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AI platform for audit and advisory firms
Fieldguide is audit and advisory automation software offering an AI engagement automation platform for SOC, financial audit and advisory work at CPA firms. Founded in 2020 and based in San Francisco, California, USA, Fieldguide helps CPA firms performing audits work more efficiently and achieve better outcomes.
Fieldguide is built for CPA firms performing audits. It suits teams that want engagement workflow automation without spreadsheets and disconnected tools.
Compared with alternatives like Suralink, Fieldguide differentiates on engagement workflow automation. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core Fieldguide for growing teams. Contact for a quote.
Advanced Fieldguide for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| engagement workflow automation | , | |
| AI evidence review | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| client request management | , | |
| SOC and financial audit | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
Finance
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Intelligent automation in Excel for audit and finance
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