# Fieldguide Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Fieldguide Software - reviews, pricing plans, popular comparisons to other Compliance products and more. Source: https://www.capterra.com/p/215105/Fieldguide --- # Fieldguide Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Fieldguide ## What is Fieldguide? Advisory and audit firms are facing stretched staff, rising client demands, and shrinking margins—keeping up isn’t enough, staying ahead is key. Fieldguide automates engagements, delivers real-time insights, and transforms client interactions—freeing your team to focus on growth. Imagine reducing 40 hours of reporting to 40 seconds or gaining 35% more time for strategy, clients, and innovation. With AI-powered workflows, one-click reporting, and seamless collaboration, Fieldguide streamlines every phase of your engagements. Gain total visibility into your firm’s work, spot risks before they happen, and make smarter, data-driven decisions. With intuitive client collaboration and automated workflows, firms accelerate engagements by 28% while boosting client satisfaction. Fieldguide helps firms work smarter, scale faster, and stay ahead. Reclaim your time for growth and success. ## What is Fieldguide used for? [Audit](https://www.capterra.com/audit-software/)[Assessment](https://www.capterra.com/assessment-software/)[Compliance](https://www.capterra.com/compliance-software/) Overall rating Based on 42 user reviews Reviews sentiment Positive 98% Neutral 2% Negative 0% Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Fieldguide alternatives Highest Rated [4.7 (414)](https://www.capterra.com/p/148230/SOXHUB/reviews/) Starting price Contact vendor for pricing [4.5 (212)](https://www.capterra.com/p/164872/Netwrix-Auditor/reviews/) Starting price Contact vendor for pricing [4.7 (129)](https://www.capterra.com/p/10002513/DataSnipper/reviews/) Starting price Contact vendor for pricing [4.5 (526)](https://www.capterra.com/p/148577/MasterControl/reviews/) Starting price $25000.00 Per User, Per Month [View all alternatives](https://www.capterra.com/p/215105/Fieldguide/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Task Management 4.3 (12) 83.33% of 12 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Compliance Management 4.6 (11) 72.73% of 11 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Audit Planning 4.8 (10) 80.00% of 10 reviewers that rated this feature as important or highly important Create a targeted plan, schedule resources, and determine long-term goals for the audit process Dashboard 4.3 (7) 42.86% of 7 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics Reporting/Analytics 4.4 (7) 114.29% of 7 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Risk Assessment 4.6 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Initiate collection and analysis of known risks Fieldguide 114 features An @mention is a way to tag or notify a specific person about a message/post Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Creation, administration, and evaluation of assessments or tests Assign issues and tasks based on availability or required skills Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Create a targeted plan, schedule resources, and determine long-term goals for the audit process A record of all activities within the system, including user access, changes made, etc. Examine established processes and records to ensure accuracy, compliance, and policy adherence Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Track and monitor efficient handling of all changes/transitions Communicate using direct chat or messages within the system An itemized to do list that can be edited as tasks are completed Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Initiate interactions with customers by proactively starting conversations or providing informational content Add customized logos and colors to align with company branding Alter the layout and content of dashboards Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Connect to big data sources Discover and connect variety of data sources to the application for analysis Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Import and export data to and from software applications Ability to handle large datasets Protect sensitive data for digital privacy Graphical representation of data Scan, move or upload electronic files within the software's repository Assign categories, labels, tags, or attributes to documents for organization, search and storage Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Digital forms that are shared and accessed online Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Guidelines for conforming to environmental laws, regulations and requirements Create, save, and store files Recover lost, deleted, or damaged files Public or private sharing of digital files such as documents, audio/video, images, and more Move files across different systems or networks Software specialized for accountants and accounting firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Compliant with HIPAA, which sets standards for sensitive patient data protection Guidelines set by the International Organization for Standardization Identify and respond to unexpected problems or failures (ie. "negative events") Communicate using messages within the system Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Conducting audits to ensure compliance with the Payment Card Industry Data Security Standard (PCI DSS). Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Create, manage, and track policies and procedures within an organization Streamlining repetitive tasks and activities through automated and predefined workflows Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Tool that allows users to create and execute database queries without needing to know the underlying syntax of the database Preview and make real-time changes in the web content Analyze and gain insights into data in real-time Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Notifying as a warning or reminder of a potential or imminent hazard Analyze potential risks across the organization Initiate collection and analysis of known risks Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Set & manage permission levels based on user roles and restrict access to only authorized individuals Regulations on a company's internal process when dealing with financial reporting Set a time to generate routine reports automatically Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches At least a username and password is required to access the system Systematic evaluation of the security of a company's overall security system and situation Access, combine, transform, and store data without the help of an IT department Generate reports on your own without IT involvement Allow users to access multiple services after entering their login credentials once Track the status over time for a request, process, asset, or transaction Gauge satisfaction and receive information for improvement and success Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Track the status and progress of tasks Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes A digital list of items that need to be completed Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Track revisions and updates made to files and navigate between different versions Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.6 (42) 4.6 Based on 42 reviews ## Pricing Value for money 4.6 (27) ### Starting price Free trial not available Value for money 4.6 (27) 4.6 Based on 27 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (39) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (39) 5.0 Based on 39 reviews ## User reviews Overall rating 4.7 Based on 42 reviews Filter by rating 5(31) 4(10) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent HK Husnain K. Cybersecurity Consultant Accounting ### "FIELDGUIDE IS A MUST HAVE AUDIT TOOL" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 18, 2025 10/10 - Went from working in spreadsheets to fieldguide and it makes everything much easier, saves time, allows you to see changes made to documentation and AI is great. Pros Streamlines auditing process and makes it much easier to document compared to using traditional spreadsheets. Can collaborate with clients and clients really like the requests feature. Cons Nothing comes to mind, can provide feedback to their team and they can add it as an improvement they'll consider Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JR John R. Senior consultant Accounting ### "Other name for professional excellence = Field guide " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 18, 2024 Pros Client -auditor excellent interaction tool. Cons Reporting parent engagement, exception rating compilation others Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AM Ashley M. Risk Advisory Services Accounting ### "Fieldguide " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 11, 2024 I really enjoy using Fieldguide. It is efficient to have all your workpapers from the client in one spot, pick samples, and complete testing. Pros Fieldguide is user freindly for all engagements. I can use it for SOX testing, SOC reports, and internal audits. Cons When there are excel files, you can only open them in the online version and edit it. If you open it in the desktop version, your changes could be lost. Switched from [CCH ProSystem fx](https://www.capterra.com/p/176070/CCH-ProSystem-fx/) Fieldguide had more efficient processes for completing and updating SOC reports. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SM Sean M. Risk and Advisory Consultant Accounting ### "Fieldguide Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 22, 2024 its great! I use it every day! It has become an extension of my team and I's work. Pros The AI features. These save me a ton of time filling our inherent risk and also with request lists. Cons I dont like how the sheet column changes on SOC Attribute Testing Sheets Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SP Shane P. Managing Director of Information Assurance Services Accounting ### "Better than all the other solutions for completing security compliance assessments. " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 30, 2024 Great customer success team. There are many opportunities to streamline and automate tasks that were heavily manual in the past. Pros Automation of reports. Ability to create cross-mapped engagements, and streamline processes for both the client and my team. Cons Support for cross-mapped engagements is good but can use improvement in a few areas. Switched from [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) We got sick of managing a custom solution and wanted a solution more purpose-built to our needs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BS Ben S. IT Risk Advisory Accounting ### "Fieldguide Efficiency Updates" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 10, 2024 My experience has been very positive. Fieldguide continues to improve but I would like to see them to continue to offer different features and options to continue to make the overall experience more efficient. Pros Live time updating and having the ability to have multiple people working on a single engagement. Cons The review process in Fieldguide could be more efficient with the ability to have multiple different views so that someone could review a piece of evidence while also reading a testing table that corresponds to the evidence. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KG KUNAL G. Sr. Auditor Information Technology and Services ### "Its Good and working hard towards becoming better" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 16, 2024 My overall experience is good however, editing files especially PDF seems to be difficult in the application. Pros Easy to navigate, it saves a lot of time to communicate for a data request from client. Cons PDF Edit seems harder in the application. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CK Chris K. Senior Associate Accounting ### "Fieldguide is Great!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 8, 2024 Pros Fieldguide has been a wonderful tool to facilitate our audits; clients love the ease of use, and the tool has streamlined collaboration with our team members across the globe. Cons Can't think of anything - Fieldguide has been great! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Staff Auditor Accounting ### "Reliable, Innovative, Practical." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 12, 2024 Pros Updates upon feedback are considered proactively. AI features are innovative and useful for my daily job. Feels like I am using a cutting edge technology for my use case. Cons Setting up new engagements (at first), but carrying them over year over year is easy to do. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TW Taja W. Administrative Assistant Accounting ### "Easy interface" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 24, 2024 Pros Fieldguide is extremely user friendly for all levels of expertise. It is excellent for document management and keeping connected with team tasks. Cons I have not had a negative experience with Fieldguide yet! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/215105/Fieldguide/reviews/) Popular comparisons [AuditBoard vs Fieldguide](https://www.capterra.com/compare/148230-215105/SOXHUB-vs-Fieldguide)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. 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