Product Reports Resources Pricing Login Book a demo

Fieldguide

Fintech · San Francisco, United States · Founded 2020

AI-native platform for modern accounting practices MoreLess

Fieldguide is a vertical SaaS company that provides an AI-native automation platform tailored for the audit and advisory industry. It serves diverse clients ranging from top-tier CPA firms to boutique consulting practices, helping them modernize their engagement workflows. Operating in the Fintech and RegTech sectors, Fieldguide addresses the complexities of regulatory compliance and risk management by replacing fragmented legacy tools with a unified cloud-based system.

The company’s business model is subscription-based, generating revenue through licensing its software to professional services firms. Its platform functions as an operating system for assurance practices, offering features such as automated request management, AI-assisted testing, real-time collaboration, and dynamic reporting. By integrating agentic AI, Fieldguide automates repetitive tasks—such as evidence collection and document verification—allowing practitioners to focus on high-value strategic judgment and client service.

Fieldguide differentiates itself by combining deep industry expertise with cutting-edge generative AI technology. Founded by former Big Four auditors, the company focuses on solving specific pain points in the audit lifecycle, such as talent shortages and margin compression. With significant venture backing and a growing roster of top 100 accounting firms as customers, Fieldguide aims to transform the future of trust and assurance in capital markets.

Keywords: audit automation, advisory platform, AI-native, SaaS, compliance, CPA firms, workflow automation, risk management, agentic AI, assurance.

Company overview

Fieldguide company information

The essential company record, classifications and operating signals in one place.

Status
Operational
Founded
2020
Headquarters
San Francisco, United States
Employees
205
Open positions
18
Dealroom signal
94.3
client focusb2btechnologyArtificial IntelligencetechnologyMachine LearningtechnologyDeep LearningtechnologyNatural Language Processingsub industryRegtechbusiness modelSaaSindustryFintechsectorCore AIsectorFinancial AdvisorysectorAutomation SolutionssectorRegtech FintechsectorGovernance, Risk and CompliancesectorGenerative AI

Valuation & funding

Fieldguide funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES COther financing Feb 2026 $75M $700M Thomson Reuters · Geodesic Capital · Goldman Sachs Asset Management · Bessemer Venture Partners
LATE VCOther financing Oct 2025 $0 KPMG
SERIES BOther financing Mar 2024 $30M $120M 8VC · Bessemer Venture Partners
SERIES AOther financing Mar 2022 $17M $100M Floodgate · AICPA · 8VC
SEEDOther financing Dec 2020 $125K $500K Y Combinator
SEEDOther financing Aug 2020 Floodgate · Y Combinator
Showing 6 recorded eventsUnlock the complete deal history →

Growth signals

Fieldguide website traffic

Latest recorded traffic for Fieldguide is 55K monthly website visits, down 17.9% over the last three months. Fieldguide's team grew 26.5% over the past year.

Latest monthly visits55K 3-month web change-17.9% 1-year team growth+26.5%
Monthly website visits71 observations · Aug 2020–Jul 2026
Hover or focus a point to see its exact monthly valueCompare with peers →

Comparisons

Fieldguide compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

Showing 8 of the closest matchesCompare every metric →

Talent graph

Fieldguide's talent

Book a demo to see the people
Team profiled 19 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

9 investors on Fieldguide's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Seed 2 investors entered at this stage
Series A 3 investors entered at this stage
Series B+ 4 investors entered at this stage
KPMG
Goldman Sachs Asset Management
Thomson Reuters
Geodesic Capital

Global footprint

Where Fieldguide has talent and traffic

Workforce by country
4 countries with
team presence
🇺🇸 United States95.6%
🇬🇧 United Kingdom1.9%
🇨🇦 Canada1.9%
🇮🇪 Ireland0.6%
4 countries shown

In the news

Latest news about Fieldguide

Recent press, funding announcements, and product moves mentioning Fieldguide — open to read from the original sources.

See all news

Market sentiment

What the market is saying about Fieldguide

An AI-synthesized read of the highest-engagement posts about Fieldguide on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

See Fieldguide’s full profile on Dealroom

Request a free trial to see the complete deal history, financials, people graph and growth signals.

Takes under a minute. Already use Dealroom? Log in.