Integrate to over 75 client systems, including HR, CRM, ERP, and more, so you can facilitate team and client collaboration, eliminate manual data uploads and verification, and improve the client experience.
Improve team productivity with secure and automatic access to Fieldguide by leveraging popular SSO technologies, including LDAP, Okta, Azure Active Directory, SAML, and many more.
Generate complex reports in just one click by using Microsoft Word and configurable Word templates. Improve team efficiency through viewing and editing Word, Excel, and Visio documents directly in Fieldguide.
Reduce errors by ensuring everyone is uploading the latest files. Streamline engagements by easily uploading files directly from Office 365, Dropbox, Box, and Google Drive.
Streamline complex engagements by exporting data in the proper format for different frameworks. Easily export all relevant engagement data and documents to fulfill client or partner needs.
Support any engagement use case with secure and extensible APIs. Fieldguide's open APIs allow for integration to any modern technology.
"We have benefited tremendously from the additional structure, automation, and improved assessor and client experience Fieldguide adds to our engagements."