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§ Private Profile · San Francisco, CA, USA
AI-native platform that automates the end-to-end engagement lifecycle for audit and advisory firms, using agentic AI.
Based in San Francisco, California, Fieldguide develops an AI-native software platform that automates the end-to-end engagement lifecycle for audit and advisory firms. The company's enterprise software-as-a-service solution digitizes workflows, manages client requests, automates workpapers, and generates reports using agentic artificial intelligence to execute complex, multi-step processes autonomously. The platform is currently utilized by half of the Top 100 accounting firms in the United States, including major industry players such as KPMG. Operating with a workforce of 130 employees, the company has raised $125 million in total funding and achieved a $700 million valuation following a $75 million Series C round. This recent capital was secured from a syndicate of prominent institutional investors that includes Goldman Sachs Alternatives, Bessemer Venture Partners, Thomson Reuters, and 8VC. Fieldguide was founded in 2020 by Jin Chang and Chris Szymansky.
Fieldguide has raised $125.0M across 4 funding rounds.
Key people at Fieldguide.
Fieldguide was founded in 2020 by Jin Chang (Founder) and Chris Szymansky (Founder).
Fieldguide has raised $125.0M in total across 4 funding rounds.
Fieldguide is valued at approximately $7.0M.
Fieldguide has raised $125.0M across 4 funding rounds. Most recently, it raised $75.0M Series C in February 2026 at a valuation of approximately $7.0M.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Feb 2, 2026 | $75M Series C | Goldman Sachs Alternatives, Harris Pollack | 8VC, Bessemer Venture Partners, Geodesic Capital, Thomson Reuters, 8VC | Announced |
| Mar 1, 2024 | $30M Series B | Bessemer Venture Partners | 8VC, ALT Capital, Bain Capital Ventures, Bascom Ventures, Fifth Down Capital, Founders Fund, Glasswing Ventures, ICONIQ Capital, Mischief Venture Capital, Todd And Rahul's Angel Fund, George Godula, Howie LIU, Mark Ghermezian, Trevor Noah, 8VC, Elad GIL | Announced |
| Mar 1, 2022 | $17M Series A | Alex Moore, Alex Moore | 8VC, Autotech Ventures, Bascom Ventures, Bessemer Venture Partners, Floodgate, UpHonest Capital, Y Combinator, George Godula, Eric Ries, Cpa.com | Announced |
| Aug 1, 2020 | $3M Seed | — | 8VC, Autotech Ventures, Bascom Ventures, Bessemer Venture Partners, Floodgate, Pareto Holdings, UpHonest Capital, Y Combinator, George Godula | Announced |
Fieldguide was founded in 2020 by Jin Chang (Founder) and Chris Szymansky (Founder).
Fieldguide has raised $125.0M in total across 4 funding rounds.
Fieldguide is valued at approximately $7.0M.
Fieldguide's investors include Goldman Sachs Alternatives, Harris Pollack, 8VC, Bessemer Venture Partners, Geodesic Capital, Thomson Reuters, Alt Capital, Bain Capital Ventures, Bascom Ventures, Fifth Down Capital, Founders Fund, Glasswing Ventures.
Key people at Fieldguide.
Fieldguide is a Vertical AI platform designed specifically for audit and advisory firms, automating complex, document-heavy workflows such as SOC 2 engagements, financial audits, PCI DSS assessments, and internal audits. It leverages generative AI to significantly increase auditor efficiency, improve quality, margins, and client satisfaction, and is trusted by half of the top 100 accounting firms[1][3]. For an investment firm, Fieldguide represents a cutting-edge AI-driven solution in the professional services sector, embodying a mission to modernize and automate labor-intensive audit processes, with an investment philosophy focused on vertical AI that targets specialized industry workflows. Its key sector is financial and professional services, particularly accounting and audit, where it drives productivity gains and cost reductions. Fieldguide’s impact on the startup ecosystem includes advancing the adoption of AI in traditionally slow-to-adopt industries and setting a precedent for vertical AI applications that combine domain expertise with automation.
For a portfolio company, Fieldguide builds an AI-powered audit and advisory automation platform serving accounting firms and auditors. It solves the problem of inefficient, outdated, and manual audit workflows by automating repetitive, language-based tasks, enabling firms to scale operations, reduce errors, and enhance client service. The company has demonstrated strong growth momentum, winning multiple industry awards and gaining adoption by many of the largest firms, including a 5X practice growth example from Maxwell Locke & Ritter and a 25% increase in engagement realization at Warren Averett[3].
Fieldguide was founded by a team with deep expertise in accounting and technology, emerging from the recognition that traditional audit software was outdated, slow, and cumbersome. The idea arose from the need to modernize audit workflows using AI to automate repetitive tasks and improve collaboration across dispersed teams. Early traction included rapid adoption by top accounting firms and multiple industry awards, validating the platform’s value and positioning it as a leader in audit automation[3]. While specific founding year and founders’ names are not detailed in the search results, the company’s evolution reflects a shift from manual audit processes to AI-driven automation tailored for professional services.
Fieldguide rides the vertical AI trend, which focuses on domain-specific AI solutions that automate specialized, language-heavy workflows in regulated industries like financial services and professional services[1][2][5]. The timing is critical as these sectors face increasing pressure to reduce costs, improve compliance, and adopt technology to handle vast amounts of documentation and complex regulations. Market forces such as rising labor costs, demand for audit quality, and the availability of generative AI models favor Fieldguide’s growth. By enabling audit firms to automate and scale, Fieldguide influences the broader ecosystem by accelerating AI adoption in accounting and advisory, setting a model for vertical AI applications that combine deep domain knowledge with advanced automation[1][6][10].
Fieldguide is poised to continue expanding its footprint among large accounting firms and advisory practices, potentially integrating more advanced AI capabilities such as predictive analytics and deeper regulatory compliance automation. Trends shaping its journey include the increasing sophistication of generative AI, growing demand for audit quality and transparency, and the broader shift toward cloud-based, AI-powered professional services platforms. Its influence may evolve from a niche audit automation tool to a comprehensive AI platform that transforms how professional services firms operate, collaborate, and deliver value to clients. This trajectory aligns with the broader vertical AI movement, where specialized AI solutions unlock new efficiencies and competitive advantages in complex industries[1][3][6].