Integrations: GRC Sync, SSO & Data Sources

Keep your stack
Connect Fieldguide to the tools your firm already runs, and the systems your team relies on stay in sync.
Sign in once, start working
Open Fieldguide with the login your firm already uses and move into engagements the moment you sign in.
Seamless data flow
Client data moves straight from systems into engagements, accurate and ready to work.

Your systems, connected

Connect Fieldguide to the systems your firm already relies on.

GRCs
Auditors work in Fieldguide, clients in their GRC tool, with requests, evidence, and comments in sync.
Data Integrations
Bring structured client data into requests from 80+ accounting, HRIS, and ticketing systems.
APIs
Build firm-specific integrations on an open, documented REST API.

Auditors work in Fieldguide, clients in their GRC tool, with requests, evidence, and comments in sync.

Move documents securely between your firm, your teams, and your clients.

Client File Exchange
Clients upload and receive files securely, no email attachments needed.
Request Fulfillment
Files land on the matching request, organized and ready for review.
Permissioned Access
Control who sees what, with separate firm and client visibility.

Clients upload and receive files securely, no email attachments needed.

“We have benefited tremendously from the additional structure, automation, and improved assessor and client experience Fieldguide adds to our engagements.”
Shane Peden
Managing Director of Information Assurance Services
“We were looking for something that was going to be aggressive and flexible, and willing to work at the same speed that we will work. We needed something that would allow us to grow without creating additional hurdles or restrictions.”
Haley Legg
Audit & Assurance Division Leader

Fieldguide fits the stack you already run. See how integrations connect directly to your existing systems.