Fieldguide
Fieldguide is a San Francisco-based B2B company offering an automation and collaboration platform for assurance and advisory firms, enhancing productivity with advanced features like AI for Advisory & Audit and Document Management.
Company Overview
Fieldguide is an automation and collaboration platform designed for modern assurance and advisory firms. The company, located in San Francisco, CA, USA, digitizes the end-to-end engagement workflow on a single platform. Built by former Big Four practitioners and experienced technology leaders, Fieldguide launched on August 23, 2020, and has grown to a team of 60 employees.
Services
Fieldguide provides solutions for various types of audits and compliance needs, including risk advisory, SOC audits, cybersecurity & privacy, regulatory compliance, IT audit, and financial audit. The platform is designed to enhance productivity for B2B firms, offering capabilities such as AI for Advisory & Audit, Engagement Hub, Request Management, Document Management, Reporting Automation, Client Hub, and Integrations.
Products and Features
Fieldguide's platform includes several key features aimed at improving the efficiency and effectiveness of assurance and advisory services. These features include an AI Platform for Advisory & Audit, Engagement Hub for collaboration, Request Management for streamlined communications, Comprehensive Document Management, Reporting Automation, Client Hub for client interactions, and robust Integrations with other tools. A 5-minute product tour is available to showcase these capabilities.
Founders and Leadership
Fieldguide was established by former Big Four practitioners and seasoned technology leaders. Their combined expertise has driven the development of the platform, ensuring it meets the sophisticated needs of modern assurance and advisory firms. The company's leadership continues to guide its growth and innovation.
Investor Support
Fieldguide has received backing from top investors, including 8VC, Y Combinator, Floodgate, AICPA/CPA.com, Justin Kan, and Eric Ries. Participation in the Y Combinator S20 batch provided additional support and resources to assist in the company's development and scaling efforts.
Client Case Studies
Fieldguide has demonstrated its impact through case studies with firms like Aprio, BerryDunn, and Maxwell Locke & Ritter. These case studies highlight how the platform has improved efficiency, boosted revenue, and enhanced client experiences for these firms. The platform is trusted by top 500 firms for productivity improvements.