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Fieldguide - New SaaS Software

Fieldguide Review: Is It The Right Accounting Practice Management Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

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Fieldguide offers custom pricing plan

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What is Fieldguide?

Fieldguide offers a complete suite of automation and collaboration tools for the assurance and advisory profession. Well-crafted by erstwhile Big Four practitioners and proficient techies, the platform digitizes the full workflow of an engagement cycle on one unified, cloud-based interface. Having been backed by top VCs, e.g. 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital and many more, Fieldguide has been embraced by leading CPA companies

Pricing

  • Fieldguide offers custom pricing plan

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

  • Data residency:🇺🇸

Fieldguide was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Fieldguide

Use cases
Accounting firms, Assurance and advisory professionals, CPA companies
Team types
Audit teams, Advisory consultants
Company size
Medium Business, Large Enterprises
Workflow style
Enterprise-focused and process-heavy
Setup complexity
Medium

Why teams choose Fieldguide

  • Unified cloud-based platform digitizing full engagement workflows

  • Designed by former Big Four practitioners ensuring industry relevance

  • Strong backing by reputable venture capital firms

Is Fieldguide right for you?

Best for medium to large accounting firms needing full engagement workflow automation.

Choose Fieldguide if

  • You require a unified cloud platform digitizing entire assurance and advisory workflows.
  • Your team values software designed by former Big Four practitioners with deep industry insight.
  • You want a comprehensive automation and collaboration suite tailored for audit and advisory processes.

Consider alternatives if

  • You are a freelancer or solo practitioner without formal engagement workflows.
  • You need transparent, fixed pricing upfront for budgeting and procurement ease.

What buyers should know before shortlisting Fieldguide

Fieldguide provides a robust platform for accounting professionals, integrating automation and collaboration in a cloud-based environment. Its backing by reputable VCs adds credibility, but users may face a learning curve when adapting to the system.

Pros and cons

Fieldguide pros and cons

  • Fieldguide pros
  • Unified cloud-based platform digitizing full engagement workflows

  • Designed by former Big Four practitioners ensuring industry relevance

  • Strong backing by reputable venture capital firms

  • Fieldguide cons
  • Pricing is quotation-based with no public transparency

  • Limited user rating data available (only 4 ratings)

4.4/5 rating
10 verified reviews

Ready to try it?

Get started with Fieldguide

Connect with the team for a personalised demo.

Get Pricing Details

Still comparing?

See how it stacks up

Compare Fieldguide side-by-side with top Accounting Practice Management Software alternatives.

InvoiceCloud
Qualified
Workvivo
+9 more
Compare accounting software

What is the pricing of Fieldguide?

Fieldguide uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.

Free TrialNot available
PricingFieldguide offers custom pricing
Pricing Model
Quotation Based

Fieldguide reviews and ratings

Buyer sentiment

Overall positive sentiment with appreciation for industry-specific design and workflow digitization, tempered by limited user feedback and pricing opacity.

What buyers like

  • Industry-specific functionality
  • Workflow automation
  • Cloud-based collaboration

Common complaints

  • Pricing transparency
  • Limited user reviews

4.4

Very Good

Based on 4 ratings & 10 reviews

Rating Distribution

Excellent

(8)

Very Good

(1)

Good

(1)

Poor

(0)

Poor

(0)

What users are saying

JW

James W

11/29/22

4 out of 5

"Gets the job done and then some"

What do you like best about Fieldguide? It's summarization tools and quick feedback views are unmatched What do you dislike about Fieldguide?

JB

Johanna B

10/24/22

4.5 out of 5

"Task management and powerful team collaboration tool"

What do you like best about Fieldguide? Fieldguide has built reliable communication infrastructure between the company and our clients. It tracks ...

Read more

NM

Natwar M

10/10/22

4.5 out of 5

"Fieldguide Summary"

What do you like best about Fieldguide? An amazing platform for audit and assurance teams which provides one stop solution to these firms for managing ...

Read more

SM

Swati M

10/06/22

4.5 out of 5

"Fieldguide Overview"

What do you like best about Fieldguide? A terrific app platform for the audit practice firms which provides end to end workflow environment which ...

Read more

AU

Anonymous User

08/14/22

4.5 out of 5

"Reviewing Fieldguide"

What do you like best about Fieldguide? It is the most popular cloud solution technology with efficient features in a affordable price as compare to ...

Read more

PR

Pete R

07/22/22

5 out of 5

"Perfect Solution For Our Audit/Assurance Practice"

What do you like best about Fieldguide? The Fieldguide platform has been a terrific time saver for our audit teams by providing an end-to-end workflow ...

Read more

What are the features of Fieldguide?

20%

Feature coverage

5 of 25 tracked features

Client management, also referred to as customer management, is a crucial aspect of business operations that involves the management and orga…

A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of…

Real-time collaboration is a software feature that enables multiple users to work together on a project simultaneously, regardless of their…

Templates are pre-designed formats or layouts that are used as a starting point for creating various documents or designs. They serve as a f…

Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to i…

Security & Compliance

Fieldguide security and data handling

Key compliance certifications and security features for IT and security teams evaluating Fieldguide.

Certifications

HIPAA✗ Not certified

Developer & data

Data residency
🇺🇸

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Help & Contact

Fieldguide Support Options

Customer ServiceOnline
LocationSan Francisco, California

Connect with Fieldguide

Frequently Asked Questions About Fieldguide

Common questions buyers ask before choosing Fieldguide.

Fieldguide is a Accounting Practice Management Software. Fieldguide offers Real-time Collaboration, Templates, Client Management (Customer), Document Management and many more functionalities.

Fieldguide is a strong fit if: You require a unified cloud platform digitizing entire assurance and advisory workflows.; Your team values software designed by former Big Four practitioners with deep industry insight.. Consider alternatives if: You are a freelancer or solo practitioner without formal engagement workflows.; You need transparent, fixed pricing upfront for budgeting and procurement ease..

Buyers commonly note the following limitations of Fieldguide: Pricing is quotation-based with no public transparency; Limited user rating data available (only 4 ratings); Potentially complex setup due to comprehensive workflow coverage.

Some top alternatives to Fieldguide includes InvoiceCloud, Qualified, Workvivo, AdvanceFlow and Servoy.

Fieldguide offers Quotation Based pricing model

We don't have information regarding integrations of the Fieldguide as of now.

The starting price is not disclosed by Fieldguide. You can visit Fieldguide pricing page to get the latest pricing.

Ready to try it?

Get started with Fieldguide

Get connected with the team for a personalised demo.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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