Fieldguide, founded by former Big Four practitioners and experienced technology leaders, is an AI-driven automation and collaboration platform designed for modern assurance and advisory firms. The company’s core mission is to digitize the end-to-end engagement workflow, enhancing efficiency and client relationships. Fieldguide offers products such as the Fieldguide AI Platform, Engagement Hub, and Client Hub, which provide AI-powered request management, end-to-end engagement analytics, and document management. Their market focus is on CPA firms seeking to improve margins and win new business.
Fieldguide is backed by prominent investors including Bessemer Venture Partners, 8VC, Y Combinator, Elad Gil, Floodgate, AICPA/CPA.com, and Justin Kan. The platform has garnered trust from top CPA firms, marking significant achievements in transforming traditional workflows into streamlined digital processes. Fieldguide’s impact is evident in its ability to help firms build stronger client relationships and enhance operational efficiency through advanced AI technology.
