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Fieldguide: Revolutionizing the Future of Trust with AI and Cloud Technology

    In today’s action-packed business landscape, the role of advisory and audit firms is becoming increasingly important. These firms provide crucial services to organizations, ensuring

    In today’s action-packed business landscape, the role of advisory and audit firms is becoming increasingly important. These firms provide crucial services to organizations, ensuring compliance, risk management, and overall financial health. However, with the ever-evolving technological landscape, these firms need to adapt and embrace new tools to stay ahead of the game. Fieldguide emerges as a market leader, offering cutting-edge Artificial Intelligence (AI) and Cloud solutions tailored for advisory and audit firms. Crafted by industry veterans and technology leaders, Fieldguide’s platform is designed to digitize the entire engagement workflow on a unified, cloud-native foundation. 

Empowering Advisory and Audit Firms


     This is where Fieldguide comes in – a market-leading platform that offers Artificial Intelligence (AI) and Cloud technology specifically designed for advisory and audit firms. Founded by former Big Four practitioners and veteran technology leaders, Fieldguide’s AI Advisory & Audit Cloud is trusted by top CPA firms to unlock growth, increase margins, and delight clients.  

    What sets Fieldguide apart from its competitors is its single, cloud-native platform that digitizes the end-to-end engagement workflow. This means that everything from client onboarding to final reports can be seamlessly managed on a single platform. This not only saves time and resources but also improves efficiency and accuracy. The integration of AI technology further amplifies Fieldguide’s capabilities, enabling firms to leverage advanced analytics, machine learning, and predictive modeling to uncover actionable insights and optimize decision-making. With Fieldguide, CPA firms can unlock new opportunities, identify potential risks, and drive sustainable growth in today’s dynamic business landscape.

Award-Winning AI Innovation

   Fieldguide’s AI technology is award-winning, recognized by prominent publications such as CPA Practice Advisor and Accounting Today. This recognition is a testament to the platform’s ability to transform the operations of practices and modernize the experience for clients.  These accolades underscore Fieldguide’s commitment to pushing the boundaries of innovation within the industry. Based in San Francisco, Fieldguide has secured backing from prominent investors, including 8VC, Floodgate, Y Combinator, Fourth Realm, Justin Kan, Eric Ries, and more. Moreover, Fieldguide’s commitment to innovation extends beyond functionality to user experience. The platform boasts an intuitive interface designed to facilitate seamless navigation and effortless collaboration. This user-centric approach enhances productivity, fosters teamwork, and ensures a frictionless experience for both practitioners and clients alike.

Revolutionizing Assurance and Advisory Engagement

Fieldguide’s enterprise Software as a Service (SaaS) platform is revolutionizing the landscape of risk audits for top-tier assurance and advisory firms. Its transformative impact is evident in the significant time savings it delivers, amounting to thousands of hours annually. This efficiency boost not only streamlines operations but also enhances client experiences, positioning Fieldguide as a trailblazer in the evolution of trust services. At the heart of Fieldguide’s success is its ability to automate and optimize complex audit processes. By leveraging advanced technologies such as artificial intelligence (AI) and machine learning, the platform empowers firms to conduct risk audits with unparalleled precision and efficiency. This automation not only accelerates the audit process but also ensures greater accuracy and reliability of findings. 

Visionary Leadership and Innovation 

At the helm of Fieldguide’s success is Chris Szymansky, the CTO. With his wide vision and experience, Chris has played a vital role in shaping Fieldguide into what it is today. His ability to communicate with transparency and gain trust among all levels of the team is commendable. Chris is known for his approachable nature and grounded leadership style, which is highly respected by his team. 

    One of Chris’s notable achievements at Fieldguide was his contribution to building the core of the attorney-client interaction. Under his leadership, Fieldguide invested in building documents, tasks, and hiring, resulting in the most successful products in the company’s history. Chris is not only an exceptional leader but also an ideal engineer. He possesses a potent combination of engineering skills and humility, making him open to incorporating the ideas of others. He understands the importance of leveraging the individual skill sets of his team members, and knows when to call upon them for their expertise. 

Leadership Impact: Shaping Atrium’s Success

Chris‘s impact on the technology landscape extends beyond Fieldguide. In his role as the Head of Engineering at Atrium, he played a pivotal role in steering the engineering and product teams towards success. By investing in the core components of the attorney-client interaction, including documents, tasks, and hiring, Chris led Atrium to build some of its most successful products.  But Chris’s impact goes beyond just leading the team. He has also played a significant role in developing leadership skills among his team members. His patience and willingness to listen have helped his team see things from new perspectives, leading to better decision-making and innovation.  

A Collaborative Force

     Chris Szymansky embodies the qualities of an ideal engineer—possessing a potent combination of technical expertise, humility, and a willingness to listen and incorporate diverse ideas. His ability to leverage the unique skill sets of the team reflects a deep understanding of collaboration dynamics, ensuring that individual strengths are maximized for collective success.In essence, Fieldguide is spearheading a paradigm shift in the realm of trust services, where automation and AI-driven insights are integrated seamlessly into the audit workflow. By embracing technology to streamline operations and enhance client interactions, Fieldguide is empowering assurance and advisory firms to deliver exceptional value and stay ahead in an increasingly competitive market landscape.

      In conclusion, Fieldguide, under the guidance of Chris Szymansky, stands as a beacon of innovation, reshaping the landscape of trust services. Through AI-powered solutions, collaborative workflows, and a commitment to excellence, Fieldguide is not only transforming the operations of advisory and audit firms but also pioneering a new era in the intersection of technology and trust.

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