Fieldguide Analysis
What is Fieldguide?
Fieldguide is an AI-native platform for audit and advisory firms, including financial audit, risk advisory, SOC, tax, cybersecurity, privacy, and IT audit practices. The platform combines domain-specific AI agents with workflow tools for engagement management, document handling, request tracking, and reporting. Fieldguide says 50% of the top 100 firms trust its software, and it cites customers including Weaver, Aprio, BerryDunn, Forvis Mazars, Perkins & Co, Warren Averett, Holbrook & Manter, LBMC, Anders CPA, and Schellman.
Location
2261 Market Street, 4126, San Francisco, California 94107, United States
Employees
51-200
Founded
2020
Revenue
$9.4-16.8M
Product Features & Capabilities
- AI Platform for Advisory & Audit, Document Management, Engagement Hub, Request Management, Reporting Automation, Client Hub, AI-powered engagement management, enterprise-grade workpaper management, automated request management, collaborative report generation, modern client experience.
Pricing
- Free Trial: Not available
- Pricing Options: Premium Plans (Quotation Based)
- Pricing Plans: Fieldguide Custom
Investors
- Bessemer Venture Partners
- Thomson Reuters Ventures
- 8VC
- Elad Gil
- American Institute of CPAs
Market Focus
Fieldguide primarily focuses on the advisory and audit industry, providing a platform that leverages AI to enhance efficiency and client satisfaction for firms in this sector.
Business Model
Subscription-based revenue model for AI-powered engagement platform targeting advisory and audit firms.
Competitors Overview
Fieldguide operates in the advisory and audit technology market, and its main competitors include:
-
Karbon: A collaborative practice management platform designed for accounting firms. It offers features for workflow management, client communication, and document management, which can enhance team collaboration and efficiency.
-
AuditBoard: A cloud-based audit management software that provides tools for risk management, compliance, and internal audits. Its strong focus on compliance and risk management differentiates it from Fieldguide.
-
Hyperproof: This platform focuses on compliance operations and provides tools for managing compliance workflows, evidence collection, and reporting. Its emphasis on compliance automation is a notable advantage.
-
MetricStream: Known for its governance, risk, and compliance (GRC) solutions, MetricStream offers a comprehensive suite for audit management, risk management, and compliance, which may appeal to larger organizations needing extensive GRC capabilities.
-
Suralink: A document request and management tool that streamlines the audit process by facilitating communication between auditors and clients. Its user-friendly interface and focus on document management set it apart.
-
CaseWare: Provides audit and financial reporting solutions, with a strong presence in the accounting sector. Its established reputation and comprehensive features for financial reporting are significant advantages.
These competitors vary in their specific focus areas, such as compliance, document management, and overall practice management, which can influence a firm's choice depending on their specific needs.
See something that needs updating? Suggest edits to this profile.