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Fieldguide

AI-native audit and advisory engagement platform, co-engineered with KPMG.

Primary

Audit

Kind

Audit

Raised

$125M

Pricing

Enterprise — per-engagement and firm-wide tiers

01Score Breakdown

Each dimension is a composite of public signals. The Index is a weighted average; weights are published on the methodology page.

Autonomy · 30%
64.0
Accuracy · 20%
82.0
Coverage · 13%
60.0
Local Fit · 13%
33.5
Integrations · 8%
72.0
Traction · 8%
86.0
Pricing · 8%
60.0
02Feature Coverage

Where the tool plays across the 17-category taxonomy used by this index.

General Ledger

The system of record — chart of accounts, journal entries, trial balance.

Transaction Categorization

Classifying bank and card transactions against a chart of accounts.

Bank Reconciliation

Matching ledger entries to bank statements; flagging discrepancies.

Accounts Payable

Bill capture, vendor management, approval workflows, payment execution.

Accounts Receivable

Invoicing, dunning, collections, payment matching.

Month-End Close

Accruals, deferrals, depreciation, task orchestration, review workflows.

Financial Reporting

P&L, balance sheet, cash flow, variance analysis, board-ready packs.

Tax

Income tax, sales tax / VAT / moms, nexus tracking, e-filing.

Audit PrepPrimary

Documentation, PBC lists, evidence trails, auditor collaboration.

Payroll

Wage calculation, withholdings, benefits, regulatory filings.

Multi-Entity Consolidation

Inter-company elimination, currency translation, consolidated statements.

Revenue Recognition

ASC 606 / IFRS 15 automation, performance-obligation tracking.

Expense Management

Corporate cards, expense policy, reimbursements, spend controls.

FP&A Copilot

Forecasting, budgeting, scenario modeling, variance commentary.

Natural-Language Interface

Conversational query, report generation, and action-taking via chat.

Practice Management

Firm-side workflow, client portals, deadlines, CRM, billing, and team orchestration for accounting and tax practices.

AI Tax Research

Generative-AI research and memo-writing assistants trained on tax code, rulings, and case law.

03Research

Fieldguide is the most convincing US play in the audit-and-advisory engagement-platform category — a purpose-built agentic layer for the kind of work that PCAOB inspections are now focusing on. The February 2026 Series C led by Goldman Sachs Growth Equity (with Bessemer, 8VC, and Thomson Reuters) took total raised to $125M at a reported $700M valuation. Deployment is disclosed at roughly half of the US Top 100 firms, with a co-engineered assurance product announced alongside KPMG.

The autonomy posture here is deliberately lower than one would expect from the cap table: audit is an accuracy-sensitive, evidence-trail-sensitive workflow, and Fieldguide positions itself as "agentic when it counts" — automating the control-testing, workpaper-assembly, and review-trail steps without taking unilateral action over a client's records. That is the right posture for a product whose buyers are audit partners who sign their names to opinions. The buy case against DataSnipper and MindBridge is the engagement-workflow depth Fieldguide has that analytics-first tools don't.

Citations