AI-native platform designed for audit and advisory services, providing intelligent tools for professional accounting and compliance workflows.
Fieldguide is an AI-native business platform for audit and advisory services that automates engagement workflows, document review, and compliance testing for CPA firms and professional services teams, with custom enterprise pricing available via sales contact. It is built for mid-market and Top 100 accounting firms running SOC, ISO, PCI, internal audit, and risk advisory engagements.
Founded in 2020 and headquartered in San Francisco, Fieldguide has raised over $47 million in venture funding from investors including Bessemer Venture Partners and 8VC, and is used by leading accounting firms across North America to manage thousands of audit engagements annually. The platform combines a purpose-built engagement management system with proprietary AI agents that handle evidence collection, control testing, walkthrough documentation, and report drafting. Unlike generic project management software repurposed for audit, Fieldguide is engineered around the AICPA's audit methodology, with native support for risk assessments, sampling, workpaper review, and quality control sign-offs.
Key capabilities include AI-assisted PBC (provided-by-client) request management, automated evidence matching against control libraries, intelligent narrative generation, and a client portal that reduces back-and-forth on document collection. The platform integrates with common GRC and productivity tools and offers SOC 2 Type II compliant infrastructure with role-based access controls suitable for regulated audit work.
Based on our analysis of 870+ AI tools, Fieldguide stands out as one of the few vertical-specific AI platforms purpose-built for the audit profession, rather than a horizontal AI assistant adapted to accounting. Compared to broader compliance automation tools like Vanta or Drata, which target the auditee, Fieldguide targets the auditor â making it a complementary rather than competing solution. Firms typically adopt it to reduce engagement realization losses, shorten review cycles, and free senior staff from low-value documentation work.
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Fieldguide's AI agents automatically map client-submitted documents to the relevant controls and test procedures within an engagement. This eliminates much of the manual cross-referencing that consumes junior auditor time, while keeping a clear audit trail of which evidence supports which assertion. Reviewers can accept, reject, or amend matches with a single action.
The platform centralizes provided-by-client requests, tracks status across engagement teams and client contacts, and uses AI to suggest follow-ups when items are missing or stale. This addresses the single largest source of delay in audit engagements. Clients respond through a branded portal rather than email threads, reducing version drift and lost attachments.
Fieldguide's AI generates draft walkthroughs, control descriptions, exception writeups, and report sections grounded in the evidence and testwork already in the engagement file. This is materially different from generic ChatGPT-style drafting because outputs are tied to specific workpapers and control IDs. Reviewers retain full editorial control before any text reaches the final deliverable.
Built-in libraries cover SOC 1/2, ISO 27001, PCI DSS, HIPAA, NIST CSF, and internal audit frameworks, with the ability to build custom libraries for proprietary methodologies. Controls can be mapped across frameworks so a single piece of evidence supports multiple compliance objectives. This is particularly valuable for clients undergoing several attestations in parallel.
A dedicated client-facing portal lets auditees upload evidence, respond to requests, and track engagement progress without needing internal Fieldguide accounts. All exchanges are logged with full audit trails and SOC 2 Type II controls. This replaces ad-hoc SFTP, ShareFile, and email workflows that frequently cause independence and confidentiality concerns.
Custom (estimated $8,000â$15,000 per practitioner/year)
Custom (estimated $15,000â$25,000 per practitioner/year)
Custom (estimated $25,000+ per practitioner/year)
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