Fieldguide

Agentic AI operating system for audit and advisory firms

Fieldguide is a San Francisco-based AI-native platform built exclusively for audit and advisory firms — covering the full engagement lifecycle from scoping through evidence collection, testing, workpaper creation, and final reporting — on a single system. Founded by former EY practitioners and Y Combinator alumni, the platform has raised $75M+ (Series B led by Goldman Sachs), and as of 2026 serves 40 of the Top 100 CPA firms in the U.S., including 7 of the Top 10. Its Field Agents suite includes the Audit Testing Agent, which automates up to 70% of testing for financial audits — matching evidence to samples, extracting and validating key data, and documenting results — with a stated error rate of under 1% versus manual processes. Pricing is structured per engagement rather than per seat, which the company argues aligns vendor incentives with firm efficiency rather than system usage. Fieldguide also holds ISO 42001 AI governance certification, positioning it as one of the first audit platforms to earn that designation.

Compliance

SOC 2

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Key Features

Field Agents (Audit Testing Agent): Purpose-built AI agents that execute end-to-end testing workflows — matching evidence, extracting and validating data, summarizing results, and flagging exceptions — automating up to 70% of testing with an error rate under 1% versus manual processes.
AI evidence intake and review: Instantly reviews uploaded client evidence for completeness and readiness, flagging missing items and inconsistencies before testing begins — reducing the back-and-forth cycle with clients.
Agentic Chat: A practitioner-facing AI assistant trained on engagement context and the firm’s own methodology that answers questions, generates content, and accelerates documentation without requiring practitioners to switch tools.
Engagement-level automation across frameworks: Supports SOC 1/2, SOX, HIPAA, HITRUST, PCI DSS, FFIEC, ESG, ISO, and dozens more — with the same AI infrastructure applied across all practice types.
Per-engagement pricing model: Charged on a per-engagement basis rather than per seat, avoiding the dynamic where the vendor profits from the firm being less efficient.
Engagement data moat: Trained on 20,000+ audits across 80 engagement types, producing domain-tuned models specific to audit and advisory workflows rather than repurposed general-purpose AI.

Use Cases

For audit firms scaling without adding junior staff: An accounting firm deploys Fieldguide’s Field Agents to automate evidence matching and testing documentation across dozens of concurrent SOC 2 engagements, allowing a lean team to take on more engagements without additional hires.
For firms standardizing across practice lines: A Top 25 firm uses Fieldguide as the single platform across its financial audit, SOC, and advisory practices, replacing a patchwork of spreadsheets and legacy tools with a unified system.
For compliance teams under deadline pressure: An advisory team uses Field Agents to compress the testing phase of a large SOX engagement, redirecting practitioner time to client-facing advisory work rather than workpaper preparation.