Clark logoFieldguide logo

Clark vs Fieldguide

Clark and Fieldguide side by side: pricing, features, pros and cons, and which fits your team.

We're an independent directory and don't sell either product. Everything below comes from the vendors' published information and third-party review sites, with sources listed at the end.

ClarkFieldguide

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The short answer

Clark and Fieldguide are both audit & risk tools. Neither has a clear edge on the figures we track (entry price, review ratings, integrations, frameworks, customers). Best fit: Clark for CPA firms short on audit staff during busy season and Fieldguide for top and mid-market accounting firms standardizing audit and advisory delivery across practices. Shortlist on fit, then compare quotes for the same scope.

Which should you choose?

Clark logo

Choose Clark if…

  • you're among CPA firms short on audit staff during busy season
  • you're among firms that want AI to own whole engagement areas, not just extraction
  • you're among EBP and government audit practices looking to add capacity
  • this Fieldguide drawback matters to you: pricing is quote-based, making budgeting difficult for smaller practices
Fieldguide logo

Choose Fieldguide if…

  • you're among top and mid-market accounting firms standardizing audit and advisory delivery across practices
  • you're among assurance teams wanting AI-assisted planning, testing, review, and workpaper workflows
  • you're among firms needing shared client evidence and request management instead of email-driven collection
  • this Clark drawback matters to you: no public pricing

At a glance

AttributeClark logoClarkFieldguide logoFieldguide
Starting priceCustompricing as of Nov 2026Custompricing as of Oct 2026
Pricing modelAnnual subscription, quote-basedAnnual subscription, quote-based
Free trialNo public free trial is listed; book a demo.No public free trial is listed; buyers request a demo.
FoundedNot disclosed (formerly uiAgent)Not published
HeadquartersNew York, NYSan Francisco, CA
Funding$16M total$125M raised
FrameworksSOC 1 Type 2, SOC 2 Type 2, ISO 27001; supports HIPAA and GDPRSOC 2, HIPAA, PCI DSS, HITRUST, ISO 27001, NIST, SOX, FedRAMP
CoverageUS CPA firmsAudit, advisory, assurance, internal audit, cybersecurity, privacy, regulatory compliance, and federal engagements
IntegrationsSharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel, email80+ accounting, HRIS, and ticketing systems
Customers35+ CPA firms, including CliftonLarsonAllen and AprioMore than half of the Top 100 accounting firms
RatingNot published4.4/5 on G2 (10 reviews)
FocusAI audit staff for CPA firmsAudit and advisory engagement management

Figures are as published by each vendor or review site on the verification date. "Leads" marks the stronger published figure; it isn't a recommendation on its own.

Where each one leads

Neither tool has a clear edge on the figures we can compare directly (entry price, review rating, integrations, frameworks, customers, free trial).

Pricing compared

Clark pricing

Custom · pricing as of Nov 2026

Plan-level pricing not published.

Clark does not publish prices or plans. Firms book a demo and receive a quote. The 40% time savings figure on Clark's site is described as illustrative, not a measured average.

Free trial: No public free trial is listed; book a demo.

Fieldguide pricing

Custom · pricing as of Oct 2026

  • Fieldguide platformCustom

    Engagement management, client collaboration, workpapers, AI-assisted testing, reporting

Fieldguide sells through a sales-led process and does not publish current list prices. Buyers request a quote for the platform and implementation. Historical bundles used engagement-based pricing and are not a current price guide.

Free trial: No public free trial is listed; buyers request a demo.

Key capabilities

Clark

  • Clerks (AI audit employees). Autonomous agents assigned to engagement areas that collect documents, run tests, draft workpapers and chase client follow-ups, with CPAs retaining review and sign-off.
  • Ava AI teammate. The assistant firms interact with to assign work, review output and ask questions about an engagement.
  • Material Intelligence. Clark's agent harness, document processing and multi-layer memory that keeps context across documents and over the course of an engagement.
  • Excel add-in. Brings Clark's extraction and testing into Excel workpapers so staff can stay in their spreadsheets.
  • Integrations and UI automation. Connects to SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel and email, and uses UI automation for client sites without APIs.
  • Peer Review Guarantee. Clark pays capped damages and refunds that client's fees if an Ava extraction error or miss becomes a peer review finding; team overrides are excluded.
  • Specialty audit coverage. Clark markets Clerks for employee benefit plan (EBP) audits and for firms expanding into government audits.

Fieldguide

  • AI engagement agents. Field Planner, Field Auditor, Field Reviewer, Field Financials, and Field Orchestrator prepare or execute repeatable work with practitioner checkpoints.
  • Engagement management. Teams manage planning through completion with connected people, clients, methodology, status, risk, and open items.
  • Client request hub. Clients view requests, upload evidence, exchange files, and collaborate through a shared permissioned workspace.
  • Audit testing automation. Field Auditor analyzes populations, performs sampling and extraction, evaluates evidence, and surfaces exceptions.
  • Workpaper management. Users store, organize, edit, version, and export Word, Excel, and PDF workpapers tied to engagements.
  • Methodology support. Firms can deploy PPC, Mercia, CPA Canada, Thomson Reuters Guided Assurance, or proprietary methodology.
  • Insights and analytics. Dashboards measure engagement efficiency, AI adoption, team performance, and time against budget.

Pros and cons

Clark

Pros

  • Clerks own engagement areas end to end, from document requests to draft workpapers
  • Peer Review Guarantee puts money behind extraction accuracy
  • SOC 1 Type 2, SOC 2 Type 2 and ISO 27001, with no training on customer data
  • Named mid-market and top-25 CPA firm customers

Cons

  • No public pricing
  • Young company with $16M raised in total
  • The 40% time savings figure is illustrative, not a measured average
  • Built for US CPA firms; not aimed at internal audit teams

Fieldguide

Pros

  • Covers planning, evidence collection, testing, review, reporting, and client collaboration in one platform.
  • Field Agents support repeatable audit procedures while retaining professional review checkpoints.
  • Integrates with GRC, accounting, HRIS, ticketing, identity, and file-sharing systems.
  • Supports licensed and proprietary methodologies, including Thomson Reuters Guided Assurance.

Cons

  • Pricing is quote-based, making budgeting difficult for smaller practices.
  • The platform is designed for firms and engagement teams rather than individual auditors.
  • AI-generated work remains subject to practitioner review and does not replace professional judgment.
  • Advanced capabilities such as time-and-budget insights require an Enterprise subscription.

How they're similar

  • Both are listed in our audit & risk directory.
  • Both use quote-based pricing, so the final price depends on scope and negotiation.

How they differ

Focus
Clark: AI audit staff for CPA firms
Fieldguide: Audit and advisory engagement management
Headquarters
Clark: New York, NY
Fieldguide: San Francisco, CA
Funding
Clark: $16M total
Fieldguide: $125M raised
Listed only for this tool
Clark: Audit automation, AI agents, Workpapers, CPA firms, Employee benefit plan audits, Government audits +2 more
Fieldguide: SOC 2, HIPAA, PCI DSS, HITRUST, ISO 27001, NIST +8 more

Frequently asked questions

Is Clark cheaper than Fieldguide?

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The published prices can't be compared directly (they are quote-based, use different billing units, or aren't published), so request quotes for the same scope. Clark: Custom (annual subscription, quote-based). Fieldguide: Custom (annual subscription, quote-based). (Clark pricing pricing as of Nov 2026; Fieldguide pricing pricing as of Oct 2026.) Total cost depends on plan, company size and add-ons.

Which is better for startups, Clark or Fieldguide?

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Clark's published positioning doesn't single out startups; its first best-fit group is "CPA firms short on audit staff during busy season". Fieldguide's published positioning doesn't single out startups; its first best-fit group is "Top and mid-market accounting firms standardizing audit and advisory delivery across practices". Neither answer replaces a quote for your headcount and scope.

Can I switch from Clark to Fieldguide?

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Yes. They are separate products, so switching means setting up Fieldguide and reconnecting your systems. Check your Clark contract term and renewal date before you commit. Data migration tooling isn't covered in our sources, so ask Fieldguide whether it can import your Clark data.

Does Clark or Fieldguide have more integrations?

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Clark: SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel, email; Fieldguide: 80+ accounting, HRIS, and ticketing systems. Vendor counts are self-reported and define "integration" differently, so check that the specific systems you use are supported.

How do Clark and Fieldguide reviews compare?

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Clark: no rating in our data; Fieldguide scores 4.4/5 from 10 reviews on G2. Ratings are third-party review-site data, not our own testing.

Do Clark and Fieldguide offer a free trial?

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Clark: No public free trial is listed; book a demo. Fieldguide: No public free trial is listed; buyers request a demo.

Go deeper

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