Fieldguide, an agentic AI-native platform for audit and advisory firms, has raised a $75 million Series C round led by Growth Equity at Goldman Sachs Alternatives, with participation from new investor Geodesic and existing backers Bessemer Venture Partners, 8VC, and Thomson Reuters. The financing brings Fieldguide’s total funding to $125 Million and values the company at $700 Million.
The company is positioning the raise as fuel for scaling an execution model built for a profession facing mounting capacity constraints. Fieldguide points to rising regulatory complexity and increasing client expectations colliding with a shrinking supply of qualified professionals, citing a 17-year low in CPA exam candidates and projecting significant retirements among today’s CPAs over the next decade. Against that backdrop, Fieldguide argues the industry needs a new workflow foundation that pairs human judgment with agentic AI to increase throughput without sacrificing quality, compliance, or oversight.
Fieldguide’s platform is designed to embed AI agents directly into engagement execution across the lifecycle of audit or advisory work, targeting high-volume, repeatable, and data-intensive tasks. The company says this approach frees practitioners to spend more time on review, judgment, client relationships, and strategic advisory work, while maintaining governance and traceability suitable for regulated environments.
Fieldguide also emphasized adoption momentum, saying it is used by half of the Top 100 U.S. accounting firms, including members of the Big Four, and described its product as a core system for firms aiming to lead in the next phase of audit and advisory delivery. The announcement included customer commentary from KPMG and Anders CPA, highlighting the role of AI-driven execution in streamlining data collection, accelerating engagement workflows, and improving efficiency in financial audits.
With the new capital, Fieldguide plans to scale its proven model of agentic AI working alongside human experts to expand capacity, elevate quality, and support a more sustainable future for the audit and advisory profession.
KEY QUOTES:
“The future of audit and advisory depends on how effectively firms combine human judgment with AI-driven execution. Fieldguide embeds AI and agentic workflows directly into how engagements are delivered – helping firms move faster while maintaining the standards that the profession depends on. This establishes a new foundation for how the audit and advisory industry will operate.”
Harris Pollack, Vice President, Growth Equity at Goldman Sachs Alternatives
“KPMG is professionalizing agents to simplify data collection and accelerate execution–empowering our professionals to deliver next-generation quality. Our relationship with Fieldguide reflects our commitment to a future where our people work alongside agents to deliver trusted insights and a differentiated client experience.”
Brian Fields, Enterprise Innovation Leader, KPMG
“We’re extremely pleased with our decision to partner with Fieldguide. Fieldguide made the onboarding process easy and straightforward, and we believe their AI agents will play an important role in improving efficiency across our financial audits. This should translate into better use of our people’s time, allowing auditors to focus more on judgment, review, and client relationships instead of manual execution.”
Mark Hinsen, Partner-in-Charge of Audit and Assurance, Anders CPA
“We built Fieldguide to support the people doing this work, and to solve a structural problem in the profession. This funding allows us to scale a proven model where agentic AI and human experts work together to increase capacity, elevate quality, and build a more sustainable future for audit and advisory.”
Jin Chang, Co-Founder and CEO, Fieldguide
