Fieldguide

Spec sheet

Purpose

Fieldguide is an AI-native platform for audit and advisory that connects practitioners, clients, and Field Agents across engagement work.Read 4 Oct 2026 · fieldguide.com

Integrations

Fieldguide supports GRC connections, data integrations from 80+ accounting, HRIS, and ticketing systems, and firm-specific integrations through a documented REST API.Read 4 Oct 2026 · fieldguide.com

Availability

Fieldguide states it offers a financially backed SLA of 99.9% uptime and runs application monitoring and alerting 24/7.Read 4 Oct 2026 · fieldguide.com

Client collaboration

The platform provides a shared client portal for requests, evidence, and status, with clients and engagement teams able to edit documents and comment on reports in real time.Read 4 Oct 2026 · fieldguide.com

Data ownership

Fieldguide says organizations own their data and can export it in standard formats.Read 4 Oct 2026 · fieldguide.com

Data protection

The trust page says data is encrypted in transit and at rest, accounts use MFA, and AWS infrastructure is hosted in United States data centers.Read 4 Oct 2026 · fieldguide.com

Document management

Users can store, organize, and edit Word, Excel, and PDF files in Fieldguide, with documents tied to engagements and workpapers.Read 4 Oct 2026 · fieldguide.com

Field Agents

Its Field Agents support planning, audit testing, review, financial statements, and engagement orchestration, with practitioners directing and reviewing their work.Read 4 Oct 2026 · fieldguide.com

Identity management

The integrations page describes SSO, SCIM user provisioning, and MFA for firm and client users.Read 4 Oct 2026 · fieldguide.com

Methodologies

Firms can use licensed methodologies from Thomson Reuters PPC, Mercia, or CPA Canada, or deploy their own proprietary methodology.Read 4 Oct 2026 · fieldguide.com

Security certifications

Fieldguide lists ISO 42001 and SOC 2 Type II certifications and an AIUC-1 attestation.Read 4 Oct 2026 · fieldguide.com

Support contact

The site offers prospective customers a request-demo contact path.Read 4 Oct 2026 · fieldguide.com

Target users

Fieldguide describes its platform as purpose-built for audit and advisory firms and also lists solutions for corporate internal audit and federal and defense work.Read 4 Oct 2026 · fieldguide.com

Plans and prices

Every Fieldguide plan and price →

Where Specifiction places it

• External Audit Software#24 of 296.8