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About

Fieldguide supercharges assurance and advisory practices with a complete workflow automation and collaboration platform. Say goodbye to routine work. Improve productivity and eliminate errors with automation across the engagement lifecycle, from requests to reporting. Tired of data scattered across disconnected applications? Bring together your entire engagement on a single, cloud-native platform. Technology has come a long way since the 90s. Deliver the seamless and collaborative experiences that your clients expect. Get started on Fieldguide with one practice or across your entire firm. Fieldguide is an automation and collaboration platform for modern assurance and advisory firms. From requests to reporting, Fieldguide digitizes the end-to-end engagement workflow on a single, cloud-native platform. Built by former Big Four practitioners and experienced technology leaders, our platform is trusted by top CPA firms.

About

Integrify is a low-code, cloud-based workflow automation platform that helps businesses build automated processes, design dynamic forms, create self-service portals and dashboards, track performance, and review activity audit trails. Thanks to our open API, Integrify can integrate with most enterprise applications like ERP, CRM, HRIS, etc. That means our customers can freely move data between systems as part of any process. We also offer a dedicated account manager, full implementation services, and coaching to help make every automation project successful. -Unlimited Forms -Unlimited Processes -Unlimited File/Document Storage -Unlimited Transactions/Requests -Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self-Service Portal -API Integration -Free Workflow App Starter Templates -Dedicated Account Manager

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Assurance and advisory firms that need an automation and collaboration platform to digitizes the end-to-end engagement workflow ​

Audience

Medium to Large enterprises across all industries

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$30/mo/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.7 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fieldguide
Founded: 2020
United States
www.fieldguide.io

Company Information

Integrify
Founded: 2002
United States
www.integrify.com

Alternatives

Alternatives

Flowdoh

Flowdoh

Enadoc

Categories

Categories

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Integrations

Adobe Acrobat
Deltek Costpoint
Dropbox
Google Drive
GovWin IQ
IBM Cognos Analytics
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Word
Okta
Oracle PeopleSoft
Planview Portfolios
SAP CRM
SAP Concur
SAP Crystal Reports
Sage Accounting
Salesforce
Slack
Tableau

Integrations

Adobe Acrobat
Deltek Costpoint
Dropbox
Google Drive
GovWin IQ
IBM Cognos Analytics
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Word
Okta
Oracle PeopleSoft
Planview Portfolios
SAP CRM
SAP Concur
SAP Crystal Reports
Sage Accounting
Salesforce
Slack
Tableau
Claim Fieldguide and update features and information
Claim Fieldguide and update features and information
Claim Integrify and update features and information
Claim Integrify and update features and information