
Fieldguide offers market-leading Artificial Intelligence that helps Advisory and Audit firms grow. Built by Big Four practitioners and Silicon Valley technologists, our AI platform digitizes the end-to-end engagement lifecycle and incorporates the latest in generative and agentic AI — delivering dramatically better results to professionals and their clients. Fieldguide is trusted by top CPA and consulting firms to unlock growth, increase margins, and delight clients. Fieldguide AI is a perennial award-winner, having been recognized by CPA Practice Advisor (4x Technology Innovation Award) and Accounting Today (4x Top New Product). The company is based in San Francisco and has raised $50M from top Silicon Valley investors like Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, Fourth Realm, Justin Kan, Eric Ries, Elad Gil, Qasar Younis, Tracy Young, and many more.

Fieldguide offers market-leading Artificial Intelligence that helps Advisory and Audit firms grow. Built by Big Four practitioners and Silicon Valley technologists, our AI platform digitizes the end-to-end engagement lifecycle and incorporates the latest in generative and agentic AI — delivering dramatically better results to professionals and their clients. Fieldguide is trusted by top CPA and consulting firms to unlock growth, increase margins, and delight clients. Fieldguide AI is a perennial award-winner, having been recognized by CPA Practice Advisor (4x Technology Innovation Award) and Accounting Today (4x Top New Product). The company is based in San Francisco and has raised $50M from top Silicon Valley investors like Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, Fourth Realm, Justin Kan, Eric Ries, Elad Gil, Qasar Younis, Tracy Young, and many more.
What they do: AI-native engagement platform that automates audit and advisory workflows (agentic Field Agents, document/workpaper management, request management, reporting)
Customers: Adopted by top CPA and advisory firms; marketing claims about broad Top 100 adoption
Founded: 2020
Founders / leaders: Jin Chang (CEO, co‑founder) and Chris Szymansky (CTO, co‑founder)
Recent funding: Announced $75M Series C (Feb 2, 2026) and prior $30M Series B (Mar 26, 2024); reported total funding ≈ $125M
Audit, assurance, advisory, SOC, cybersecurity, and regulatory compliance workflows within CPA and consulting firms.
2020
Software Development
30000000
Announced to expand AI platform for CPA and advisory industry
75000000
Round announced with participation from new and existing investors
“Backed by prominent Silicon Valley and strategic investors including Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, Justin Kan, and others”
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