Fieldguide AI features and pricing (October 2026)

Fieldguide is an engagement platform for audit and advisory firms that embeds AI agents into the audit lifecycle. The agents prepare planning, perform tests, check completed work and draft financial statements, while practitioners review and sign off.

Fieldguide covers audit and advisory engagements, including risk advisory, internal audit, cybersecurity and federal compliance work, with a shared client portal for requests, evidence and status. Its agents are Field Planner, Field Auditor, Field Reviewer, Field Financials and Field Orchestrator, a conversational interface that directs an engagement from planning to sign-off. The company is based in San Francisco and raised a $75 million Series C led by Goldman Sachs in February 2026 at a $700 million valuation, with Thomson Reuters among its investors.

• Prepares engagement planningField Planner assembles the audit plan with supporting evidence and delivers it ready for practitioner review before fieldwork starts. Engagement teams start fieldwork with a documented plan instead of building it from last year's file by hand.
• Performs tests and verifies evidenceField Auditor executes testing and evidence verification across audit and advisory engagements, with results reviewed by practitioners. Firms can handle more high-volume, repetitive testing without adding staff in busy season.
• Checks work before sign-offField Reviewer checks that completed work is thorough and supported and flags incomplete items and exceptions before sign-off. Managers and partners see open points earlier and spend less time on first-level review.
• Drafts financial statementsField Financials drafts financial statements, reconciles all figures to the audited engagement data and builds the disclosures. This reduces the manual tie-out between workpapers and the final report. The final report stays with the engagement partner.

• Built for audit and advisory firms rather than for corporate finance teams, with a shared client portal for requests and evidence.
• Used by half of the top 100 US accounting firms, according to the vendor, including Big Four member firms.
• Supports federal compliance engagements, and the website refers to a FedRAMP certified platform.

Fieldguide is based in San Francisco and, according to the vendor, is used by half of the top 100 US accounting firms, including Baker Tilly, BDO, Grant Thornton and RSM US.

Fieldguide is aimed at audit firms, so companies usually meet it as the portal their auditor uses. Firms evaluating it should ask how agents align with their methodology and quality management, how agent work is logged for inspection, and which parts practitioners must still review. Pricing is by quote. Fieldguide signs a data processing addendum for EU personal data on request. Ask for SOC 2 reports and the storage location, which the public pages did not state in September 2026.

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