Fieldguide vs Shilo
Detailed side-by-side comparison to help you choose the right tool
Fieldguide
Business
AI-native platform designed for audit and advisory services, providing intelligent tools for professional accounting and compliance workflows.
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CustomShilo
Business
AI assistant built for real estate teams that listens, coaches, and guides agents in real time to help them close deals with confidence.
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CustomFeature Comparison
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Fieldguide - Pros & Cons
Pros
- ✓Purpose-built for audit methodology rather than a generic AI assistant retrofitted for accounting workflows
- ✓Backed by $47M+ in venture funding from top firms like Bessemer Venture Partners, signaling long-term platform stability
- ✓Supports multiple compliance frameworks out of the box including SOC 1/2, ISO 27001, PCI DSS, HIPAA, and NIST CSF
- ✓AI agents materially reduce time spent on PBC chasing and evidence matching, the largest realization drag in audit engagements
- ✓SOC 2 Type II compliant with role-based access controls suitable for regulated firms and Big 4 alumni-led practices
- ✓Used by leading mid-market and Top 100 CPA firms, validating fit for high-volume professional services environments
Cons
- ✗Pricing is enterprise-only with no public tiers, making it difficult for small firms to evaluate without a sales conversation
- ✗No self-serve free tier or trial visible on the website, raising the barrier to entry for solo practitioners
- ✗Narrowly focused on audit and advisory — not suitable for tax, bookkeeping, or general accounting workflows
- ✗Onboarding requires meaningful change management since it replaces or supplements legacy tools like CaseWare or TeamMate
- ✗AI outputs in regulated audit contexts still require senior-level review, so time savings concentrate in junior/manager hours
Shilo - Pros & Cons
Pros
- ✓Specialized focus on live real estate sales conversations rather than trying to be an all-in-one platform, filling a gap that general CRMs leave open
- ✓Real-time AI coaching during calls provides agents with contextual suggestions and objection-handling prompts without leaving the conversation
- ✓Manager dashboard provides granular visibility into team performance, coaching adherence metrics, and training opportunity identification
- ✓Integrates with real estate CRMs and existing telephony stacks rather than requiring agents to switch platforms
- ✓AI suggestions improve over time by learning from a team's own successful calls, tailoring to specific markets and property types
- ✓Objection library covers over 200 common real estate objections with AI-generated rebuttals tuned to property-specific vocabulary
Cons
- ✗Pricing is not publicly listed and requires contacting sales, making quick budget comparisons difficult—refer to comparable platforms like Gong ($100–$150/user/month) for general market context
- ✗Relatively new entrant in the market with limited long-term performance data across diverse economic conditions
- ✗Vendor-published performance claims have not been independently verified by third-party audits as of early 2026
- ✗Focused narrowly on call coaching, so teams still need separate tools for lead generation, marketing automation, and transaction management
- ✗Effectiveness may vary significantly across different real estate markets, property types, and buyer demographics, requiring a pilot period to validate
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