Fieldguide Scores $75 Million Series C

<p><strong>SAN FRANCISCO<&sol;strong> — Fieldguide&comma; an agentic AI-native platform for the audit and advisory industry&comma; has scored a &dollar;75 million Series C led by Growth Equity at Goldman Sachs Alternatives&comma; with participation from new investor&comma; Geodesic&comma; and existing investors Bessemer Venture Partners&comma; 8VC&comma; and Thomson Reuters&period; The financing brings Fieldguide’s total funding to &dollar;125 million and values the company at &dollar;700 million&period;<&sol;p>&NewLine;<p>Audit and advisory firms are facing a structural capacity problem&period; Regulatory complexity and client expectations continue to increase&comma; while the supply of qualified professionals declines&period; CPA exam candidates are at a 17-year low and as many as 75&percnt; of today’s CPAs are expected to retire over the next decade&period; Experts estimate an existing ~125 million hour capacity shortfall&comma; equivalent to over &dollar;25 billion in unmet demand&comma; with the gap projected to reach ~600 million hours and more than &dollar;230 billion annually by 2030&period; Closing this gap requires a new execution model&comma; one where human professionals collaborate with agentic AI to modernize workflows and increase practitioner capacity without compromising on quality or compliance&period;<&sol;p>&NewLine;<p>Fieldguide represents the next evolution of how audit and advisory work is performed&comma; with an end-to-end&comma; AI-native platform that embeds agentic AI directly into engagement execution&period; Fieldguide’s AI agents operate as part of the engagement team&comma; executing high-volume&comma; repeatable&comma; and data-intensive work across the full lifecycle of an audit or advisory engagement&period; This frees capacity and allows practitioners to spend more of their time on judgment&comma; client relationships&comma; and the strategic advisory work that defines their professional expertise&period;<&sol;p>&NewLine;<p>&OpenCurlyDoubleQuote;The future of audit and advisory depends on how effectively firms combine human judgment with AI-driven execution&comma;” said Harris Pollack&comma; Vice President with Growth Equity at Goldman Sachs Alternatives&period; &OpenCurlyDoubleQuote;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&period; This establishes a new foundation for how the audit and advisory industry will operate&period;”<&sol;p>&NewLine;<p>Fieldguide is already used by half of the Top 100 U&period;S&period; accounting firms&comma; including members of the Big Four&comma; and serves as a leading agentic AI platform for firms positioning themselves as leaders in the next era of audit and advisory&period;<&sol;p>&NewLine;<p>&OpenCurlyDoubleQuote;KPMG is professionalizing agents to simplify data collection and accelerate execution–empowering our professionals to deliver next-generation quality&comma;” said Brian Fields&comma; Enterprise Innovation Leader at KPMG&period; &OpenCurlyDoubleQuote;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&period;”<&sol;p>&NewLine;<p>&OpenCurlyDoubleQuote;We’re extremely pleased with our decision to partner with Fieldguide&comma;” said Mark Hinsen&comma; Partner-in-Charge of Audit and Assurance at Anders CPA&period; &OpenCurlyDoubleQuote;Fieldguide made the onboarding process easy and straightforward&comma; and we believe their AI agents will play an important role in improving efficiency across our financial audits&period; This should translate into better use of our people’s time&comma; allowing auditors to focus more on judgment&comma; review&comma; and client relationships instead of manual execution&period;”<&sol;p>&NewLine;<p>Fieldguide is purpose-built for regulated environments&comma; with governance&comma; traceability&comma; and clear human oversight built into every engagement&period; By combining agentic execution with practitioner accountability&comma; Fieldguide is closing the talent gap and extending practitioner capacity that allows firms to deliver trusted outcomes at scale&period;<&sol;p>&NewLine;<p>&OpenCurlyDoubleQuote;We built Fieldguide to support the people doing this work&comma; and to solve a structural problem in the profession&comma;” said Jin Chang&comma; Co-Founder and CEO of Fieldguide and former CPA&period; &OpenCurlyDoubleQuote;This funding allows us to scale a proven model where agentic AI and human experts work together to increase capacity&comma; elevate quality&comma; and build a more sustainable future for audit and advisory&period;”<&sol;p>&NewLine;

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