Fieldguide

Fieldguide is an AI native platform for audit and advisory that embeds agentic execution directly into engagement delivery, positioning agents and human practitioners as one team from planning through close. Founded in 2020 by former CPA Jin Chang, the company reached a $700 million valuation on a $75 million Series C led by Growth Equity at Goldman Sachs Alternatives in February 2026, bringing total funding to $125 million, with Bessemer Venture Partners, 8VC, Geodesic, and Thomson Reuters also backing it. It is used by half of the top 100 US accounting firms, including KPMG, RSM US, Baker Tilly, BDO, Grant Thornton, and Forvis Mazars, at varying depths of agent adoption.

The product targets a structural capacity crisis in the profession, a shrinking supply of CPAs against rising regulatory complexity, by having its Field Agents execute the high volume, repeatable, and data intensive work that firms have historically offshored. Agents run the first pass across the engagement lifecycle: reviewing uploaded client evidence for completeness, planning procedures by client industry, and executing substantive tests, with the vendor citing automation of up to seventy percent of testing and a measured error rate below one percent against manual work. In effect the agents act as an onshore extended team, taking on preparation and testing work that many firms previously sent to offshore providers, then returning results for expert review. Humans keep review and judgment authority, which suits the regulated setting where governance, traceability, and oversight are built into every engagement.

Fieldguide is one centralized platform spanning financial audit, SOC, risk advisory, ESG, and internal audit across frameworks including SOX, HIPAA, HITRUST, and PCI DSS, replacing stitched together point solutions with a single system of record for requests, evidence, and workpapers. For an audit or advisory firm trying to add capacity without adding headcount, it is the most widely adopted agentic option in the lane, proven inside the largest firms. Teams wanting an open developer platform, customer chosen models, or self hosted data residency will find those are not what Fieldguide is built for; its strength is depth in the audit workflow, not extensibility.