Problem

Audit, advisory, and assurance firms often run engagements through stitched-together point solutions with siloed logic, creating fragmented workflows across methodologies and engagement types. Evidence collection, completeness checks, testing, documentation, and report preparation consume practitioner capacity and can create avoidable back-and-forth with clients. The economic pain is lower delivery capacity and margins, alongside pressure on quality, consistency, and client satisfaction.

The clearest use case is evidence-heavy compliance work such as SOC 2 and other SOC engagements. These projects require teams to gather and review large volumes of client evidence, execute repeatable tests, document results, and produce reports. Automating those steps can let practitioners spend more time on judgment and client impact rather than administrative execution.

Product / Service

Fieldguide is a subscription-based, AI-native software platform for audit, advisory, and assurance firms. It centralizes engagement workflows across practice areas, methodologies, and engagement types, replacing disconnected point solutions with a common operating layer. Its professional-grade AI agents review evidence, support testing, and handle documentation within governed workflows.

For example, its Request Agent reviews uploaded evidence for completeness and flags missing items or inconsistencies, while its Testing Agent can automate up to 70% of testing by executing procedures, validating evidence, summarizing results, and flagging exceptions. The platform also supports end-to-end SOC work and one-click report generation from best-practice templates. The intended benefits are greater capacity, more consistent and accurate delivery, improved margins, and better client collaboration.

Market

Fieldguide competes in audit-automation and AI-native audit, advisory, assurance, and governance-risk-compliance software. Its competitive set includes adjacent engagement and GRC workflow platforms such as AuditBoard, Hyperproof, LogicGate Risk Cloud, ZenGRC, StandardFusion, and others. Fieldguide differentiates around a unified platform spanning multiple audit and advisory practices, rather than separate point solutions for individual workflows.

The company has clear commercial traction rather than being pre-revenue. Fieldguide says that 50% of the top 100 firms trust its platform, while a 2026 company resource names users including CBIZ, CRI, Wipfli, LBMC, BerryDunn, Aprio, and HBK. It also announced a $75 million Series C in February 2026, bringing total funding to $125 million and valuing the company at $700 million. The available evidence does not disclose revenue, so adoption and financing are the strongest observable traction indicators.