Caseware vs Fieldguide
Caseware
Accounting and audit firms, corporations and government
More than 35 years in assurance and financial reporting; Toronto, Canada
Fieldguide
Audit, assurance and advisory firms; also corporate internal audit teams and federal engagements
San Francisco; founding year not published
Caseware and Fieldguide both sell software for running audit and assurance engagements.
Caseware, based in Toronto with more than 35 years in assurance and financial reporting, covers audit, review and compilation, financial statements, tax and internal audit for 23,000+ customers in 130 countries; Fieldguide, based in San Francisco, is an AI platform for audit and advisory engagements used by half of the top 100 US accounting firms.
Caseware vs Fieldguide: side by side
“Not published” means the vendor does not state it.
| Caseware | Fieldguide | |
|---|---|---|
| What it does | Audit and assurance engagements, review and compilation, financial statement preparation, tax, quality management and internal audit, with AI agents under the Caseware Verity name | AI platform for audit and advisory engagements: AI agents for planning, testing, review and financial statement drafting, with a client portal for requests and evidence |
| Best for | Accounting and audit firms, corporations and government | Audit, assurance and advisory firms; also corporate internal audit teams and federal engagements |
| Founded and HQ | More than 35 years in assurance and financial reporting; Toronto, Canada | San Francisco; founding year not published |
| Ownership and funding | Not published | Venture-backed; more than US$125m raised from investors including Goldman Sachs, Bessemer Venture Partners, 8VC, Floodgate and Y Combinator |
| Customers or users | 23,000+ customers and 475,000+ users in 130 countries | Half of the top 100 US accounting firms, including 8 of the top 10; named firms include Baker Tilly, Cherry Bekaert, Aprio, Weaver, BerryDunn and Crowe BGK |
| Pricing | Not published; demo on request, with sales and support through regional distributors | Not published |
| Deployment and markets | Cloud platform; products for the US, Canada, Netherlands, UK, Germany, Denmark and Asia Pacific; distributors in 130 countries | US and Canada (CPA Canada engagement forms built in); FedRAMP certified for US federal work |
Fieldguide integrations
Fieldguide connects client data into request lists from more than 80 accounting, HRIS and ticketing systems, and firms can build their own against a documented REST API. The company does not publish the individual system names. From its platform integrations page, checked September 2026.
Main differences
Caseware also covers financial statement preparation, tax, quality management and internal audit; Fieldguide focuses on audit and advisory engagements with a client portal.
Caseware sells products for the US, Canada, the Netherlands, the UK, Germany, Denmark and Asia Pacific through distributors in 130 countries; Fieldguide serves the US and Canada.
Caseware offers AI agents under the Caseware Verity name; Fieldguide's AI agents handle planning, testing, review and financial statement drafting.
Neither publishes prices; Caseware sells and supports through regional distributors.
Which to choose
Choose Caseware if
- You need audit, financial statements and tax in one suite, or a local edition outside North America
Choose Fieldguide if
- Your firm is in the US or Canada and wants an AI platform for audit and advisory engagements with a client portal
Compare further
Common questions
What is the difference between Caseware and Fieldguide?+
Caseware covers audit and assurance engagements, review and compilation, financial statement preparation, tax, quality management and internal audit, with AI agents under the Caseware Verity name. Fieldguide is an AI platform for audit and advisory engagements, with AI agents for planning, testing, review and financial statement drafting and a client portal.
Which countries do Caseware and Fieldguide serve?+
Caseware has products for the US, Canada, the Netherlands, the UK, Germany, Denmark and Asia Pacific, with distributors in 130 countries. Fieldguide serves the US and Canada, with CPA Canada engagement forms built in, and is FedRAMP certified for US federal work.
How many firms use Caseware and Fieldguide?+
Caseware has 23,000+ customers and 475,000+ users in 130 countries. Fieldguide is used by half of the top 100 US accounting firms, including 8 of the top 10.
Part of Accountio’s accounting technology coverage.
