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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat
Dropbox
Google Drive
Microsoft 365
Microsoft Excel
Microsoft Word

Integrations

Adobe Acrobat
Dropbox
Google Drive
Microsoft 365
Microsoft Excel
Microsoft Word

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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

Product Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Workflow Management

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

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