Customer Onboarding Consultant
Fieldguide$100,000 - $135,000/year
Full Time
Mid-level (3 to 4 years)
Fieldguide
AI platform for audit and advisory services
San Francisco, California, United States
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
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