Fieldguide

Fieldguide Connect transforms how advisory and audit firms manage and interact with client data, enabling you to:

• Seamlessly Sync Data - Integrate Fieldguide data directly into Excel and always keep your working papers up-to-date. Use intuitive Fieldguide formulas to directly reference:

  • Trial balance data
  • Account information
  • Engagement, Client, and Firm details

• Create Tailored Firm Templates - Build tailored templates that streamline your workflow, leveraging your standardized client data from Fieldguide
• Effortlessly Import Data - With a single click, pull entire trial balance periods into Excel for further analysis.
• Utilize Standardized Tickmarks - Access consistent Tickmarks straight from our Library, for more uniform workpapers.
• Coming Soon – Document Linking - Soon you'll be able to reference and link to documents from the Fieldguide document library directly within Excel.

Improve margins by driving engagement efficiency and quality with Fieldguide Connect.

This add-in requires access to the Fieldguide platform.