Solutions for Risk Advisory

Fieldguide’s end-to-end engagement capabilities make it easier for teams and clients to drive compliance, improve margins, and deliver a better client experience.

• End-to-end SOX capabilities

  Manage everything a SOX engagement demands in one workflow: client requests, internal controls documentation, testing procedures, and sign-offs.

• Configurable and robust controls

  Tailor and automate controls testing to match firm methodology and best practices, delivering a differentiated SOX offering to current and prospective clients.

Fieldguide enables firms to streamline any type of SOC engagement, including SOC 1 and 2, SOC for Cybersecurity, and more. Top 500 firms have used Fieldguide to increase margins, revenue, and client satisfaction.

• Risk and control management

  Comprehensive risk control libraries allow firms to capture all the tasks, requests, and documents needed for a successful SOC engagement.

• One-click report generation

  Easily create and generate reports based on best practice SOC templates, turning hours of report assembly work into seconds.

Delight your clients and streamline your various NIST engagements, including NIST CSF 2.0, NIST 800-53, and NIST 800-171.

• Improve your client experience

  Intelligently link common requests, documents, and test procedures across NIST frameworks, so you can simplify and streamline communication with clients.

• Flexibility for NIST controls

  Fieldguide’s flexible platform enables firms to select and tailor the appropriate NIST framework for each client's unique risk environment.

Elevate your ESG engagements with Fieldguide. Our user-friendly interface makes it easy for your team to audit key ESG metrics and disclose essential information to stakeholders.

• Collaborate on ESG engagements

  From environmental initiatives to social responsibility and governance practices, Fieldguide streamlines data collection, analysis, and reporting for your ESG practice.

• Seamlessly report to stakeholders

  Fieldguide facilitates collaboration between firms and clients, helping you verify and report on your clients’ business practices.

Fieldguide has 30+ risk advisory frameworks ready to deploy, giving firms the structure to build and customize their own engagement templates.

• Support for any framework

  Fieldguide makes it easy to build templates for any risk advisory framework and automate core workflows like request and document management.

• One-click reporting for any document template

  Fieldguide Reports make it easy to generate reports and automate the completion of any documents.