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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

To succeed in the current post-digital landscape, your organization must possess a comprehensive understanding of all available data. It is essential to ensure that this data is not only timely but also accurate, consistent, and complete. Achieving real-time insights will empower you to make immediate decisions confidently. The Clareti platform was developed with cutting-edge big data and cloud-native technology, guaranteeing the adaptability, scalability, and strength that your business requires. Whether you choose to deploy it in your own cloud, another cloud, or on-premises, we recognize the critical nature of flexibility, allowing you to make the choice. Our integration of cloud-native technology also supports self-service capabilities, enabling your teams to take greater initiative. Additionally, the Clareti platform is crafted to seamlessly integrate with API-based infrastructures, enhancing its built-in features while supporting both RESTful and GraphQL API connections. By leveraging such robust technology, the Clareti platform stands out as a powerful tool designed to meet the dynamic needs of modern businesses effectively.

Description

Fieldguide enhances assurance and advisory services by providing a comprehensive platform for workflow automation and collaboration. Say farewell to mundane tasks and boost your efficiency while minimizing mistakes through automation throughout the engagement lifecycle, encompassing everything from requests to reporting. Are you frustrated with information spread across various unconnected applications? Consolidate your entire engagement process within a unified, cloud-based platform. The landscape of technology has evolved significantly since the 1990s. Ensure you meet the seamless, collaborative experiences your clients demand. You can start utilizing Fieldguide for a single practice or implement it across your entire organization. Designed specifically for contemporary assurance and advisory firms, Fieldguide streamlines the complete engagement workflow digitally on a single, cloud-native platform. With a foundation built by former Big Four professionals and skilled technology experts, our platform has gained the trust of leading CPA firms, ensuring a reliable solution for modern business challenges. As the industry continues to change, adopting such innovative solutions becomes increasingly vital for success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat No 
Dropbox No 
Google Drive No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft Word No 

Integrations

Adobe Acrobat Yes 
Dropbox Yes 
Google Drive Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft Word Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Gresham

Founded

1969

Country

United States

Website

www.greshamtech.com/platform

Vendor Details

Company Name

Fieldguide

Founded

2020

Country

United States

Website

www.fieldguide.io

Product Features

Data Management

Customer Data Yes 
Data Analysis Yes 
Data Capture Yes 
Data Integration Yes 
Data Migration Yes 
Data Quality Control Yes 
Data Security Yes 
Information Governance Yes 
Master Data Management Yes 
Match & Merge Yes 

Product Features

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Workflow Management

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

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