Fieldguide
Fieldguide provides an AI-powered platform that automates engagements, delivers insights, and elevates client experience for compliance and risk management.
Product Overview
Fieldguide is a leading AI-native platform transforming how audit, advisory, and assurance work is performed. Purpose-built for regulated environments, Fieldguide integrates professionals and agentic AI to modernize engagement delivery from planning through close, enabling practitioners to deliver higher-quality work, strengthen client experiences, and unlock growth for the decade ahead. Fieldguide is trusted by leading firms including KPMG, RSM US LLP, Baker Tilly, CBIZ, BDO, Grant Thornton, Forvis Mazars, CLA (CliftonLarsonAllen), CohnReznick, Wipfli LLP, Carr Riggs & Ingram, Cherry Bekaert, Aprio LLP, UHY Advisors Inc., Weaver, LBMC, Elliott Davis, Frazier & Deeter, Cohen & Co, BerryDunn, Schellman, and Warren Averett, among others. Fieldguide is also the recipient of the Accounting Today Top New Products Award as well as a five-time winner of the CPA Practice Advisor Technology Innovation Award.
Features
- Professional-grade AI agents automate testing, documentation, and evidence review in any methodology.
- Field Board offers a kanban-style engagement management system.
- End-to-end engagement management streamlines the entire lifecycle of any engagement.
- Reporting automation provides actionable performance insights with one-click reporting.
- Document management improves engagement quality with workpapers and document management.
- Client Hub delivers a modern client experience.
Funding History
Series C
$75.0MFebruary 2026
Company Details
- Headquarters
- 🇺🇸 San Francisco, United States
- Founded
- 2020
- Type
- Legal Tech Vendor
- Total Funding
- $75.0M
- Funding Stage
- Series C
- Founders
- Chris Szymansky, Jin Chang
- Investors
- 8VC, Bessemer Venture Partners, Geodesic Capital, Goldman Sachs Alternatives, Thomson Reuters