Fieldguide

Paid APIWeb

What Fieldguide is

Fieldguide is a web and API platform for audit and advisory engagements, connecting practitioners, clients, and Field Agents. The agents support planning, audit testing, review, financial statements, and engagement orchestration, while practitioners direct and review their work. A shared client portal brings together requests, evidence, and status; clients and engagement teams can edit documents and comment on reports in real time. Users can store and edit Word, Excel, and PDF files tied to engagements and workpapers. Firms may use licensed methodologies from Thomson Reuters PPC, Mercia, or CPA Canada, or deploy their own. Integrations include GRC connections, data from more than 80 accounting, HRIS, and ticketing systems, and firm-specific connections through a documented REST API. Fieldguide lists workpaper templates, evidence collection, review workflows, and audit reporting. It names audit and advisory firms as its core users, with additional solutions for corporate internal audit and federal and defense work. Pricing is available on request.

Who it suits

Fieldguide is aimed at audit and advisory firms coordinating engagement work among practitioners, clients, and Field Agents. It also lists solutions for corporate internal audit and federal and defense work.

What it does well

Shared portal organizes client requests, evidence, and status
Documents can be edited and linked to engagements
Supports licensed or proprietary methodologies
Data integrations cover more than 80 systems

What to know first

Pricing is available only upon request
Platform is offered through web and API

Plans

Plan	Billed and limits	Price
Custom pricing	Pricing available upon request	On request

As fieldguide.com lists them, read 4 Oct 2026. The maker's own page has the final word.

Getting started

Visit the Fieldguide website.
Contact the company through its request-demo path.
Discuss custom pricing and your firm's methodology and integration needs.
Use the web platform or its API.

Verdict

Fieldguide brings engagement work, client collaboration, document handling, and audit-focused agents together. Prospective customers need to request pricing and a demo contact path is available.

Questions

How much does Fieldguide cost?

Fieldguide offers custom pricing, available upon request.

Which platforms does Fieldguide support?

Fieldguide is available through web and API.

Can a firm use its own audit methodology?

Yes. Firms can deploy their proprietary methodology or use licensed methodologies from Thomson Reuters PPC, Mercia, or CPA Canada.

What integrations does Fieldguide offer?

It supports GRC connections, data integrations from more than 80 accounting, HRIS, and ticketing systems, and firm-specific integrations through a documented REST API.

What security certifications and attestations does Fieldguide list?

Fieldguide lists ISO 42001 and SOC 2 Type II certifications, as well as an AIUC-1 attestation.

Who owns the data stored in Fieldguide?

Fieldguide says organizations own their data and can export it in standard formats.

Facts from Fieldguide's own pages

Availability: Fieldguide states it offers a financially backed SLA of 99.9% uptime and runs application monitoring and alerting 24/7. · fieldguide.com, 4 Oct 2026
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. · fieldguide.com, 4 Oct 2026
Data ownership: Fieldguide says organizations own their data and can export it in standard formats. · fieldguide.com, 4 Oct 2026
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. · fieldguide.com, 4 Oct 2026
Document management: Users can store, organize, and edit Word, Excel, and PDF files in Fieldguide, with documents tied to engagements and workpapers. · fieldguide.com, 4 Oct 2026
Field Agents: Its Field Agents support planning, audit testing, review, financial statements, and engagement orchestration, with practitioners directing and reviewing their work. · fieldguide.com, 4 Oct 2026
Identity management: The integrations page describes SSO, SCIM user provisioning, and MFA for firm and client users. · fieldguide.com, 4 Oct 2026
Integrations: Fieldguide supports GRC connections, data integrations from 80+ accounting, HRIS, and ticketing systems, and firm-specific integrations through a documented REST API. · fieldguide.com, 4 Oct 2026
Methodologies: Firms can use licensed methodologies from Thomson Reuters PPC, Mercia, or CPA Canada, or deploy their own proprietary methodology. · fieldguide.com, 4 Oct 2026
Purpose: Fieldguide is an AI-native platform for audit and advisory that connects practitioners, clients, and Field Agents across engagement work. · fieldguide.com, 4 Oct 2026
Security certifications: Fieldguide lists ISO 42001 and SOC 2 Type II certifications and an AIUC-1 attestation. · fieldguide.com, 4 Oct 2026
Support contact: The site offers prospective customers a request-demo contact path. · fieldguide.com, 4 Oct 2026
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. · fieldguide.com, 4 Oct 2026

Where Fieldguide stands on Freedom251

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