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Fieldguide

Fintech · San Francisco, United States · Founded 2020

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.