Fieldguide’s cover photo
Fieldguide

Fieldguide

Software Development

San Francisco, CA 11,554 followers

The Leading AI Partner to Audit & Advisory Firms.

About us

Fieldguide offers Agentic AI that unlocks growth for Audit and Advisory firms. Built by former Big Four practitioners and Silicon Valley technologists, Fieldguide’s AI platform digitizes the end-to-end engagement lifecycle and incorporates the latest in generative and agentic AI — delivering dramatically better results to professionals and their clients. Fieldguide is trusted by 50 of top 100 CPA and consulting firms in the US to unlock growth, increase margins, and delight clients. Fieldguide AI is a perennial award-winner, recognized by CPA Practice Advisor (4x Technology Innovation Award) and Accounting Today (4x Top New Product). The company is based in San Francisco and has raised $50M from top Silicon Valley investors incl. Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, Fourth Realm, Justin Kan (Twitch), Eric Ries (The Lean Startup), Elad Gil, Qasar Younis (Applied Intuition), Tracy Young (PlanGrid/TigerEye), and more.

Website
http://www.fieldguide.io
Industry
Software Development
Company size
51-200 employees
Headquarters
San Francisco, CA
Type
Privately Held
Founded
2020
Specialties
Compliance Software, Compliance Audit & Advisory, Audit Engagement Software, Workflow Automation & Artificial Intelligence, Enterprise Cloud, Real-Time Collaboration, Risk Management, Compliance Standards, Regulatory Standards, Cybersecurity, Information Security, and Information Technology

Products

Locations

Employees at Fieldguide

Updates

  • Fieldguide reposted this

    As we head into the holiday season, we’re reflecting on what we’re most grateful for. 2025 brought meaningful momentum, from launching the AI Maturity Framework to help firms turn vision into execution, to sharing unforgettable moments at ENGAGE, the US Open, and around the world with our team and customers. At Fieldguide, we’re proud to be building alongside the audit and advisory community. We’re here to support the future of trust with purpose, clarity, and partnership. Thank you to our customers, our team, and this profession. Happy Thanksgiving from all of us at Fieldguide. 🦃

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  • As we head into the holiday season, we’re reflecting on what we’re most grateful for. 2025 brought meaningful momentum, from launching the AI Maturity Framework to help firms turn vision into execution, to sharing unforgettable moments at ENGAGE, the US Open, and around the world with our team and customers. At Fieldguide, we’re proud to be building alongside the audit and advisory community. We’re here to support the future of trust with purpose, clarity, and partnership. Thank you to our customers, our team, and this profession. Happy Thanksgiving from all of us at Fieldguide. 🦃

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  • 60% of firm leaders say workload is the top driver of burnout. 96% believe AI could improve balance. 91% say it would help with retention. Firms believe in AI. But they’re struggling to scale it. Our report, The AI Adoption Paradox, shares new findings from audit and advisory leaders. The results show real progress and real gaps. We launched this survey to understand why. And we built the AI Maturity Framework to help firms bridge the gap between vision and execution. Download the full report to explore the findings: https://lnkd.in/gytvyEPz

  • Our new research continues to spark important conversations. Accounting Today explored why firms are investing in AI but still relying heavily on manual processes. Thanks to Chris Gaetano and the Accounting Today team for spotlighting findings from The AI Adoption Paradox: Why Audit and Advisory Firms Struggle to Turn Vision Into Execution. Read the full article here 👇 https://lnkd.in/gV6pC4PN

  • Fieldguide reposted this

    View profile for Corey Wells

    SaaS Strategy & GTM Executive | General Manager | Global Partnerships | Board Advisor | GRC Guru | Coach & Mentor

    Over the next 3–5 years, audit will look very different: more automated, more data-driven, and more focused on higher-risk areas and strategic insight. But one thing won’t change: the need for trusted, defensible methodology at the core of every engagement. That’s why I’m excited about the new partnership between Thomson Reuters and Fieldguide: We’re bringing Thomson Reuters PPC audit methodology—delivered through Guided Assurance—directly into Fieldguide’s agentic AI platform. This partnership grounds automation in the proven guidance auditors rely on to pass peer review, meet compliance standards, and stand up to inspection and litigation. 🔗 Learn more: https://lnkd.in/g-x6Ngb4 #Audit #AI #AgenticAI #ThomsonReuters #Fieldguide #Assurance #PPC #GuidedAssurance #AccountingInnovation Jin W. Chang

    View organization page for Fieldguide

    11,554 followers

    Together with Thomson Reuters, we’re reimagining how firms deliver quality at scale by embedding trusted audit methodology into Fieldguide’s agentic AI platform. Now, firms using Thomson Reuters’ Guided Assurance can perform their engagements in a single, seamless Fieldguide workflow, powered by agentic AI, without context-switching or external apps. ”Thomson Reuters is committed to delivering the most automated, AI-driven audit methodology, powered by our innovations and partnerships with leading technology providers and we couldn’t be more excited to bring the capabilities of Fieldguide, a recognized industry leader, to firms that rely on our PPC methodology.” — David Wyle, General Manager, Audit at Thomson Reuters We believe the future of the profession will be built by those who embrace change with purpose, and we’re proud to help firms take that step forward to become faster, smarter, and stronger. Jin W. Chang shares why this partnership is a pivotal step for the profession—and what it means for firms navigating today’s challenges. 👇 Read more: https://lnkd.in/gwY-ar2f

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  • Our latest research shows that firms believe in AI, but most still struggle to scale it into real, daily impact. Thanks to Isaac O'Bannon and the CPA Practice Advisor team for covering The AI Adoption Paradox: Why Audit and Advisory Firms Struggle to Turn Vision Into Execution. Check out the article here👇 https://lnkd.in/gGKD-JAg

  • Most people don’t become auditors to spend their days matching PDFs to spreadsheets. But that’s still the reality for many starting out in the profession. In this episode of CPA Trendlines with Liz Farr, our CEO Jin W. Chang reflects on what it felt like to be a junior auditor doing manual work that didn’t match the skill or ambition it took to enter the field. That disconnect is what inspired Fieldguide, and it’s why we’ve built agentic AI that supports professionals from day one, giving them the time and tools to grow faster, think critically, and do the work they’re meant to do. Listen to the full episode to hear more about Jin’s journey, why we built Fieldguide, and where we see the profession heading next. 🎧 Full episode: https://lnkd.in/gMa2k77y

  • Firms believe in AI. But they're struggling to execute on it. Our new research report, The AI Adoption Paradox, shows that audit and advisory leaders have shifted away from skepticism and see real wins from AI in quality, efficiency, and profitability. Yet most firms are still stuck in pilot mode, with 83% saying their firm’s AI strategy doesn’t align with execution We surveyed 350 leaders to learn why. The biggest barriers are mindset, culture, and change management - not technology. Download the full report to explore the findings: https://lnkd.in/gwCsVFce

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  • Together with Thomson Reuters, we’re reimagining how firms deliver quality at scale by embedding trusted audit methodology into Fieldguide’s agentic AI platform. Now, firms using Thomson Reuters’ Guided Assurance can perform their engagements in a single, seamless Fieldguide workflow, powered by agentic AI, without context-switching or external apps. ”Thomson Reuters is committed to delivering the most automated, AI-driven audit methodology, powered by our innovations and partnerships with leading technology providers and we couldn’t be more excited to bring the capabilities of Fieldguide, a recognized industry leader, to firms that rely on our PPC methodology.” — David Wyle, General Manager, Audit at Thomson Reuters We believe the future of the profession will be built by those who embrace change with purpose, and we’re proud to help firms take that step forward to become faster, smarter, and stronger. Jin W. Chang shares why this partnership is a pivotal step for the profession—and what it means for firms navigating today’s challenges. 👇 Read more: https://lnkd.in/gwY-ar2f

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Funding

Fieldguide 4 total rounds

Last Round

Corporate round

Investors

KPMG
See more info on crunchbase