Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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