12, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Manager Used the software for: 1-3 years ### "Review of Fieldguide" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 4, 2023 Incredibly positive. Their support team is second to none and incredibly responsive, and they seek feedback frequently and often. I see the fruit of that feedback as well in the product. Pros Redundancy reduction, thoughtful workflows, client integration, process streamlining Cons Flexible but has its limits, newer features / service offerings continue to mature Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Business Risk Service Associate Used the software for: Less than 1 year ### "Fieldguide a perfect tool for SOC Engagements" 4.0 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Consulting Used the software for: Less than 1 year ### "MMA Review" 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 9/10 May 8, 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Senior Auditor Used the software for: 1-3 years ### "All-in-One Audit Management" 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 9/10 October 7, 2022 Pros I like the ability to manage multiple engagements all in one place. The ability to review and document audit procedures across multiple engagements without logging in to different tools. The ability to review documentation in the application without opening other applications. Cons Setting up existing reviews with imports and such was a learning curve but have improved since the beginning. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [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)