Fieldguide

At Fieldguide, we are dedicated to transforming the advisory and audit landscape through innovative automation and AI-powered solutions. Founded in 2019 and headquartered in San Francisco, we specialize in delivering workflow automation and collaboration software designed specifically for audit, attestation, assurance, and advisory firms. Our mission is to amplify the engagement experience, helping firms and their clients embrace the future of trust services.

Our AI-driven platform digitizes the entire engagement lifecycle, incorporating the latest advances in generative and agentic AI to enable professionals to deliver higher quality results more efficiently. We’re proud to be trusted by 50 of the top 100 CPA and consulting firms in the U.S., helping them unlock growth, increase margins, and enhance client satisfaction with streamlined processes.

Fieldguide is built with a vision of a new paradigm in assurance services, where automation and AI augment practitioners’ expertise, enabling greater collaboration and agile workflows. We enable firms to conduct SOC 2 engagements, financial audits, PCI DSS assessments, internal audits, and more with improved efficiency and transparency.

We have been recognized repeatedly for innovation, winning the CPA Practice Advisor Technology Innovation Award four times and being named a Top New Product by Accounting Today four times. Our platform’s ease of use and cloud-first design set us apart from traditional, outdated software solutions in accounting.

With $50 million raised from leading Silicon Valley investors including Bessemer Venture Partners and 8VC, our team combines the expertise of former Big Four practitioners and Silicon Valley technologists. We strive to continuously evolve and deliver cutting-edge technology that empowers audit and advisory professionals to thrive in the digital age.

At Fieldguide, our commitment is to deliver tools that not only improve operational efficiency but also enhance the overall client experience, making complex auditing and advisory work more manageable and collaborative.