Last updated: 2026-08-23
Fieldguide is an AI-native engagement platform for CPA audit and advisory firms, used by more than half of the top 100 US firms as of 2026. Purpose-built agents handle planning, sampling, workpaper review, and drafting across the full engagement lifecycle.
About Fieldguide
Fieldguide is an AI-native engagement platform built for audit and advisory (CPA) firms, founded in 2020 by former Big Four practitioners Jin Chang (CEO) and Chris Szymansky (CTO). The company has raised $125M total funding across a Series C round completed in February 2026, led by investors including Bessemer Venture Partners, Goldman Sachs, 8VC and Floodgate, and reports that more than half of the top 100 U.S. CPA firms now use the platform. The platform organizes engagement work around a set of purpose-built AI agents rather than one generic assistant: Field Planner ingests prior-year files and drafts a risk-based audit program, Field Auditor runs the sampling, extraction and testing loop end to end, Field Reviewer checks finished workpapers against firm methodology before partner sign-off, and Field Financials drafts financial statements and footnotes with every figure traced back to the trial balance. A natural-language Field Orchestrator lets a practitioner direct these agents across a full engagement, with built-in checkpoints so a human reviews the output before it moves forward. Beyond the agents, Fieldguide runs a Client Hub portal for managing document requests and client collaboration, a Field Board kanban view for engagement status, and a Fieldguide MCP connector for wiring the platform into other MCP-compatible AI tools. It is built for engagement types beyond financial audit too, including SOC reports, SOX testing and general risk advisory work, and Fieldguide reports the platform cuts engagement hours by roughly 32% per firm. Fieldguide is web-only, with no native desktop or mobile app. It holds SOC 2 Type II, ISO 42001 (the AI management systems standard) and AIUC-1 certifications, and offers a GDPR Data Processing Addendum with Standard Contractual Clauses for customers in the EU. Pricing is sold only through a custom sales quote; see the pricing FAQ below for how that works.
Pricing
No public price list. Fieldguide sells only through a custom sales quote sized to firm headcount and which modules a firm licenses (Financial Audit, SOC/SOX, Advisory), plus a separate implementation and onboarding fee in most cases. Get a quote via a demo request at fieldguide.com.
Key Features
- Field Auditor: Runs request analysis, sampling, extraction and evaluation for audit testing end to end at a publicly reported sub-1% error rate.
- Field Planner: Ingests prior-year engagement files, synthesizes changes, sets risk and materiality, and drafts a tailored audit program for practitioner review.
- Field Reviewer: Checks completed workpapers against firm methodology and flags inconsistencies before partner sign-off.
- Field Financials: Drafts financial statements and footnotes, linking every reported figure back to the trial balance and its supporting documentation.
- Client Hub: Runs client document requests and collaboration in a shared portal, with real-time dashboards showing engagement status across every open request.
- Fieldguide MCP: Connects the platform to other MCP-compatible AI tools so firms can extend workflows beyond Fieldguide's own agents.
Pros
- Field Auditor's sampling and extraction runs at a publicly reported sub-1% error rate, and Capterra reviewers single out being able to edit the same workpaper simultaneously as auditor and client as the standout feature.
- Holds a 4.7-star rating across 42 Capterra reviews and 4.4 stars across 10 G2 reviews, with named reviewers citing a fast customer support feedback loop.
- Reviewers report it manages documents well and works across multiple engagement types (SOX testing, SOC reports, and internal audits) without switching tools.
Cons
- Reviewers describe document handling (moving, renaming, deleting, signing off files) as clunky, and note that editing Excel files in the desktop app rather than the browser can lose changes.
- No published mobile app and no offline mode; the platform is web-browser only, unlike some GRC rivals that ship native apps.
- In-app reference material is sparse; reviewers specifically flag a lack of guides for the import function and report generation.
Frequently Asked Questions
How much do you pay for Fieldguide?
Fieldguide does not publish price tiers; every account is quoted individually after a sales demo at fieldguide.com. The quote depends on firm headcount and which audit or advisory modules are licensed, and reviewers note a separate implementation and onboarding fee is common on top of it.
Is Fieldguide free to use?
No. Fieldguide has no free tier and no self-serve signup; every account starts with a sales-led demo. Firms can request that demo directly on fieldguide.com.
What should you use instead of Fieldguide?
Suralink is the closest replacement if the only need is the client document-request workflow, without full engagement management. AuditBoard suits teams that need company-wide GRC and SOX coverage rather than CPA-firm audit engagements specifically. If the actual need is bookkeeping instead of audit workpapers, Campfire's AI-native accounting platform is a closer fit.
Is Fieldguide better than AuditBoard?
Neither wins outright: AuditBoard is a horizontal GRC platform many internal audit and SOX teams already run for company-wide risk work, while Fieldguide is purpose-built around external CPA-firm engagements, with agents like Field Auditor and Field Financials doing workpaper-level sampling and drafting. A firm running client audits is the closer fit for Fieldguide; an internal audit team managing one company's own risk program fits AuditBoard better.
How long does it take to get going with Fieldguide?
There is no self-serve trial. A firm requests a demo through fieldguide.com, works with Fieldguide's team to map engagement templates and methodology to its practice areas, then onboards through an implementation phase that carries its own separate cost. Firms report the rollout happens engagement by engagement rather than as one firm-wide cutover.
Top Alternatives
- Harvey: Pick Fieldguide if your firm runs CPA audit and advisory engagements; pick Harvey if the work is legal research and contract drafting instead.
- Campfire: Pick Fieldguide for external audit and assurance workpapers; pick Campfire if you need AI-native bookkeeping and multi-entity close instead.
- Numeral: Pick Fieldguide to manage the audit engagement itself; pick Numeral if the actual need is sales tax and VAT/GST compliance filing.