Fieldguide

Agentic AI platform for audit and advisory firms, with Field Agents that test controls and draft workpapers.

Custom quoteAudit and advisory engagement AI agents

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Quick Facts

DeveloperFieldguide
Websitefieldguide.com/products/agents/overview
Agent typeAudit and advisory engagement AI agents
Best forCPA and audit firms running financial audit, internal audit and SOC engagements that want agents to handle repetitive testing under partner oversight.
Not ideal forSmall bookkeeping or tax-only practices, or companies looking for an internal accounting tool.
Pricing modelCustom quote
Starting priceCustom quote
Pricing detailsFieldguide does not publish prices; firms buy through its sales team.
Free planNo
ChannelsFieldguide web platform
What it does on its ownField Orchestrator drafts a multi-step engagement plan for approval and delegates it to agents; tests run step by step, in one click or automatically on triggers, with human review and sign-off.
PlatformsWeb
Compliance and securitySOC 2 Type 2, ISO 42001, AIUC-1 (Field Agents)
Company HQSan Francisco, California, USA
Details last verified29 October 2026
CategoriesAccounting & Bookkeeping, Accounting Firms, Enterprise
User ratingNo reviews yet

Half of the 100 largest US accounting firms, including members of the Big Four, use Fieldguide, according to the company, and in February 2026 Goldman Sachs led a $75 million investment that valued it at $700 million. The San Francisco company, run by former CPA Jin Chang, builds AI agents that work as part of an audit or advisory engagement team.

Its agents take the high-volume, repeatable parts of an engagement, such as testing controls and pulling evidence, and leave judgment and sign-off to auditors.

How It Works

Field Agents for testing run in four steps. The auditor sets the context, choosing which documents to include and which column holds the test procedures. The agent maps documents to procedures, checks whether each document passes or fails, cites its evidence and gives an overall determination for the control. Firms can run this step by step, pausing after each stage, with one click, or automatically when a document is uploaded or a request changes status. Separate agents handle general procedures and sample testing.

In June 2026 Fieldguide added Field Orchestrator, a longer-running agent for end-to-end substantive testing. It reads the engagement context, drafts a multi-step plan for the auditor to approve, then delegates population analysis, sample selection, evidence collection, testing and workpaper generation to other agents, pausing for human review. Reviewers validate and sign off in the Agent Review Experience, and Field Board shows human and agent work side by side.

Pricing

Fieldguide does not publish prices, and there is no free plan. Firms buy through its sales team, with deployments scoped by practice area, as in Cherry Bekaert’s rollout across financial audit, internal audit and SOC work.

What to Watch Out For

The agents rely on clean inputs: control testing sheets must be set up to Fieldguide’s requirements before they work. Auditors remain responsible for conclusions, so firms need clear policies on what agents may determine and how evidence is reviewed. Fieldguide gave no general availability date for Field Orchestrator when it was announced. On security, Field Agents hold AIUC-1 certification, audited by Schellman, alongside SOC 2 Type 2 and ISO 42001.

Recent News

On February 2, 2026, Fieldguide raised a $75 million Series C at a $700 million valuation. In May its Field Agents earned AIUC-1 certification. In June, Cherry Bekaert expanded its use of Fieldguide, and the company introduced Field Orchestrator at AICPA ENGAGE 2026.

Features

  • Field Agents for control testing, with general and sample testing agents
  • Field Orchestrator for end-to-end substantive testing
  • Population analysis, sample selection and evidence extraction
  • Pass or fail determinations with citations
  • Agent Review Experience for review and sign-off
  • Field Board hub showing human and agent work
  • Trigger-based runs on document upload or status change

Pros and Cons

Pros

  • Built for audit and advisory work rather than adapted from generic tools
  • Used by half of the top 100 US accounting firms, according to the company
  • Human review and sign-off built into each agent run
  • AIUC-1 certification plus SOC 2 Type 2 and ISO 42001
  • Well funded after a $75 million Series C in 2026

Cons

  • No public pricing
  • Control testing sheets must be set up to the agents' requirements
  • No stated general availability date for Field Orchestrator at launch
  • Aimed at audit firms, not tax or bookkeeping practices

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