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Fieldguide

Category: AI in Fintech

An AI-native engagement platform designed to streamline the end-to-end workflow for audit and advisory firms, automating complex professional services engagements. Fieldguide was founded in 2020. The company is led by Jin Chang. Based in San Francisco, USA. Team size: 160. Total funding raised: $125.0M. Latest round: Series C. Key investors include ["Goldman Sachs Alternatives","Bessemer Venture Partners","8VC","Spark Capital","Floodgate","Y Combinator"].

Founded
2020
Headquarters
San Francisco, USA
Team size
160
Total funding
$125.0M

Value proposition

Addresses the accounting talent shortage and margin compression by replacing manual, fragmented workflows with an integrated AI-driven system that automates evidence collection, risk assessment, and report generation.

Products and solutions

["Fieldguide AI (Agentic AI assistant for auditors)","Compliance Automation (SOC 2, SOC 1, ISO, HIPAA, PCI DSS)","Financial Audit Suite","Tax Advisory Workflow Module","Automated Request & Evidence Management System","Integrated Client Portal"]

Unique value

Unlike general-purpose AI, Fieldguide is 'AI-native,' meaning its core architecture is built around agentic AI that understands the specific regulatory frameworks and 'tick-and-tie' logic required for professional audits.

Target customer

Top 500 CPA firms, global audit and advisory practices, and boutique professional services organizations.

Industries served

["Accounting","Audit & Assurance","Cybersecurity Compliance","Financial Services","Professional Services"]

Technology advantage

Utilizes a proprietary 'System of Intelligence' that maps unstructured evidence to specific controls and compliance requirements, significantly reducing the 'human-in-the-loop' time for high-stakes verification tasks.

How they differentiate

AI-native 'System of Intelligence' specifically designed for external CPA firms rather than internal corporate GRC. It uses agentic AI to automate the entire engagement lifecycle, including evidence mapping and report generation, whereas legacy competitors rely on manual workflows.

Main competitors

["AuditBoard","Caseware","Vanta"]

Key partnerships

["Goldman Sachs Alternatives (Strategic Investor/Partner)","Bessemer Venture Partners","Major CPA firm alliances and Top 500 accounting firms","Y Combinator (Alumnus)"]

Notable customers

["Warren Averett","CliftonLarsonAllen (CLA)","Top 500 CPA firms"]

Major milestones

["Named to Accounting Today's Top 100 Most Influential People in Accounting","Reached $700M valuation following Series C in 2026","Launched Fieldguide AI, an agentic assistant for auditors","Expanded platform from SOC 2 compliance into full Financial Audit and Tax Advisory suites"]

Growth metrics

Reached a $700M valuation in 2026; scaled team to 160+ employees; serves a significant portion of the Top 500 CPA firms.

Market positioning

Category leader in vertical AI for the accounting and audit industry, targeting the Top 500 CPA firms.

Geographic focus

North America

Patents and IP

Proprietary AI-driven workflow automation engine and data mapping heuristics (specific patent filings not publicly disclosed as of latest update).

About Jin Chang

Jin Chang is a practitioner-turned-entrepreneur with a background in both Big 4 accounting and high-growth technology. Before founding Fieldguide, he served as a Senior Consultant in the audit and advisory practice at EY (Ernst & Young). He later transitioned into tech as the Chief of Staff at Atrium (a legal-tech startup) and founded Lydia Tax, a cryptocurrency tax automation platform, while completing his MBA at UC Berkeley.

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