Where is Fieldguide headquartered?

Fieldguide is headquartered in San Francisco, USA. The company has a team of 101-500 people.

What does Fieldguide do?

Fieldguide operates in the AI in Fintech sector. An AI-native engagement platform designed to streamline the end-to-end workflow for audit and advisory firms, automating complex professional services engagements. 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.

When was Fieldguide founded?

Fieldguide was founded in 2020. It is based in San Francisco, USA.

Who is the CEO of Fieldguide?

Jin Chang is the CEO of Fieldguide. The company was founded in 2020.

Where is Fieldguide located?

Fieldguide is headquartered in San Francisco, USA.

What funding stage is Fieldguide at?

Fieldguide is currently at the Growth Stage stage.

How many employees does Fieldguide have?

Fieldguide has approximately 101-500 employees.

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: 101-500. Total funding raised: $125.0M. Latest round: Series C. Key investors include Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, Thomson Reuters, Geodesic Capital.

Founded: 2020
Headquarters: San Francisco, USA
Team size: 101-500
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), Field Orchestrator (long-horizon multi-agent engagement orchestration), Field Board (Kanban engagement project management), Agent Review Experience, 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, Y Combinator (Alumnus), Thomson Reuters (Investor), CPAmerica Preferred Provider (Feb 2026), Grant Thornton Advisors — CompliAI / risk & controls partnership (Jul 2026), Major CPA firm alliances and Top 100 accounting firms

Notable customers

KPMG, RSM US LLP, Baker Tilly, CBIZ, BDO, Grant Thornton, Forvis Mazars, CLA (CliftonLarsonAllen), CohnReznick, Wipfli LLP, Carr Riggs & Ingram, Cherry Bekaert

Major milestones

Named to Accounting Today's Top 100 Most Influential People in Accounting, Reached $700M valuation following $75M Series C (Feb 2026), Launched Fieldguide AI, an agentic assistant for auditors, Expanded platform from SOC 2 compliance into full Financial Audit and Tax Advisory suites, Launched Field Orchestrator at AICPA ENGAGE (Jun 2026), Became CPAmerica Preferred Provider (Feb 2026), Expanded Grant Thornton Advisors partnership for CompliAI / risk & controls (Jul 2026), Serves half of Top 100 U.S. accounting firms

Growth metrics

Reached a $700M valuation in Feb 2026 Series C; ~180 employees (YC 2026); used by half of the Top 100 U.S. accounting firms including Big Four members; total funding $125M.

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.

Latest news about Fieldguide

Goldman Sachs led a $75M Series C for Fieldguide, valuing the AI-native audit platform at $700M. This capital targets a crisis where 75% of CPAs are nearing retirement. Used by half of the top 100 U.S

More AI in Fintech companies

Official website: https://www.fieldguide.io