AI Platform for Audit & Advisory Firms
Fieldguide is an AI-native cloud platform built for audit, risk, and advisory firms that centralizes and automates the full engagement lifecycle, from client requests and evidence collection through workpaper preparation, testing, and final reporting. It supports financial audits as well as compliance engagements like SOC 1/2, PCI DSS, HITRUST, ISO 27001, and HIPAA, using AI field agents to draft narratives, map evidence to controls, and manage client collaboration. It's aimed at CPA firms and assurance/advisory practices modernizing away from siloed point solutions.
Related picks from editorial notes.
Also mentioned
Full overview from our catalog (read-only reference).
Editorial notes to help compare fit before opening the vendor site.
Context from the listing review and editorial research.
Founded in 2020 and based in San Francisco, Fieldguide has raised roughly $50M+ across multiple rounds including a $17M Series A (2022, led by 8VC) and a $30M Series B (2024, led by Bessemer Venture Partners), and reports around 171 employees as of 2026.
In-depth description and capability notes.
Centralized engagement management across audit and advisory service lines AI-powered request management and automated client evidence collection AI narrative and report drafting assistance Multi-framework support (SOC 1/2, ISO 27001, PCI DSS, HIPAA, NIST CSF) Cross-framework evidence mapping to reduce duplicate testing Document management with workpaper preparation tools Engagement analytics and margin/efficiency dashboards ROI calculator and firm-wide deployment options for multi-office practices
Audit and advisory firms use Fieldguide to run SOC 2 and financial statement audit engagements end-to-end in one system, automatically chasing client evidence, mapping it to the right controls across multiple compliance frameworks, and drafting report narratives, instead of stitching together spreadsheets, email, and separate point tools.