Fieldguide
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Location
Headquarters: San Francisco, California, United States, North America
Region: California
Country: US
Continent: North America
About
Fieldguide is an AI-powered advisory and audit automation platform that helps audit and advisory firms streamline workflows, increase margins, and improve client collaboration. It offers end-to-end engagement management, document management, and reporting automation for a range of engagements including SOC, regulatory compliance, financial audit, tax, and IT audit. The platform is designed for practitioner-led firms, with analytics and integrations to connect to popular productivity tools, and is headquartered to serve professional services globally.
Fieldguide provides an AI-powered automation platform for audit and advisory firms, including CPAs and consultants. Its software streamlines the engagement lifecycle through modules for workflow management, reporting, and client collaboration. The platform supports various services such as financial audits, SOC 2 assessments, and tax engagements.
Fieldguide Inc.
2020
for_profit
active
Industries
Primary Industry: Software
Categories
Funding & Financials
Series B
50000000
1m-10m
private
Investors
Founders
Chris Szymansky
Jin Chang
Leadership
Technology Stack
Products
Fieldguide AI Platform for Advisory & Audit: A cloud-based platform that automates and manages the entire lifecycle of audit and advisory engagements to improve operational workflows and client collaboration.
Fieldguide AI: An AI system purpose-built for audit and advisory firms that automates multi-step workflows and provides intelligent recommendations to enhance productivity.
Engagement Hub: A tool for managing and automating the entire lifecycle of audit and advisory engagements to improve margins and client satisfaction.
Reporting Automation: A feature that enables one-click generation of collaborative audit and advisory reports, reducing time spent on report creation.
Document Management: A system for organizing, associating, and managing workpapers and documents related to audit and advisory engagements.
Request Management: A cloud-based tool for sending, tracking, and managing client requests during audit and advisory engagements to improve communication and client satisfaction.
Funding rounds
Series C · $75M · (2026-02-02) · Lead: Goldman Sachs Alternatives
Corporate Round · (2025-10-23) · Lead: KPMG
Series B · $30M · (2024-03-26) · Lead: Bessemer Venture Partners
