Fieldguide GTM brain

category

market profile

• text: Audit firms must deliver high-stakes engagements while managing repetitive evidence collection and staffing pressure.
• text: Engagement platforms and specialized testing tools compete for audit practitioners' workflow.

personas

• title: Managing partner of an audit and advisory firm
  pains:

  • Limited practitioner capacity constrains engagement growth and margins.
  • Manual work and staff shortages make it difficult to scale without adding headcount.
• title: Audit engagement partner or manager
  pains:

  • Teams chase evidence and re-key information across audit stages.
  • Reviewers need documented support and visibility into exceptions before sign-off.
• title: Chief audit executive
  pains:

  • Testing volume limits the audit plan and delays board-ready reporting.
  • The team needs practitioner review of AI-produced work.

icp

• text: CPA firms with audit, assurance, risk advisory or cybersecurity practices, including large multi-practice firms.
• text: Corporate internal audit groups and federal engagement teams with significant testing and evidence workflows.

message pillars

• text: Expand engagement capacity without linear headcount growth.
• text: Automate repetitive engagement work with practitioners in control.
• text: Connect audit work from planning through completion.

objections

• objection: AI output is not sufficient evidence for an audit.
  response: Demonstrate how practitioners direct and review agent work and inspect supporting evidence on a representative engagement.
• objection: Our firm has its own audit methodology.
  response: Evaluate a pilot using the firm's methodology and a limited engagement before broader migration.
• objection: Switching engagement systems disrupts busy season.
  response: Scope a phased deployment around an appropriate practice and validate migration and training requirements.

competitors

• name: Caseware
  why: Established audit engagement and working-paper platform.
• name: DataSnipper
  why: Automates audit testing and evidence work within Excel.
• name: AuditBoard
  why: Overlaps in internal audit, risk and compliance workflows.

keywords

• audit engagement management software
• AI audit automation
• CPA firm audit software
• audit evidence management
• SOC audit workflow
• internal audit testing software

voice

• Ambitious and transformation-focused
• Practitioner-led
• Trust and quality conscious

signals

• text: A firm is hiring audit staff aggressively or facing engagement capacity constraints.
• text: A firm is expanding advisory practices or modernizing audit methodology across offices.

pricing

motion

channels

• SEO
• case studies
• events
• conference

confidence

Founders

• name: Jin Chang
  title: Founder
  role: Founder
  bio: CEO/cofounder at Fieldguide, a vertical AI platform for audit and advisory firms. Previously Chief of Staff at Atrium and founded a cryptocurrency tax automation company while in grad school at UC Berkeley. 5 years at EY in audit & advisory.
• name: Chris Szymansky
  title: Founder/CTO
  role: CTO
  bio: CTO and co-founder at Fieldguide (YC S20).