Overview
What is Fieldguide?
Fieldguide's AI Advisory & Audit Cloud is a solution designed to streamline and automate the engagement lifecycle for advisory and audit practices. According to the vendor, this cloud platform is tailored for top 500 firms, including accounting, risk advisory, cybersecurity, compliance, and IT audit...
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Product Details
- About
- Tech Details
What is Fieldguide?
Fieldguide's AI Advisory & Audit Cloud is a solution designed to streamline and automate the engagement lifecycle for advisory and audit practices. According to the vendor, this cloud platform is tailored for top 500 firms, including accounting, risk advisory, cybersecurity, compliance, and IT audit firms. Fieldguide's AI Advisory & Audit Cloud aims to improve efficiency, increase margins, and enhance client satisfaction.
Key Features
AI Cloud for Advisory & Audit: According to the vendor, Fieldguide AI is an AI technology built specifically for advisory and audit practices. It provides AI-powered recommendations to review and suggest improvements to client documentation. Fieldguide AI claims to save time for practitioners by automating the creation of requests and test procedures.
Engagement Hub: Fieldguide's Engagement Hub is designed to streamline and automate the entire engagement lifecycle. The vendor claims that it offers comprehensive capabilities from scoping to the final report. The Engagement Hub aims to increase margins, efficiency, and client satisfaction.
Reporting Automation: Fieldguide's Reporting Automation feature allows for one-click collaborative report generation, according to the vendor. It eliminates the need for manual copying and pasting by instantly generating fully formatted reports. Team members and clients can collaborate on reports and incorporate feedback in real-time.
Document Management: Fieldguide's Document Management feature offers enterprise-grade workpaper management, according to the vendor. It provides a collaborative and streamlined approach to document management. Documents are automatically associated with relevant controls, reducing the need for manual tracking.
Request Management: According to the vendor, Fieldguide's Request Management feature automates modern request management. It aims to improve the client experience by transforming the way client requests are handled. Clients can easily submit and track requests through a centralized cloud platform.
Client Hub: Fieldguide's Client Hub delivers a modern digital client experience, according to the vendor. It provides an intuitive client portal that aims to facilitate collaboration between clients and the engagement team. Clients can track progress and submit work with ease.
Fieldguide Features
- Supported: Access Controls/Permissions
- Supported: Activity Tracking
- Supported: Alerts/Notifications
- Supported: Archiving & Retention
- Supported: Audit Trail
- Supported: Collaboration Tools
- Supported: Commenting/Notes
- Supported: Compliance Tracking
- Supported: Content Management
- Supported: Customizable Templates
- Supported: Data Import/Export
- Supported: Document Capture
- Supported: Document Classification
- Supported: Document Generation
- Supported: Document Storage
- Supported: Electronic Signature
- Supported: Email Management
- Supported: File Recovery
- Supported: File Sharing
- Supported: Search/Filter
- Supported: Secure Data Storage
- Supported: Task Management
- Supported: Third Party Integrations
- Supported: Version Control
- Supported: Workflow Management
- Supported: Approval Workflow
- Supported: Client Management
- Supported: Client Portal
- Supported: Document Management
- Supported: For CPA Firms
- Supported: Project Management
- Supported: Performance Metrics
- Supported: Reporting/Analytics
- Supported: Surveys & Feedback
- Supported: Template Management
- Supported: Audit Planning
- Supported: Compliance Management
- Supported: Dashboard
- Supported: Forms Management
- Supported: Issue Management
- Supported: Risk Assessment
- Supported: Activity Dashboard
- Supported: Chat/Messaging
- Supported: Communication Management
- Supported: Electronic Forms
- Supported: Reporting & Statistics
- Supported: Real Time Editing
- Supported: Audit Management
- Supported: Controls Audit
- Supported: Environmental Compliance
- Supported: HIPAA Compliant
- Supported: ISO Compliance
- Supported: Process/Workflow Automation
- Supported: Risk Management
- Supported: Sarbanes-Oxley Compliance
- Supported: Data Connectors
- Supported: Data Visualization
- Supported: Query Builder
- Supported: Self Service Data Preparation
- Supported: Self-service Analytics
- Supported: Data Security
- Supported: Vendor Management
- Supported: PCI Assessment
- Supported: PCI Compliance
- Supported: Policy Management
- Supported: Risk Alerts
- Supported: Ad hoc Reporting
- Supported: Customizable Dashboard
- Supported: Approval Process Control
- Supported: Progress Tracking
- Supported: Real Time Data
- Supported: Role-Based Permissions
- Supported: Task Progress Tracking
- Supported: Workflow Configuration
Fieldguide Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
