Fieldguide Field Agents

Fieldguide is an agentic platform for audit and advisory firms, headquartered in San Francisco and led by co-founder and CEO Jin Chang, a former CPA. Its domain moved from fieldguide.io to fieldguide.com. It aims to cut engagement hours by running AI agents that follow each firm's own methodology.

Field Agents cover planning, testing and evidence verification, review, financial statement drafting and engagement orchestration, with practitioners reviewing outputs. A client portal handles requests and evidence. More than half of the top 100 firms partner with Fieldguide, with testimonials from Forvis Mazars, BerryDunn and Schellman.

• Field Planner: prepares evidence-backed planning for practitioner review.
• Field Auditor: runs end-to-end testing and evidence verification.
• Field Reviewer: checks completeness and surfaces open items and exceptions.
• Field Financials: drafts financial statements and disclosures tied to engagement data.
• Field Orchestrator: manages engagements from planning to sign-off conversationally.
• Client portal: shared space for requests, evidence and status.

A Vietnamese audit firm could plan and test engagements using its own methodology with AI agents. An advisory or IT-audit practice could use the client portal to manage evidence requests. An internal audit department could draft and review workpapers faster.

Reported results on the site include a net promoter score of 84, a 55% reduction in engagement hours and a 50%+ improvement in engagement realization. Agents work on each firm's methodology. Outputs carry traceability and human review. The platform is described as FedRAMP certified for federal work.

Audit and advisory firms are adopting agentic AI to offset staffing shortages and raise engagement realization, and audit-AI funding rose in 2026. Audit firms and Big Four affiliates in Vietnam and Southeast Asia face similar capacity constraints during busy season.

Headquartered in San Francisco. $75M Series C announced 2 February 2026, led by Goldman Sachs Alternatives with Geodesic, Bessemer, 8VC and Thomson Reuters, bringing total funding to $125M at a reported $700M valuation. Domain redirects from fieldguide.io to fieldguide.com.