What Fieldguide does

Fieldguide is an AI-native SaaS platform purpose-built for accounting, audit, and advisory firms, founded in 2020 by Jin Chang (a former EY practitioner) and Chris Szymansky, and headquartered in San Francisco with a global footprint spanning U.S. cities (Denver, New York, Los Angeles, Austin, Detroit, Pittsburgh, Seattle), Canada (Toronto), South Korea (Seoul), and Singapore (Singapore). The platform unifies end-to-end engagement lifecycle management — financial audit, SOC audits, risk advisory, cybersecurity compliance, and tax — through modular products including Field Agents, Field Orchestrator, Field Board, Document Management, Reporting Automation, Request Management, Client Hub, and Insights & Analytics.

The core technology centers on agentic AI: Field Agents autonomously execute audit testing and documentation workflows, Field Orchestrator coordinates multi-agent workflows across entire engagements, and Agentic Chat provides context-aware guidance grounded in industry methodologies. The platform is built on AWS infrastructure with native integrations into Microsoft Office, Google Drive, Box, Dropbox, Okta, Azure AD, SAML, and tax systems (ProSystem FX, UltraTax, CCH Axcess Tax). Fieldguide holds AIUC-1 (first in audit/advisory), ISO 42001, ISO 27001, SOC 2 Type 2, GDPR, and CCPA compliance certifications, with operational alignment to NIST AI RMF, MITRE ATLAS, and OWASP Top 10 for LLMs.

Revenue is generated through enterprise SaaS subscriptions sold via a direct field-sales motion targeting the Top 100 U.S. accounting firms and Big Four members, with quote-based annual pricing not publicly disclosed. The company reports 50% penetration of the Top 100 U.S. accounting firms. To date, Fieldguide has raised $125 million across a $17M Series A (March 2022, 8VC), $30M Series B (March 2024, Bessemer Venture Partners), and $75M Series C (February 2026, Goldman Sachs Alternatives at a $700M valuation), and has secured strategic investments from KPMG and Thomson Reuters alongside enterprise partnerships with Baker Tilly, BDO, Protiviti, and Cherry Bekaert.

Name

Fieldguide

Legal name

Fieldguide, Inc.

Website

https://fieldguide.io

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

101–250 employees

Short description

Fieldguide is an AI-native SaaS platform that provides agentic AI agents, engagement management, and workflow automation for accounting, audit, and advisory firms, serving 50% of the Top 100 U.S. accounting firms and multiple Big Four members.

Ownership category

akta.pro rank

Product category

Audit Management Software

NAICS

Computer Systems Design and Related Services (54151), Other Scientific and Technical Consulting Services (54169)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Management Consulting Services (8742)

akta.pro primary industry

Data, Analytics & AI Consulting (BPAHACAI)

akta.pro secondary industries

Data, Analytics & AI Consulting (BPAHAEAF), AI/ML Engineering & Model Development Services (BPAEAHAF)

Keywords

• Audit management software
• Advisory workflow automation
• Agentic AI audit
• SOC audit platform
• Financial audit technology

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices12 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Platform Subscription: Fieldguide operates as a SaaS platform for audit and advisory firms, with subscription-based pricing model. The platform provides end-to-end engagement management, AI agents, document management, request automation, reporting, and client hub capabilities.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels12 records

Core offering

Fieldguide is an AI-native, SaaS engagement management platform built for audit and advisory firms. It combines purpose-built agentic AI (Field Agents, Field Orchestrator, Field Board) with end-to-end workflow modules covering engagement management, document management, request automation, reporting, client collaboration, insights, and tax export to automate testing, documentation, evidence review, and report generation. The platform is used by 50% of the Top 100 U.S. accounting firms, including Big Four members such as KPMG.

Product overview

Fieldguide is an AI-native platform for audit and advisory firms that unifies end-to-end engagement workflows through a platform-plus-modules architecture. The core Field Agents product provides autonomous AI agents that execute testing, documentation, and evidence review, while Field Board offers Kanban-style project management. Supporting modules include Document Management, Engagement Management, Request Management, Reporting Automation, Client Hub, Insights & Analytics, and Tax Export. The platform serves financial audit, SOC audits, IT audit, risk advisory, regulatory compliance, cybersecurity, and tax engagements, with AI agents working alongside human practitioners throughout the engagement lifecycle.

Differentiator

Problem solved

Functional benefit

Brands

• Field Agents: Award-winning professional-grade AI agents that execute audit and advisory workflows end-to-end, automating testing, documentation, and evidence review. Includes Field Auditor, Testing Agent, Substantive Testing Agents, Request Agent, and Request Analysis Agent.
• Field Board
• Field Orchestrator
• Insights & Analytics

Products and services

• Fieldguide AI Platform AI-native end-to-end SaaS platform for audit and advisory firms, integrating autonomous AI agents with engagement, document, request, reporting, client collaboration, and analytics capabilities across financial audit, SOC, IT audit, risk advisory, cybersecurity, and tax engagements.
• Field Agents Professional-grade autonomous AI agents that execute engagement workflows including request analysis, evidence review, and end-to-end testing procedures across audit and advisory engagements; includes the Testing Agent (automates up to 70% of testing), Substantive Testing Agents (financial audit workflows with less than 1% error rate), and Request Agent.
• Field Orchestrator Intelligence layer for financial audit that coordinates multi-agent workflows across the full arc of an engagement from a single conversational interface, generating multi-step plans for practitioner review and delegating execution across Field Agents with intelligent pausing for human review.
• Field Board Kanban-style engagement management hub for audit and advisory engagements that organizes every control, test, and action by workflow status, providing real-time engagement-level visibility and drag-to-assign functionality for both practitioners and AI agents.
• Document Management Cloud-based engagement binder with automated file renaming, versioning, AI-powered document analysis, and intelligent cross-reference linking that replaces traditional paper binders for audit and advisory engagements.
• Engagement Management End-to-end engagement lifecycle management covering kickoff to close, with dashboards, readiness assessments, task and milestone tracking, and configurable templates for any audit or advisory engagement type.
• Request Management Automated client request management module with AI-powered request drafting and a Request Analysis Agent that automatically reviews client submissions for completeness and accuracy, flagging mismatched or missing data before it reaches the team.
• Reporting Automation One-click collaborative report generation with configurable Word templates, producing fully formatted SOC reports, PCI DSS reports, financial statements, and other deliverables directly from engagement data.
• Client Hub Digital client portal that provides a modern experience for clients to work with audit and advisory firms across the full engagement lifecycle, including dashboards, request management, and real-time collaboration on documents and reports.
• Insights & Analytics End-to-end engagement analytics module providing concrete steps and insights on planning, reporting, and closing phases; delivers engagement efficiency, client collaboration, and resource insights across the firm.
• Tax Export Audit-to-tax handoff module that exports trial balances and adjustments directly to ProSystem FX, UltraTax, and CCH Axcess Tax with precision and traceability, eliminating rekeying and manual reconciliation between audit and tax teams.

Quantifiable outcome

• 70% of testing automated end-to-end
• +8 more outcomes

Named customers23 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration15 records

AI capability8 records

Feature5 records

Partnerships

Eight partnerships are on record, tiered core and flagship.

• Maloney + NovotnycoreStrategic or Co-development Partner · 22 June 2026Maloney + Novotny selected Fieldguide as foundation for its assurance practice, deploying across financial statement audit, IT attest, advisory services, and related assurance engagements as part of firm-wide Assurance Modernization plan.
• MerciacoreTechnology or Integration · 4 June 2026Partnership to embed Mercia's authoritative UK audit methodology throughout Fieldguide's platform. Enables UK audit firms to leverage trusted guidance within agentic AI workflows featuring dynamic risk assessments, automated diagnostics, and continuous updates aligned with ISA and UK Ethical Standards.
• Baker TillycoreStrategic or Co-development Partner · 27 May 2026Baker Tilly expanded adoption of Fieldguide's agentic AI platform across its risk advisory services, deploying across multiple compliance frameworks including SOC, PCI, HITRUST, ISO, FedRAMP, SOX and internal audit with human-in-the-loop approach.
• BDOcoreStrategic or Co-development Partner · 25 March 2026BDO's Risk Advisory Services practice entered collaboration to deploy AI technology supporting engagement delivery in internal audit and third-party assurance. Led by BDO Belgium with multiple member companies involved.
• ProtiviticoreStrategic or Co-development Partner · 3 March 2026Strategic alliance to integrate Fieldguide's AI and workflow automation into Protiviti's global internal audit and SOX compliance services. Aims to streamline evidence gathering, improve documentation quality, accelerate testing cycles.
• Thomson Reuters (Audit Ecosystem)coreTechnology or Integration · 5 December 2025Strategic partnership to integrate Fieldguide into Thomson Reuters' Cloud Audit Suite and Guided Assurance platform, serving over 16,000 U.S. accounting firms. Automates key audit procedures while maintaining PPC methodology standards.
• KPMGflagshipStrategic or Co-development Partner · 23 October 2025KPMG LLP announced minority investment and collaboration with Fieldguide to develop AI-enabled assurance services. Partnership aims to create dynamic AI agents supporting assurance procedures, leveraging KPMG's industry expertise and AI technologies.
• Cherry BekaertcoreStrategic or Co-development PartnerCherry Bekaert selected Fieldguide as strategic AI partner to modernize audit and advisory delivery.

Scale indicators8 records

Recent moves6 records

Expansion highlights8 records

Direct peers

• AuditBoard: AuditBoard is the closest direct competitor — a SaaS platform for audit, risk, and compliance management used by similar enterprise accounting and risk advisory teams. Both target the same buyer (Chief Audit Executive / Risk leaders at Top 100 firms) with workflow, evidence, and reporting capabilities; Fieldguide differentiates via agentic AI execution.
• Ideagen: Ideagen (including Pentana Audit) is a direct competitor in audit, risk, and compliance software with strong adoption among accounting firms and internal audit functions. Comparable workflow coverage (audit planning, evidence, findings) though historically on-prem / hybrid rather than agentic-AI-led.
• Wolters Kluwer TeamMate: TeamMate is the long-established audit management software suite for internal audit departments, used by mid-to-large audit functions. Comparable buyer profile (audit leadership) and workflow scope, though legacy on-prem / rules-based rather than agentic AI-native.

Emerging players

• Hyperproof: Hyperproof is a SaaS compliance operations platform focused on evidence collection, control monitoring, and audit preparation. Overlaps with Fieldguide's SOC and IT audit modules and targets similar buyer personas within risk advisory practices.
• Vanta: Vanta is an AI-native compliance automation platform focused on SOC 2, ISO 27001, HIPAA, and similar frameworks — overlapping with Fieldguide's cybersecurity and SOC readiness modules. Targets a slightly different buyer (the audited company rather than the audit firm) but competes for the same compliance workflow mindshare.
• Drata: Drata is an AI-native compliance and audit-readiness platform automating SOC 2, ISO 27001, HIPAA, and PCI. Comparable on the cybersecurity/compliance side of Fieldguide's product portfolio and an emerging threat in the same audit-firm buyer conversation, though with less financial-audit depth.
• Onspring: Onspring is a no-code GRC platform covering audit, risk, compliance, and vendor management. Comparable buyer profile in risk advisory practices but a more traditional workflow tool rather than an agentic AI execution platform.

Broad incumbents

• Workiva: Workiva is a public SaaS platform for connected reporting across financial, ESG, audit, and risk use cases. Comparable customer base (Top 100 accounting firms and large enterprises) but a much broader scope spanning SEC reporting, ESG, and corporate disclosures — not agentic AI for audit execution.
• Diligent (Galvanize / ACL): Diligent's Galvanize and ACL product lines provide audit, risk, and compliance software across enterprise GRC functions. Operates broadly across GRC (board, ESG, risk) rather than specializing in audit/advisory delivery, and is positioned as an incumbent platform with broader portfolio reach.
• ServiceNow GRC / Integrated Risk Management: ServiceNow's GRC and Integrated Risk Management modules serve enterprise audit, risk, and compliance functions at very large organizations. A broad incumbent platform with overlapping capabilities in audit and risk workflows, but not specialized for professional services firms or agentic AI-led audit execution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/fieldguide
• LinkedInlinkedin.com/company/fieldguide-inc

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds5 records

Investors13 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fieldguide