FIELDGUIDE

FIELDGUIDE

(4.7)
Paid
Web
Best for: Engagement Automation
FIELDGUIDE preview
240 upvotes
366 bookmarks
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Our Verdict

Fieldguide is a highly recommended tool for advisory and audit firms looking to enhance efficiency, improve client engagement, and streamline business processes. Its comprehensive features and intuitive interface make it a valuable asset for modern firms.

About FIELDGUIDE

Fieldguide is an advisory and auditing service automation tool designed to enhance client engagement and improve efficiency for advisory and audit firms. It offers end-to-end engagement analytics, providing valuable insights for informed decision-making. The platform also streamlines the management of business documents and work papers through automated handling, ensuring secure and quick access to critical data. One of the standout features of Fieldguide is its client engagement hub, which significantly improves client satisfaction by automating and simplifying client requests. This streamlined approach to business processes allows firms to generate comprehensive reports with a single click, further enhancing productivity and service delivery. Fieldguide helps firms manage business documents and work papers and automatically handle them.

Review Summary

Performance Score
A+
Automation Quality
Precise and collaborative business document automation
Interface
Intuitive
Purpose of Tool
Offer end-to-end engagement workflow and business document management through a singular dashboard
Compatibility
Web-based interface
Rating
4.7/5
Features 4.6
Accessibility 4.7
Compatibility 4.6
User Friendliness 4.7

Who Is This Tool Best For?

  • Accounting firms
  • Consulting firms
  • Internal audit departments
  • Compliance and risk advisory firms

Key Features

Document management
Client hub
Engagement hub
Business audits
Reporting automation
ROI calculator
Request management
Insights and analytics

Pricing Plans

Custom

Book a demo

Pros & Cons

Pros

  • Streamline advisory and audit processes.
  • Minimize the need for manual business tasks.
  • Improve client satisfaction through engagement hubs.
  • Secure and quick management of business data and documents.
  • Scalable and flexible.

Cons

  • The hardware requirements are quite severe.

Frequently Asked Questions

Yes, Fieldguide offers a product demo that lasts five minutes. This helps understand how this tool can streamline engagement and improve margins.
Yes, Fieldguide offers an ROI calculator. It can calculate the returns on investment and impact within 30 seconds.
Yes, Fieldguide can help with regulatory compliance. That’s because it can assist with financial audits, DSS assessments, SOC2 engagement, and internal audits.

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