Fieldguide

6.3easy start · #10 of 29
in External Audit Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web.

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Fieldguide is ranked #10 of 29 in external audit software on The Geeks Club. It runs on API, Web.

Fieldguide plans and pricing

All plans

Custom pricing Not published Pricing available upon request fieldguide.com · 4 Oct 2026

Compared on external audit software

Workpaper templates: Yes
Evidence collection: Yes
Review workflows: Yes
Audit reporting: Yes
Deployment: web
Client portal: Yes

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The record

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

Where it ranks on The Geeks Club

Best External Audit Software in 2026#10 of 29

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Sources

fieldguide.com/solutions/audit-assurance· checked 4 Oct 2026
fieldguide.com· checked 4 Oct 2026
fieldguide.com/products/platform/overview· checked 4 Oct 2026
fieldguide.com/products/overview· checked 4 Oct 2026
fieldguide.com/products/platform/methodology-and-frame· checked 4 Oct 2026
fieldguide.com/products/platform/integrations· checked 4 Oct 2026
fieldguide.com/trust· checked 4 Oct 2026
fieldguide.com/contact· checked 4 Oct 2026