Does Fieldguide train AI on customer data?

Fieldguide's published policy says customer data is not used to train AI models. Fieldguide's AI FAQ says customer data in Fieldguide is not used to train AI models, and that its model providers (Microsoft Azure, AWS, OpenAI) do not train on submitted data and keep prompts for at most 30 days for abuse monitoring. Fieldguide may use aggregated, anonymized product data to improve its products.

Does Fieldguide have SOC 2?

Fieldguide states that it holds a SOC 2 Type II report.

Which accounting systems does Fieldguide integrate with?

Fieldguide does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.

How much does Fieldguide cost?

Fieldguide does not publish prices; pricing is by quote.

What are alternatives to Fieldguide?

Other audit tools in this directory include Caseware, CoCounsel Audit & Accounting, DataSnipper, Inflo and MindBridge.

Fieldguide

Fieldguide is a cloud workspace where audit and advisory firms run engagements, from financial statement audits to SOC, PCI and other risk and compliance assessments. It builds AI agents into that workflow to help plan engagements, test evidence, review workpapers and draft financial statements, and practitioners review what the agents produce. It also markets versions for corporate internal audit teams and for federal work.

Last verified October 14, 2026. Vendor site: fieldguide.com (opens in a new tab)

What the AI does

Field Auditor agent runs audit testing and checks evidence as client documents arrive
Field Financials agents draft financial statements and disclosures from trial balance data and prior-year reports
AI-suggested trial balance account mappings and AI-assisted risk assessment based on client documents
Field Orchestrator lets practitioners direct and coordinate agents through a chat interface
Fieldguide MCP connects live engagement data to outside AI assistants

Summarized from fieldguide.com.

Facts, checked against the source

Category: AuditSource: fieldguide.com (opens in a new tab)
Built for: CPA firmsSource: fieldguide.com (opens in a new tab)
Ledger integrations: None documented among QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft DynamicsAlso documents: Claude (via Fieldguide MCP), Microsoft Copilot (via Fieldguide MCP), Google Gemini (via Fieldguide MCP).
Pricing: Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
Free plan: UnconfirmedPricing is not public or does not say.
SOC 2: Type IISource: fieldguide.com (opens in a new tab)
Trains on customer data: NoFieldguide's AI FAQ says customer data in Fieldguide is not used to train AI models, and that its model providers (Microsoft Azure, AWS, OpenAI) do not train on submitted data and keep prompts for at most 30 days for abuse monitoring. Fieldguide may use aggregated, anonymized product data to improve its products.Source: help.fieldguide.io (opens in a new tab)
Human review: Human reviewFieldguide says practitioners review every step of the Field Auditor's work and make the review decisions on Field Financials drafts, and its AI terms require customers to manually review and approve AI output before using it.Source: fieldguide.com (opens in a new tab)
Company: Privately held. Founded 2020, based in San Francisco, CASource: fieldguide.com (opens in a new tab)
Funding: $125M total raised, per the companyLast round: Series C, $75M, February 2, 2026. Investors named: Goldman Sachs Alternatives (Growth Equity), Geodesic, Bessemer Venture Partners, 8VC, Thomson Reuters, Floodgate, Y Combinator, DNX Ventures, Global Founders CapitalSource: fieldguide.com (opens in a new tab)

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

Funding rounds

Rounds announced by the company or its lead investor. Amounts in US dollars.
Announced	Round	Amount	Led by	Source
March 3, 2022	Series A	$17M	8VC	fieldguide.com
March 26, 2024	Series B	$30M	Bessemer Venture Partners	fieldguide.com
February 2, 2026	Series C	$75M	Goldman Sachs Alternatives (Growth Equity)	fieldguide.com

Sources

Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

No changes logged since this listing was published. Changes and corrections are recorded in the changelog.

Fieldguide questions

Does Fieldguide train AI on customer data?: Fieldguide's published policy says customer data is not used to train AI models. Fieldguide's AI FAQ says customer data in Fieldguide is not used to train AI models, and that its model providers (Microsoft Azure, AWS, OpenAI) do not train on submitted data and keep prompts for at most 30 days for abuse monitoring. Fieldguide may use aggregated, anonymized product data to improve its products.
Does Fieldguide have SOC 2?: Fieldguide states that it holds a SOC 2 Type II report.
Which accounting systems does Fieldguide integrate with?: Fieldguide does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.
How much does Fieldguide cost?: Fieldguide does not publish prices; pricing is by quote.
What are alternatives to Fieldguide?: Other audit tools in this directory include Caseware, CoCounsel Audit & Accounting, DataSnipper, Inflo and MindBridge.