Fieldguide
ActiveVertical AI for Audit & Advisory Firms
About
Fieldguide is a vertical AI platform for modern assurance and advisory firms that digitizes the end-to-end engagement workflow on a single platform. Built by former Big Four practitioners and experienced technology leaders, Fieldguide is trusted by top CPA firms to improve margins, win new business, and build stronger client relationships. We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, and more.
From their website
fieldguide.io ↗Fieldguide offers an AI-native platform tailored for audit and advisory firms, aiming to automate workflows, enhance collaboration, and improve margins. It provides AI agents and end-to-end engagement management to support modern audit and advisory practices. The platform emphasizes professional-grade AI agents that assist with testing, documentation, and evidence review within established methodologies.
Fieldguide combines an AI Platform with End-to-End Engagement Management and Insights Analytics. It includes Field Agents (digital teammates) that: review uploaded client evidence for completeness, automate testing procedures, handle recurring tasks across workpapers, and perform end-to-end substantive testing. Agents operate within industry standards and customer methodologies, collaborating with practitioners to interpret evidence and validate decisions in real time. The product connects to popular productivity and IT tools via Integrations and offers a Client Hub for modern client experience, all within an end-to-end engagement workflow designed for audit and advisory firms.
Who it’s for: Audit and advisory firms seeking AI-powered automation to accelerate engagements, improve quality, and enhance client collaboration.
- AI agents for evidence review and completeness checks
- Automated end-to-end testing procedures
- Recurring task automation across workpapers
- Substantive testing automation with low error rate
- Context-aware agent collaboration grounded in methodologies
- End-to-end engagement management platform
- Integrations with popular productivity and IT tools
Marketing and customer traction mentions (featured partnerships and press quotes), product tour, and multiple product capabilities showcased; evidence of enterprise/firm adoption signals through client-focused messaging and case references.
Founders · 2
CEO/cofounder at Fieldguide, a vertical AI platform for audit and advisory firms. Previously Chief of Staff at Atrium and founded a cryptocurrency tax automation company while in grad school at UC Berkeley. 5 years at EY in audit & advisory.
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