Optro
Workiva
Caseware
TeamMate+
Validis
What is Fieldguide?
Headquartered in San Francisco, Fieldguide provides an AI-native platform for audit and advisory firms. It has raised $125 million and was valued at $700 million in February 2026.
Fieldguide is a cloud platform connecting practitioners, clients, methodology, documents, requests, and AI agents across audit and advisory engagements. Teams plan work, collect evidence through Client Hub, manage workpapers, run testing, review exceptions, and produce reports in one workspace. Field Agents ingest prior-year files, assess risk, build programs, analyze populations, and draft outputs, while practitioner checkpoints keep human review within the engagement lifecycle.
The platform covers financial audit, risk advisory, internal audit, cybersecurity, privacy, regulatory compliance, and federal engagements. Core functions include engagement management, request management, document management, status tracking, embedded AI, analytics, methodology support, and agents for planning, testing, review, and financial statements. Fieldguide supports licensed or proprietary methodologies, but AI output still requires professional review and the product is designed for firms rather than individual auditors.
Fieldguide sells to accounting, assurance, and advisory practices, including large enterprise firms and specialist providers. Its materials say more than half of the Top 100 accounting firms use the platform, with customers including KPMG, RSM US, Baker Tilly, CBIZ, and BDO. Pricing is annual and quote-based, with buyers requesting a demo; Enterprise features such as time-and-budget insights require an Enterprise subscription.
Key features
AI engagement agents
Field Planner, Field Auditor, Field Reviewer, Field Financials, and Field Orchestrator prepare or execute repeatable work with practitioner checkpoints.
Engagement management
Teams manage planning through completion with connected people, clients, methodology, status, risk, and open items.
Client request hub
Clients view requests, upload evidence, exchange files, and collaborate through a shared permissioned workspace.
Audit testing automation
Field Auditor analyzes populations, performs sampling and extraction, evaluates evidence, and surfaces exceptions.
Workpaper management
Users store, organize, edit, version, and export Word, Excel, and PDF workpapers tied to engagements.
Methodology support
Firms can deploy PPC, Mercia, CPA Canada, Thomson Reuters Guided Assurance, or proprietary methodology.
Insights and analytics
Dashboards measure engagement efficiency, AI adoption, team performance, and time against budget.
Fieldguide pricing
Fieldguide sells through a sales-led process and does not publish current list prices. Buyers request a quote for the platform and implementation. Historical bundles used engagement-based pricing and are not a current price guide.
| Plan | Price | What's included |
|---|---|---|
| Fieldguide platform | Custom | Engagement management, client collaboration, workpapers, AI-assisted testing, reporting |
Free trial: No public free trial is listed; buyers request a demo.
Pros & cons
Pros
- Covers planning, evidence collection, testing, review, reporting, and client collaboration in one platform.
- Field Agents support repeatable audit procedures while retaining professional review checkpoints.
- Integrates with GRC, accounting, HRIS, ticketing, identity, and file-sharing systems.
- Supports licensed and proprietary methodologies, including Thomson Reuters Guided Assurance.
Cons
- Pricing is quote-based, making budgeting difficult for smaller practices.
- The platform is designed for firms and engagement teams rather than individual auditors.
- AI-generated work remains subject to practitioner review and does not replace professional judgment.
- Advanced capabilities such as time-and-budget insights require an Enterprise subscription.
Who is Fieldguide best for?
- Top and mid-market accounting firms standardizing audit and advisory delivery across practices.
- Assurance teams wanting AI-assisted planning, testing, review, and workpaper workflows.
- Firms needing shared client evidence and request management instead of email-driven collection.
- Practices adopting agentic automation while retaining methodology and practitioner checkpoints.
Frameworks and coverage
Integrations
Notable customers
Frequently asked questions
How much does Fieldguide cost?
+
Fieldguide does not publish current list pricing or a public paid starting price. Buyers request a demo, and historical bundles used engagement-based or custom pricing rather than a transparent per-user rate.
How does Fieldguide work?
+
Fieldguide connects planning, requests, evidence, testing, workpapers, review, and reporting in a shared engagement workspace. Historical Essentials onboarding was described as taking staff and clients through setup in a matter of weeks.
How does Fieldguide compare with AuditBoard?
+
Fieldguide is built around accounting-firm audit and advisory engagements, including client requests, workpapers, audit methodology, and Field Agents. AuditBoard is a broader risk, audit, and compliance management platform, making it a closer fit for many internal audit teams.
What integrations does Fieldguide support?
+
Fieldguide says it connects to 80-plus accounting, HRIS, and ticketing systems and provides an open REST API. Named connections include Drata, Vanta, SAP, Salesforce, Jira, GitHub, Thomson Reuters Guided Assurance, and SSO or SCIM identity systems.
Who is Fieldguide for?
+
It is designed for CPA firms, audit and assurance providers, risk advisory practices, internal audit teams, and federal or defense compliance teams. The company says more than half of the Top 100 accounting firms partner with it.
Is Fieldguide secure and accurate enough for audit work?
+
Fieldguide lists SOC 2 Type II, ISO 42001, AIUC-1, and FedRAMP certification or attestations on its product materials. It reports a less-than-1% error rate for Field Auditor, but workflows retain practitioner review and judgment checkpoints.
Sources
Facts and pricing verified on October 19, 2026. Vendors change pricing often, so confirm with Fieldguide before buying. How we research
