Fundraising Fox

Fieldguide

YC S20

San Francisco, US Β· Founded 2020 Β· 200 employees Β· Hiring Β· 11 known investors

Fieldguide provides automated workflows and collaborative tools for assurance and advisory practices to serve clients more effectively. The platform uses automation and artificial intelligence to enhance trust services.

Also known as Fieldguide, Inc.

Founders & leadershipΒ· Y Combinator alumni (S20)

Fieldguide was founded in 2020 by Jin Chang and Chris Szymansky.

JCJin Chang
Jin Changin𝕏CEO, Co-FounderHe previously served as Chief of Staff at Atrium, founded a cryptocurrency tax automation company during graduate studies at UC Berkeley, and spent five years at EY in audit and advisory roles.
CSChris Szymansky
Chris Szymanskyin𝕏Co-Founder / CTOChris Szymansky is CTO and co-founder of Fieldguide, a Y Combinator S20 company.

Investors Β· 11

Also in the syndicate Β· 4

GeodesicGoldman Sachs AlternativesleadGrowth Equity at Goldman Sachs AlternativesleadThomson Reuters

Funding

SEC filings, press & company announcements

$75M disclosed across 1 of 3 rounds Β· 2022–2026

Source: company announcements and press reports β€” follow each round's link for the claim.

Valuation Β· disclosed

Disclosed events
$700Mvaluation at Series CFeb 2026
filing β†—

Source: SEC prospectus filings, and round valuations the company or its investors disclosed β€” follow each entry's link for the claim.

Company profile

researched Aug 2026

Fieldguide is a San Francisco-headquartered software company that provides an end-to-end, AI-native platform for audit, assurance and advisory practices. The product digitizes the full engagement lifecycle on a single platform and embeds agentic AI directly into engagement execution, with AI agents operating as part of the engagement team to perform high-volume, repeatable and data-intensive tasks. Reported use cases include testing revenue figures in financial statements, planning how an audit will be carried out based on a client's industry, and drafting the procedures an audit team must work through; human practitioners then review and interpret the results. The platform covers engagement types such as risk and cybersecurity, privacy, payment card compliance, regulatory compliance, SOC audits and HITRUST, and is designed for regulated environments with governance, traceability and human oversight built in.

The company was founded in 2020 by Jin Chang (CEO) and Chris Szymansky (CTO) and participated in Y Combinator's Summer 2020 batch. It is built largely by former practitioners, including Big Four professionals, alongside AI engineers and product leaders; roughly 25% of employees are former practitioners/auditors. Fieldguide raised a $17M Series A announced in March 2022, a $30M Series B led by Bessemer Venture Partners in March 2024, and a $75M Series C led by Growth Equity at Goldman Sachs Alternatives in February 2026, bringing total funding to $125M at a stated $700M valuation.

As of the Series C announcement, Fieldguide said its software was used by approximately half of the Top 100 U.S. accounting firms, including members of the Big Four, with named customers such as Baker Tilly, BDO, CBIZ, Forvis Mazars, Grant Thornton, KPMG, RSM US, Wipfli and Aprio. The company also announced Field Financials, Fieldguide MCP and a refreshed brand.

Founding story

Chang experienced the burden of managing complex advisory and audit engagements first-hand as an EY practitioner and, by his account, tried to leave the profession several times because of the tedium of the work. In 2020, amid a talent exodus from accounting, he decided to build software to automate the more repetitive parts of the job, choosing a software approach over building a new accounting firm because large companies hold decades-long relationships with their existing auditors. He teamed with Chris Szymansky, who became CTO, and the company was founded in 2020. Before Fieldguide, Chang had also founded a cryptocurrency tax automation company while in graduate school at UC Berkeley.

Business model

Fieldguide sells cloud-based, AI-native engagement software to accounting, audit and advisory firms rather than to the end clients being audited, positioning itself as a replacement for a fragmented technology stack and, per the CEO, for engagement work firms would otherwise outsource to offshore providers.

Sources describe Fieldguide as selling cloud-based AI software to advisory and audit firms and cite firm-level outcomes such as improved margins, increased revenue and hours saved per engagement; specific pricing or contract structures are not stated.

Traction

Fieldguide reported that nearly forty of the Top 100 CPA and consulting firms used the platform at the time of its March 2024 Series B, with firms reporting savings of up to 50% of hours on engagements. By the February 2026 Series C, the company said roughly half of the Top 100 U.S. accounting firms used the platform, including Big Four members, and its lead investor said customer diligence indicated 30-40% efficiency improvements. Headcount was reported at 160 employees in February 2026 with plans to double within a year; the Y Combinator profile lists a team size of 200. Total disclosed funding stands at $125M with a stated $700M valuation.

Latest developments

In February 2026 Fieldguide announced a $75M Series C led by Growth Equity at Goldman Sachs Alternatives at a $700M valuation, with new investor Geodesic Capital and existing investors Bessemer Venture Partners, 8VC and Thomson Reuters participating, bringing total funding to $125M. Proceeds are earmarked for scaling the AI-native platform, expanding adoption among audit and advisory firms, and further developing agentic AI workflows for regulated environments. The company also announced Field Financials, Fieldguide MCP and a refreshed brand, and said it planned to roughly double headcount from 160 employees over the following year while hiring both engineers and CPAs.

β–ΈFull profile β€” market position, technology, go-to-market, geography, history, risks & controversies

Market position

Fieldguide describes itself, and is described in trade press, as a leader in AI-native audit and advisory technology, with adoption by about half of the Top 100 U.S. accounting firms including Big Four members. Its lead Series C investor characterized the platform as purpose-built models for a specific vertical use case rather than generic large language models, and said customers reported 30-40% efficiency improvements. The company frames the addressable problem as a structural capacity shortfall in audit and advisory driven by rising regulatory complexity and a shrinking pool of qualified professionals; Bessemer has referred to the audit and advisory industry as a $200 billion market.

The company emphasizes an AI-native architecture predating the ChatGPT era combined with domain expertise: it was built by former Big Four practitioners, and about a quarter of employees are former practitioners. Its investors point to purpose-built models for audit-specific tasks, deep vertical domain knowledge, and agentic execution with governance, traceability and human review designed for regulated environments, as distinguishing factors versus general-purpose AI tools and legacy, fragmented audit technology stacks.

Technology

The platform is AI-native and agentic: AI agents execute repetitive engagement work end to end while practitioners remain in control and review outputs. It is purpose-built for regulated environments, with governance, traceability and explicit human oversight in each engagement, and is marketed as a secure, privacy-conscious AI solution for drafting and analyzing tests, requests and document reviews. According to the lead Series C investor, the system uses purpose-built models designed for the specific use case rather than only general-purpose large language models. The company has announced Field Financials and Fieldguide MCP.

Go-to-market

Fieldguide sells directly to audit and advisory firms, using customer references and industry association endorsements, trade-press awards and named firm case studies for credibility. Its go-to-market organization includes dedicated sales, customer success and marketing leadership, and Series B proceeds were allocated to expanding reach across firms of all types and sizes and to international expansion. Thomson Reuters is both an investor and, per funding coverage, a strategic backer.

Audit, assurance and advisory practices, including CPA and consulting firms of varying sizes from Top 100 U.S. firms and Big Four members to smaller practices. Named users include KPMG, BDO, Grant Thornton, RSM US, Baker Tilly, CBIZ, Forvis Mazars, Wipfli, Mazars and Aprio.

Geography

Headquartered in San Francisco, California, and operated as a remote-first company with roles based in San Francisco or remote across the United States. Its customer base is centered on U.S. accounting firms, and Series B proceeds were earmarked in part for strengthening international presence.

History

Jin Chang, a CPA who spent five years at EY in audit and advisory and later served as chief of staff at the AI-powered legal firm Atrium (which shut down in 2020), conceived Fieldguide in 2020 as software to automate the manual aspects of accounting work rather than as a new-generation accounting firm. He co-founded the company with CTO Chris Szymansky, and Fieldguide went through Y Combinator's Summer 2020 batch. The company announced a $17M Series A in March 2022 and, by the March 2024 $30M Series B led by Bessemer Venture Partners, reported that nearly forty of the Top 100 CPA and consulting firms were customers. Early traction with an AI-native approach was initially difficult; the company says the popularity of large language models from OpenAI and Anthropic validated the strategy, and the CEO dates product-market fit to roughly the 18 months preceding the February 2026 $75M Series C led by Growth Equity at Goldman Sachs Alternatives.

Risks & controversies

Fieldguide's market thesis rests on an accounting talent crisis the CEO calls existential, citing a 17-year low in CPA exam candidates and more than 75% of current CPAs expected to retire within a decade. The company states its AI agents replace work typically outsourced to offshore firms in countries such as India and the Philippines, and the CEO projects that a traditional 10-person audit team could complete an audit with three people within a few years, raising labor-displacement questions that he counters by arguing automation will reduce burnout and accelerate junior careers. The product also operates in a regulated setting where audit quality standards must be maintained, and the company acknowledged early difficulty gaining traction with its AI-native approach; adoption among its listed customer firms varies in depth.

Compiled by commissioned research from 8 cited public sources β€” announcements, filings, and press listed under research sources below.

Key figures

latest reported
Customer-reported efficiency improvementFeb 202630% to 40%
EmployeesFeb 2026160 people
Employees who are former practitionersFeb 202625%
HeadcountAug 2026242
Hours saved on engagements (customer-reported)Mar 2024up to 50%
Share of top 100 US accounting firms using the platformFeb 202650%
Team size (Y Combinator profile)Jan 2026200 people
Top 100 CPA and consulting firms using the platformMar 202440 firms (nearly)
Total funding raisedFeb 2026$125M
Valuation (post-money, Series C)Feb 2026$700M

Company-reported or press-reported figures, each dated to when it was claimed β€” not independently audited.

Founder mafia

2 people who came through Fieldguide went on to found or lead other companies.

Competitors Β· 10

by search overlap
V Comply279 shared keywordsVComply is a compliance management platform that automates control tracking, task assignment, evidence capture, and audit reporting through an AI-powered interface. It serves compliance and risk teams across regulated industries including healthcare, finance, energy, and manufacturing.
MetricStream273 shared keywordsMetricStream provides a cloud-based GRC (governance, risk, and compliance) platform with AI-driven capabilities for risk assessment, compliance management, audit, cyber risk, and resilience. The platform serves risk assessors, compliance leaders, auditors, and cyber risk experts across over 1 million professionals in 35+ countries.
Diligent191 shared keywordsDiligent provides governance, risk, compliance and audit software used by board members and organizational leaders to connect insights and drive decision-making across these functions. The platform serves over one million users across more than 700,000 board members and leaders globally.
Hyperproof184 shared keywordsHyperproof is a governance, risk, and compliance (GRC) platform that automates compliance management and audit workflows for organizations. It serves companies seeking to streamline GRC operations and demonstrate compliance to stakeholders.
Netezza177 shared keywordsIBM is a global technology company whose business spans enterprise software (including Red Hat, HashiCorp, and Confluent), IT infrastructure such as mainframes, servers, and storage, and IT consulting services. The company is also investing heavily in quantum computing and AI-based enterprise offerings, including its Lightwell open-source software security clearinghouse and the Anderon quantum wafer foundry.
Upguard174 shared keywordsUpGuard provides a platform for managing cybersecurity risk, including third-party vendor and supply chain risk assessment. It is aimed at organizations seeking to evaluate and monitor the security posture of their vendors.
Sprinto164 shared keywordsSprinto is a compliance and governance, risk, and compliance (GRC) platform that automates security compliance across 200+ frameworks such as SOC 2, ISO 27001, HIPAA, GDPR, and PCI DSS. It serves companies from Series A to enterprise, covering compliance, vendor risk, AI governance, and audit preparation through integrations with cloud, identity, HR, and SaaS systems.
Hyperbots158 shared keywordsHyperbots offers an agentic AI platform with finance-specific "co-pilots" that automate accounts payable and receivable tasks such as invoice processing, accruals, procurement, payments, sales tax verification, vendor management, collections, and cash application. The platform uses AI agents pre-trained on financial documents and integrates with ERPs like NetSuite, SAP S/4HANA, Sage, Microsoft Dynamics 365, and QuickBooks for finance and accounting teams.
LogicGate154 shared keywordsLogicGate provides AI-powered governance, risk, and compliance (GRC) software for enterprise teams, offering automated workflows, real-time insights, and customizable workflows through a no-code platform. The platform serves risk and compliance professionals across organizations seeking to centralize risk management and strengthen security.
strongDM146 shared keywordsStrongDM provides privileged access management and identity governance for infrastructure across cloud, on-premises, and hybrid environments. The platform centralizes access control, enforces zero standing privileges, and enables just-in-time provisioning for teams managing critical systems.

Companies competing with Fieldguide for the same Google search keywords, organic and paid, via search-intersection analysis.

Timeline Β· 8

launches, deals, and filings
Feb 2026
Fieldguide raises $75M Series C led by Goldman Sachs Alternatives at $700M valuation

Fieldguide announced a $75 million Series C led by Growth Equity at Goldman Sachs Alternatives, valuing the company at $700 million, with new investor Geodesic Capital and existing investors Bessemer Venture Partners, 8VC and Thomson Reuters participating. Total funding reached $125 million; proceeds are for scaling the platform, expanding firm adoption and developing agentic AI workflows for regulated environments.

$75M source β†—

Jan 2026
Announcement of Field Financials, Fieldguide MCP and refreshed brand

Fieldguide announced Field Financials, Fieldguide MCP and a refreshed brand.

source β†—

Mar 2024
Fieldguide raises $30M Series B led by Bessemer Venture Partners

Fieldguide announced a $30 million Series B led by Bessemer Venture Partners with participation from 8VC and AI and SaaS company CEOs, alongside the launch of its AI platform aimed at the CPA talent shortage. Funds were allocated to product development (including fraud and forensic services, practice management analytics and CMMC support), market and international expansion, and hiring.

$30M source β†—

Mar 2024
Fieldguide launches AI platform for advisory and audit engagements

Alongside its Series B, Fieldguide launched an AI platform described as a secure, private solution for drafting and analyzing tests, requests and document reviews across the engagement lifecycle.

source β†—

Mar 2022
Fieldguide receives $17M in Series A funding for A&A platform

$17M source β†—

Jan 2022
Jin Chang named to CPA Practice Advisor's 20 Under 40 Most Influential People in Accounting

Fieldguide CEO Jin Chang was named one of CPA Practice Advisor's 20 Under 40 Most Influential People in Accounting in 2022 and 2023.

source β†—

Jan 2021
AccountingToday Top New Products Award and CPA Practice Advisor Technology Innovation Award

Fieldguide received the AccountingToday Top New Products Award and the CPA Practice Advisor Technology Innovation Award in 2021, 2022 and 2023.

source β†—

Jan 2020
Fieldguide participates in Y Combinator Summer 2020 batch

source β†—

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

In the news

β–ΈResearch sources Β· 8

primary sources listed

8 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Fieldguide do?
Fieldguide builds an AI-native platform whose agents execute audit and advisory engagement work for accounting firms.
Who founded Fieldguide?
Fieldguide was founded by Jin Chang, Chris Szymansky in 2020.
Who are Fieldguide's investors?
Fieldguide's investors include 8VC, Bessemer Venture Partners, Floodgate, Fourth Realm, Geodesic Capital, Point72 Ventures, Y Combinator.
How much funding has Fieldguide raised?
Fieldguide has disclosed $75M raised across 1 of its 3 known rounds.
Where is Fieldguide headquartered?
Fieldguide is headquartered in San Francisco, US.