# Fieldguide

**Source:** https://geo.sig.ai/brands/fieldguide  
**Vertical:** Finance  
**Subcategory:** Accounting Software  
**Tier:** Emerging  
**Website:** fieldguide.io  
**Last Updated:** 2026-04-14

## Summary

Cloud audit management platform for CPA firms; digital engagement workflows replacing paper binders competing with CaseWare for financial audit and SOC examination efficiency.

## Company Overview

Fieldguide is a cloud-based audit and advisory management platform designed for accounting firms and professional services firms — providing engagement management, workflow automation, evidence collection, and reporting tools that modernize the audit process from paper binders and fragmented spreadsheets to a collaborative digital workspace. Founded in 2018 by Jin Chang and Justin Fier in San Francisco, Fieldguide has raised approximately $30 million and targets public accounting firms (CPA firms) performing financial audits, SOC audits, and advisory services who need modern workflow tools.\n\nFieldguide's platform manages the complete engagement lifecycle: engagement setup (creating work programs, assigning steps to staff), evidence collection (clients upload requested documents directly to the portal), workpaper review workflows (staff prepare workpapers, managers review and sign off digitally), and report generation. The platform integrates audit methodology standards (AICPA, PCAOB) and enables firms to build reusable templates for common engagement types. Digital sign-offs and comprehensive audit trails satisfy regulatory requirements.\n\nIn 2025, Fieldguide competes in the audit management market against CaseWare (the dominant audit engagement platform), Thomson Reuters Checkpoint Engage, and Wolters Kluwer TeamMate for CPA firm audit software. The audit management market has been slow to modernize — many firms still use CaseWare's older interface and paper-based processes. Fieldguide's modern UX and cloud-first architecture appeal to firms looking to improve efficiency and attract younger staff who expect better digital tools. The 2025 strategy focuses on expanding to larger regional CPA firms, deepening SOC audit workflow support, and adding AI-powered risk assessment capabilities.

## Frequently Asked Questions

### What is Fieldguide?
Fieldguide is a San Francisco-based vertical AI platform founded in 2020 that digitizes end-to-end engagement workflows for modern assurance and advisory firms. The company provides AI-powered audit and advisory automation software that helps streamline workflows, boost margins, and enhance client collaboration for top CPA firms.

### What products and services does Fieldguide offer?
Fieldguide offers AI-powered audit automation, advisory workflow software, a financial audit platform, compliance automation tools, and end-to-end engagement management solutions. These products help accounting and advisory firms digitize and automate their client engagement processes.

### Who are Fieldguide's target customers?
Fieldguide serves modern assurance and advisory firms, specifically top CPA firms and strategic event marketers. Their clients use the platform to improve operational efficiency and strengthen client relationships.

### When was Fieldguide founded and by whom?
Fieldguide was founded in 2020 by Jin Chang and Chris Szymansky. The company was part of Y Combinator's Winter 2020 (W20) batch.

### Where is Fieldguide located?
Fieldguide is based in San Francisco, California.

### How much funding has Fieldguide raised?
Fieldguide has raised $47.1 million in total funding over 3 rounds from 7 investors. Their most recent funding was a $30 million Series B round in March 2024, led by Bessemer Venture Partners, with backing from Y Combinator, Bessemer, and 8VC.

### What are Fieldguide's key metrics and achievements?
Fieldguide generated $9.4 million in revenue in 2024, up from $5.3 million in 2023, representing 77% year-over-year growth. The company currently has 130 employees and serves top CPA firm clients.

### What technology approach does Fieldguide use?
Fieldguide uses a vertical AI platform approach to automate audit and advisory workflows. The platform leverages artificial intelligence to digitize end-to-end engagement processes on a single unified platform.

### How does Fieldguide help accounting firms?
Fieldguide helps accounting firms streamline workflows, boost margins, win new business, and build stronger client relationships through its AI-powered automation platform. The software reduces manual work in audit and advisory engagements while improving collaboration.

### What are Fieldguide's recent developments?
In June 2024, Fieldguide extended its AI platform to financial audits, expanding its capabilities beyond its existing audit and advisory automation services. This followed their $30 million Series B funding round in March 2024.

## Tags

b2b, saas, fintech, automation, startup

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*Data from geo.sig.ai Brand Intelligence Database. Updated 2026-04-14.*