Customer Onboarding Consultant
Fieldguide$100,000 - $135,000/year
- Full Time
- Mid-level (3 to 4 years)
About Fieldguide
Fieldguide enhances audit and advisory processes for businesses using artificial intelligence through its main product, the AI Advisory & Audit Cloud. This platform is designed for large advisory and audit firms, helping them save time, improve profit margins, and increase client satisfaction while managing various regulatory frameworks. Fieldguide's subscription-based model offers features like engagement management and automated report generation, making it more efficient than traditional methods. The company's goal is to transform the audit and advisory landscape with a modern, AI-driven experience.
San Francisco, CaliforniaHeadquarters
2020Year Founded
$45.9MTotal Funding
SERIES_BCompany Stage
Consulting, Fintech, AI & Machine LearningIndustries
51-200Employees
Benefits
Unlimited Paid Time Off
401(k) Retirement Plan
Wellness Program
Home Office Stipend
Flexible Work Hours
Risks
Increased competition from other AI-driven audit platforms could erode market share.
Rapid AI technology development may lead to obsolescence if Fieldguide doesn't innovate.
Reliance on venture capital funding poses a risk if future rounds are unsuccessful.
Differentiation
Fieldguide offers the only end-to-end AI platform for audit and advisory services.
The platform supports multiple regulatory frameworks, enhancing its versatility for firms.
Fieldguide's AI Advisory & Audit Cloud improves efficiency and client satisfaction.
Upsides
Fieldguide's AI platform addresses the CPA talent shortage, increasing demand for its services.
The launch of Fieldguide Insights capitalizes on data-driven decision-making trends in CPA firms.
Strategic partnership with Allinial Global enhances market reach and credibility.
Funding
Total raised$45.88 M
Latest valuation$150.00 M
StageSERIES_B
SERIES B
2/29/2024$30
$150.00 MSEED
7/31/2020N/A
$750.0 K