Fieldguide growth playbook

Put "See where your firm stands" next to "Book a Demo" on the homepage, product pages and every paid landing page. Score results into three routes: early levels get a practice-specific nurture, middle levels get a webinar and peer story, the top levels go straight to an AE with the scorecard attached. Show each firm how it compares with firms of its size.

The Demand Generation Manager owns nurture "by practice area, persona, and funnel stage," and the Performance Marketing Manager must lift paid to 30 to 50% of high-quality MQLs. An assessment converts colder paid traffic than a demo form and tells sales exactly how ready each firm is.

Subject: Your firm is at level {level} of 6: the one gap to close first

Hi {first name},

Your answers put {firm} at level {level} on the agentic firm framework. Firms at this level usually gain the most by fixing {priority gap} first.

Two things that help:
1. A 20-minute session where {peer firm type} explains how they moved from level {level} to {level+1}.
2. Your full playbook for {priority gap}, attached.

Want us to walk your partners through the scorecard? Reply and I'll set it up.

{name}
Fieldguide

• A gated result lowers completions

  Show the level free and gate only the full playbook.

• Your websiteSite: about 377 URLs (139 blog posts, 119 resources, 10 case studies). Existing assets include an AI maturity assessment (14 questions across seven readiness categories, six autonomy levels, a scorecard and playbook), "AI-native vs AI-decorated" and "build vs buy" guides, the Catalyst event, and partnership posts with BDO, Grant Thornton, Crowe BGK, CPA Canada, Thomson Reuters, Allinial Global and Mercia. There are no competitor comparison pages and no pricing page.Source
• HiringSenior Performance Marketing Manager: own paid search (Google, Microsoft), LinkedIn, programmatic, native, OLV and DOOH, landing pages and the website as a demand tool. "Our ambition is for paid to deliver 30 to 50% of high-quality MQLs and 30% of total pipeline. Today it delivers a fraction of that." "Our attribution is mid-rebuild" and "conversion optimization is coming back in-house."Source
• HiringSenior Demand Generation Manager: owns webinars (thought leadership, product release, sponsored), nurture "by practice area, persona, and funnel stage," email, content syndication; partners with an ABM lead; drives demand around Catalyst, trade shows and field events.Source
• Your websiteHomepage: "Build the agentic firm the next decade demands"; "More than half of the top 100 firms partner with Fieldguide"; client NPS 84, 55% fewer engagement hours, 50%+ better engagement realization. Named firms: Forvis Mazars, BerryDunn, Sanville & Co and Schellman. Products: Field Planner, Field Auditor, Field Reviewer, Field Financials, Field Orchestrator. CTA: Book a Demo.Source

Import offline conversions (MQL, sales-accepted, opportunity, closed won) with click IDs into Google, Microsoft and LinkedIn, switch bidding to opportunity value where volume allows, and add negative keywords for careers and education queries.

It is the quickest way to make every paid dollar count toward the pipeline target while the wider attribution rebuild continues, and it gives the new owner a clean baseline in week one.

• Too few opportunities for value bidding

  Bid on sales-accepted leads first, then move down the funnel.

• HiringSenior Performance Marketing Manager: own paid search (Google, Microsoft), LinkedIn, programmatic, native, OLV and DOOH, landing pages and the website as a demand tool. "Our ambition is for paid to deliver 30 to 50% of high-quality MQLs and 30% of total pipeline. Today it delivers a fraction of that." "Our attribution is mid-rebuild" and "conversion optimization is coming back in-house."Source
• HiringCareers page: 51 open roles: Engineering, Product and Design 29, Sales and Marketing 12, Cost of Revenue 6, G&A 3, Executive 1. New product teams for Internal Audit and Tax Agents, engineering in Seoul, and EMEA roles (Director, Financial Audit, EMEA; Implementation Consultant and Product Support in the UK).Source

Publish three factual comparison pages: Fieldguide vs DataSnipper (engagement platform versus Excel add-in), Fieldguide vs AuditBoard (for corporate internal audit), and Fieldguide vs Caseware (cloud-native agentic platform versus desktop-era audit software). Each covers workflows, AI approach, inspection-ready documentation and how firms switch.

Both product marketing roles are asked for positioning that "differentiates the product from competitors." Comparison searches are late-stage intent, and without Fieldguide's page the review sites and competitors define the comparison.

• Competitors dispute claims

  Cite their own pages and date every comparison.

• Competitor researchDataSnipper: Excel-native audit automation founded in 2017 in Amsterdam, valued above $1B at its 2024 Series B, with Excel Agent, Disclosure Agents and DocuMine. Capterra rates Fieldguide and DataSnipper 4.7/5 each.See the research Source
• Competitor researchCB Insights lists AuditBoard, Workiva and Cortea as DataSnipper's top competitors; MindBridge and Midship (SOX testing) are also named in the audit automation market.See the research Source
• HiringTwo Senior Product Marketing Managers (Risk Advisory; Corporate Internal Audit): positioning that "differentiates the product from competitors," personas, launches and sales enablement in "an environment where features ship often"; practitioners from internal audit, SOC or compliance are encouraged to apply.Source
• Your websiteSite: about 377 URLs (139 blog posts, 119 resources, 10 case studies). Existing assets include an AI maturity assessment (14 questions across seven readiness categories, six autonomy levels, a scorecard and playbook), "AI-native vs AI-decorated" and "build vs buy" guides, the Catalyst event, and partnership posts with BDO, Grant Thornton, Crowe BGK, CPA Canada, Thomson Reuters, Allinial Global and Mercia. There are no competitor comparison pages and no pricing page.Source

Build one page grouping every public firm, alliance and technology partner with a one-line description of what they do with Fieldguide and a link to the announcement, and add the strongest names to the homepage proof line.

Firms buy what peers use. The Strategic Partnerships Director needs a visible partner ecosystem to recruit referral partners, and the evidence already exists in public posts.

• Some firms dislike being listed

  List only names already announced publicly.

• Your websiteSite: about 377 URLs (139 blog posts, 119 resources, 10 case studies). Existing assets include an AI maturity assessment (14 questions across seven readiness categories, six autonomy levels, a scorecard and playbook), "AI-native vs AI-decorated" and "build vs buy" guides, the Catalyst event, and partnership posts with BDO, Grant Thornton, Crowe BGK, CPA Canada, Thomson Reuters, Allinial Global and Mercia. There are no competitor comparison pages and no pricing page.Source
• Your websiteHomepage: "Build the agentic firm the next decade demands"; "More than half of the top 100 firms partner with Fieldguide"; client NPS 84, 55% fewer engagement hours, 50%+ better engagement realization. Named firms: Forvis Mazars, BerryDunn, Sanville & Co and Schellman. Products: Field Planner, Field Auditor, Field Reviewer, Field Financials, Field Orchestrator. CTA: Book a Demo.Source
• HiringStrategic Partnerships Director: activate technology, methodology, referral and system-integrator partners; "Build and manage referral partner programs from scratch" with attribution for referral fees; drive referrals "across CPA alliances and networks."Source
• programmable.infoSite scan: customer logos include KPMG, RSM, Baker Tilly, BDO, CBIZ, Grant Thornton, Schneider Downs and Schellman; certifications listed are SOC 1, SOC 2, ISO 27001, HITRUST, PCI DSS and FedRAMP; nine news mentions in 30 days, the latest "Fieldguide Emphasizes Built-In AI Governance at KPMG Cyber Event."Source

Each week publish one 60-second video: a real audit or SOC procedure (bank confirmations, sample selection, control testing), what the agent does, the citation trail, and the reviewer's sign-off. Post on LinkedIn from the company and an SME, and reuse in nurture.

Serialized, practitioner-specific clips build a following among the people who run engagements, and every release gets a second life in social and email.

• Showing client data

  Use demo engagements only.

• HiringSenior Social Media & Content Manager: turn releases, thought leadership and customer stories into "short form and serialized content," write recurring SME byline series; a Senior Motion Designer is also open.Source
• HiringTwo Senior Product Marketing Managers (Risk Advisory; Corporate Internal Audit): positioning that "differentiates the product from competitors," personas, launches and sales enablement in "an environment where features ship often"; practitioners from internal audit, SOC or compliance are encouraged to apply.Source
• HiringDirector, Audit Transformation: lead firms "from traditional audit execution to an agentic operating model," with documentation "required to satisfy professional standards and withstand regulatory inspection" and a change-management framework. The Head of Deployed Engineering's FDEs build agents at "the world's largest audit firms," including verifiable citations from dense Excel workbooks.Source

Build one landing page per practice that matches the ad group: the procedures it automates, a proof point from a firm in that practice, the relevant agents and the assessment CTA. Run an A/B test on headline and proof each month.

Matching the page to the query is the biggest lever on paid conversion, and owning the tests in-house is now part of the role.

• Traffic too thin to test

  Test bigger changes and run tests longer.

• #1 Make the AI maturity assessment the main CTA, and route each firm by its autonomy level into its own nurture and the right AE

• HiringSenior Performance Marketing Manager: own paid search (Google, Microsoft), LinkedIn, programmatic, native, OLV and DOOH, landing pages and the website as a demand tool. "Our ambition is for paid to deliver 30 to 50% of high-quality MQLs and 30% of total pipeline. Today it delivers a fraction of that." "Our attribution is mid-rebuild" and "conversion optimization is coming back in-house."Source
• Your websiteHomepage: "Build the agentic firm the next decade demands"; "More than half of the top 100 firms partner with Fieldguide"; client NPS 84, 55% fewer engagement hours, 50%+ better engagement realization. Named firms: Forvis Mazars, BerryDunn, Sanville & Co and Schellman. Products: Field Planner, Field Auditor, Field Reviewer, Field Financials, Field Orchestrator. CTA: Book a Demo.Source
• HiringEnterprise Account Executive, Corporate: sells "Fieldguide's new Internal Audit AI platform" to internal audit teams at Fortune 1000 companies, engaging the Chief Audit Executive, using MEDDICC; reports to the Director of Sales, Corporate Internal Audit.Source

Run an account-based launch to 200 Fortune 1000 internal audit teams: a short benchmark survey of CAEs on audit coverage and staffing, LinkedIn ads to the audit leaders at those companies, a CAE roundtable at an internal audit conference, and an offer to run one audit cycle on the platform.

A new product line needs its own category story and named accounts, and a benchmark gives the AE a reason to call a CAE that is not a cold pitch.

• Incumbent contracts lock buyers in

  Start with an audit area the incumbent covers poorly.

• HiringEnterprise Account Executive, Corporate: sells "Fieldguide's new Internal Audit AI platform" to internal audit teams at Fortune 1000 companies, engaging the Chief Audit Executive, using MEDDICC; reports to the Director of Sales, Corporate Internal Audit.Source
• HiringTwo Senior Product Marketing Managers (Risk Advisory; Corporate Internal Audit): positioning that "differentiates the product from competitors," personas, launches and sales enablement in "an environment where features ship often"; practitioners from internal audit, SOC or compliance are encouraged to apply.Source
• HiringCareers page: 51 open roles: Engineering, Product and Design 29, Sales and Marketing 12, Cost of Revenue 6, G&A 3, Executive 1. New product teams for Internal Audit and Tax Agents, engineering in Seoul, and EMEA roles (Director, Financial Audit, EMEA; Implementation Consultant and Product Support in the UK).Source
• Competitor researchCB Insights lists AuditBoard, Workiva and Cortea as DataSnipper's top competitors; MindBridge and Midship (SOX testing) are also named in the audit automation market.See the research Source

Register as a CPE sponsor (or partner with a registered sponsor), run a monthly CPE-eligible webinar per practice area on agentic audit topics, and follow up with practice-specific nurture and the maturity assessment.

CPE credit lifts registration and attendance among exactly the professionals who run engagements, and it turns the webinar series into a reason to come back.

• CPE rules constrain sales content

  Keep CPE sessions educational and run product sessions separately.

• HiringSenior Demand Generation Manager: owns webinars (thought leadership, product release, sponsored), nurture "by practice area, persona, and funnel stage," email, content syndication; partners with an ABM lead; drives demand around Catalyst, trade shows and field events.Source
• Your websiteSite: about 377 URLs (139 blog posts, 119 resources, 10 case studies). Existing assets include an AI maturity assessment (14 questions across seven readiness categories, six autonomy levels, a scorecard and playbook), "AI-native vs AI-decorated" and "build vs buy" guides, the Catalyst event, and partnership posts with BDO, Grant Thornton, Crowe BGK, CPA Canada, Thomson Reuters, Allinial Global and Mercia. There are no competitor comparison pages and no pricing page.Source
• Your websiteHomepage: "Build the agentic firm the next decade demands"; "More than half of the top 100 firms partner with Fieldguide"; client NPS 84, 55% fewer engagement hours, 50%+ better engagement realization. Named firms: Forvis Mazars, BerryDunn, Sanville & Co and Schellman. Products: Field Planner, Field Auditor, Field Reviewer, Field Financials, Field Orchestrator. CTA: Book a Demo.Source

Create an alliance package: member pricing, a member-only webinar and assessment benchmark, co-branded case studies from member firms, and a tracked referral link with fees, rolled out first with the two existing alliance partners.

Mid-sized firms trust their alliance more than any vendor. A package with member benefits and tracked referrals gives the new partnerships function a measurable channel quickly.

• Alliances endorse several vendors

  Lead with member-only value, not exclusivity.

• #4 A "Firms on Fieldguide" page that names the partners already announced, from BDO and Grant Thornton to CPA Canada

• HiringStrategic Partnerships Director: activate technology, methodology, referral and system-integrator partners; "Build and manage referral partner programs from scratch" with attribution for referral fees; drive referrals "across CPA alliances and networks."Source
• Your websiteSite: about 377 URLs (139 blog posts, 119 resources, 10 case studies). Existing assets include an AI maturity assessment (14 questions across seven readiness categories, six autonomy levels, a scorecard and playbook), "AI-native vs AI-decorated" and "build vs buy" guides, the Catalyst event, and partnership posts with BDO, Grant Thornton, Crowe BGK, CPA Canada, Thomson Reuters, Allinial Global and Mercia. There are no competitor comparison pages and no pricing page.Source
• Your websiteHomepage: "Build the agentic firm the next decade demands"; "More than half of the top 100 firms partner with Fieldguide"; client NPS 84, 55% fewer engagement hours, 50%+ better engagement realization. Named firms: Forvis Mazars, BerryDunn, Sanville & Co and Schellman. Products: Field Planner, Field Auditor, Field Reviewer, Field Financials, Field Orchestrator. CTA: Book a Demo.Source

Around each major accounting and audit conference and Catalyst, geofence the venues and hotels with display and online video, run DOOH near the venue, and retarget those devices and the firm accounts on LinkedIn for two weeks afterwards with the assessment and a peer story.

It concentrates spend where partners are already thinking about tools, and it supports the event team's booth and meetings instead of competing with them.

• Hard to attribute

  Use a holdout event and booth meeting codes.

• #2 Send pipeline stages back to Google, Microsoft and LinkedIn Ads so bidding optimizes for opportunities, not form fills

• HiringSenior Performance Marketing Manager: own paid search (Google, Microsoft), LinkedIn, programmatic, native, OLV and DOOH, landing pages and the website as a demand tool. "Our ambition is for paid to deliver 30 to 50% of high-quality MQLs and 30% of total pipeline. Today it delivers a fraction of that." "Our attribution is mid-rebuild" and "conversion optimization is coming back in-house."Source
• HiringSenior Demand Generation Manager: owns webinars (thought leadership, product release, sponsored), nurture "by practice area, persona, and funnel stage," email, content syndication; partners with an ABM lead; drives demand around Catalyst, trade shows and field events.Source
• Your websiteSite: about 377 URLs (139 blog posts, 119 resources, 10 case studies). Existing assets include an AI maturity assessment (14 questions across seven readiness categories, six autonomy levels, a scorecard and playbook), "AI-native vs AI-decorated" and "build vs buy" guides, the Catalyst event, and partnership posts with BDO, Grant Thornton, Crowe BGK, CPA Canada, Thomson Reuters, Allinial Global and Mercia. There are no competitor comparison pages and no pricing page.Source

Program Catalyst around customer firms presenting real results (hours saved, realization gains), record every session, and turn it into a webinar series, social clips, case studies and nurture content for the following quarter. Invite prospects by practice with tailored tracks.

Peers presenting results is the strongest proof in this market, and recorded sessions feed the webinar, social and nurture programs the new hires own.

• Customers will not share numbers

  Use relative results and practitioner stories.

• HiringSenior Demand Generation Manager: owns webinars (thought leadership, product release, sponsored), nurture "by practice area, persona, and funnel stage," email, content syndication; partners with an ABM lead; drives demand around Catalyst, trade shows and field events.Source
• Your websiteSite: about 377 URLs (139 blog posts, 119 resources, 10 case studies). Existing assets include an AI maturity assessment (14 questions across seven readiness categories, six autonomy levels, a scorecard and playbook), "AI-native vs AI-decorated" and "build vs buy" guides, the Catalyst event, and partnership posts with BDO, Grant Thornton, Crowe BGK, CPA Canada, Thomson Reuters, Allinial Global and Mercia. There are no competitor comparison pages and no pricing page.Source
• HiringSenior Social Media & Content Manager: turn releases, thought leadership and customer stories into "short form and serialized content," write recurring SME byline series; a Senior Motion Designer is also open.Source
• Your websiteHomepage: "Build the agentic firm the next decade demands"; "More than half of the top 100 firms partner with Fieldguide"; client NPS 84, 55% fewer engagement hours, 50%+ better engagement realization. Named firms: Forvis Mazars, BerryDunn, Sanville & Co and Schellman. Products: Field Planner, Field Auditor, Field Reviewer, Field Financials, Field Orchestrator. CTA: Book a Demo.Source

Create a rollout kit: a business case per practice using the firm's own results, a champion network in each region with shared dashboards, the transformation framework as the adoption plan, and a quarterly executive review that proposes the next practice or region.

Expansion inside the largest firms is the biggest revenue lever available, and a repeatable kit lets one director run a multi-region motion.

• Regional leaders resist central tools

  Lead with regional champions and local results.

• HiringGlobal Account Director: owns "1–3 named global strategic accounts" (the Big 4), mapping whitespace "across regions, subsidiaries, and business units."Source
• HiringDirector, Audit Transformation: lead firms "from traditional audit execution to an agentic operating model," with documentation "required to satisfy professional standards and withstand regulatory inspection" and a change-management framework. The Head of Deployed Engineering's FDEs build agents at "the world's largest audit firms," including verifiable citations from dense Excel workbooks.Source
• Your websiteHomepage: "Build the agentic firm the next decade demands"; "More than half of the top 100 firms partner with Fieldguide"; client NPS 84, 55% fewer engagement hours, 50%+ better engagement realization. Named firms: Forvis Mazars, BerryDunn, Sanville & Co and Schellman. Products: Field Planner, Field Auditor, Field Reviewer, Field Financials, Field Orchestrator. CTA: Book a Demo.Source

Publish a calculator: engagements per year by practice, average hours, staff mix and billing rates, in; hours freed, extra engagements without new hires and realization change, out, with the method and sources shown.

Firms are short of people, not demand, so capacity is the business case. A calculator converts the homepage claims into a number partners can take to their management committee.

• Overstated savings

  Show ranges and cite the source of each default.

• Your websiteHomepage: "Build the agentic firm the next decade demands"; "More than half of the top 100 firms partner with Fieldguide"; client NPS 84, 55% fewer engagement hours, 50%+ better engagement realization. Named firms: Forvis Mazars, BerryDunn, Sanville & Co and Schellman. Products: Field Planner, Field Auditor, Field Reviewer, Field Financials, Field Orchestrator. CTA: Book a Demo.Source
• Search resultsSeries C (February 2, 2026): $75M led by Goldman Sachs Alternatives Growth Equity with Geodesic, Bessemer, 8VC and Thomson Reuters; $125M raised in total at a $700M valuation. The release cites a capacity gap projected at about 600 million hours and more than $230B a year by 2030.Source
• HiringTwo Senior Product Marketing Managers (Risk Advisory; Corporate Internal Audit): positioning that "differentiates the product from competitors," personas, launches and sales enablement in "an environment where features ship often"; practitioners from internal audit, SOC or compliance are encouraged to apply.Source

Create a campaign and kit: short videos of staff at customer firms on what changed, a "we run on Fieldguide" badge for firm careers pages, and content on retention and busy-season hours for managing partners.

It sells to the managing partner's biggest worry, and every firm careers page that shows the badge advertises Fieldguide to auditors who will one day choose tools.

• Firms do not want to reveal tools

  Make the badge optional and lead with staff stories.

• Your websiteHomepage: "Build the agentic firm the next decade demands"; "More than half of the top 100 firms partner with Fieldguide"; client NPS 84, 55% fewer engagement hours, 50%+ better engagement realization. Named firms: Forvis Mazars, BerryDunn, Sanville & Co and Schellman. Products: Field Planner, Field Auditor, Field Reviewer, Field Financials, Field Orchestrator. CTA: Book a Demo.Source
• Search resultsSeries C (February 2, 2026): $75M led by Goldman Sachs Alternatives Growth Equity with Geodesic, Bessemer, 8VC and Thomson Reuters; $125M raised in total at a $700M valuation. The release cites a capacity gap projected at about 600 million hours and more than $230B a year by 2030.Source
• HiringSenior Social Media & Content Manager: turn releases, thought leadership and customer stories into "short form and serialized content," write recurring SME byline series; a Senior Motion Designer is also open.Source

Localize the financial audit story for UK standards, run a UK webinar series with Mercia, publish a UK firm case study, and run paid search and LinkedIn in the UK with UK landing pages.

The hires show EMEA is a priority; launching with a trusted local partner and local proof shortens the path to the first UK reference firms.

• US-centric content misfires

  UK practitioner review on every asset.

• HiringCareers page: 51 open roles: Engineering, Product and Design 29, Sales and Marketing 12, Cost of Revenue 6, G&A 3, Executive 1. New product teams for Internal Audit and Tax Agents, engineering in Seoul, and EMEA roles (Director, Financial Audit, EMEA; Implementation Consultant and Product Support in the UK).Source
• Your websiteSite: about 377 URLs (139 blog posts, 119 resources, 10 case studies). Existing assets include an AI maturity assessment (14 questions across seven readiness categories, six autonomy levels, a scorecard and playbook), "AI-native vs AI-decorated" and "build vs buy" guides, the Catalyst event, and partnership posts with BDO, Grant Thornton, Crowe BGK, CPA Canada, Thomson Reuters, Allinial Global and Mercia. There are no competitor comparison pages and no pricing page.Source

Publish a yearly index: distribution of firms by autonomy level, by size and practice, the most common gaps, and what leading firms did differently. Launch at Catalyst and brief accounting trade press.

It makes Fieldguide the reference for the shift it is selling, gives the press and alliances something to cite, and every reader is invited to take the assessment.

• Sample skews to engaged firms

  State the sample and segment results.

• #1 Make the AI maturity assessment the main CTA, and route each firm by its autonomy level into its own nurture and the right AE

• Your websiteSite: about 377 URLs (139 blog posts, 119 resources, 10 case studies). Existing assets include an AI maturity assessment (14 questions across seven readiness categories, six autonomy levels, a scorecard and playbook), "AI-native vs AI-decorated" and "build vs buy" guides, the Catalyst event, and partnership posts with BDO, Grant Thornton, Crowe BGK, CPA Canada, Thomson Reuters, Allinial Global and Mercia. There are no competitor comparison pages and no pricing page.Source
• Search resultsSeries C (February 2, 2026): $75M led by Goldman Sachs Alternatives Growth Equity with Geodesic, Bessemer, 8VC and Thomson Reuters; $125M raised in total at a $700M valuation. The release cites a capacity gap projected at about 600 million hours and more than $230B a year by 2030.Source
• HiringSenior Demand Generation Manager: owns webinars (thought leadership, product release, sponsored), nurture "by practice area, persona, and funnel stage," email, content syndication; partners with an ABM lead; drives demand around Catalyst, trade shows and field events.Source

Publish, per agent, which procedures it performs, which standards apply, what evidence and citations it leaves and where human judgment is required, and commission an independent review of the documentation approach. Make it the center of the AI-native positioning.

It turns risk, the main reason firms move slowly, into Fieldguide's differentiator against Excel add-ins and desktop-era tools, and it gives partners something to show their quality leaders.

• Public claims create liability

  Describe the documentation, not guarantees of inspection outcomes.

• HiringDirector, Audit Transformation: lead firms "from traditional audit execution to an agentic operating model," with documentation "required to satisfy professional standards and withstand regulatory inspection" and a change-management framework. The Head of Deployed Engineering's FDEs build agents at "the world's largest audit firms," including verifiable citations from dense Excel workbooks.Source
• Competitor researchDataSnipper: Excel-native audit automation founded in 2017 in Amsterdam, valued above $1B at its 2024 Series B, with Excel Agent, Disclosure Agents and DocuMine. Capterra rates Fieldguide and DataSnipper 4.7/5 each.See the research Source
• programmable.infoSite scan: customer logos include KPMG, RSM, Baker Tilly, BDO, CBIZ, Grant Thornton, Schneider Downs and Schellman; certifications listed are SOC 1, SOC 2, ISO 27001, HITRUST, PCI DSS and FedRAMP; nine news mentions in 30 days, the latest "Fieldguide Emphasizes Built-In AI Governance at KPMG Cyber Event."Source

Build a joint offer for Thomson Reuters' firm customers: an integration story, co-branded webinars, referral or resale terms and joint account planning for mid-sized firms.

Distribution through a trusted, existing vendor is the fastest way to reach the long tail of firms, and the investor relationship gives both sides a reason to make it work.

• Partner priorities shift

  Start with a narrow segment and clear joint targets.

• Search resultsSeries C (February 2, 2026): $75M led by Goldman Sachs Alternatives Growth Equity with Geodesic, Bessemer, 8VC and Thomson Reuters; $125M raised in total at a $700M valuation. The release cites a capacity gap projected at about 600 million hours and more than $230B a year by 2030.Source
• Your websiteSite: about 377 URLs (139 blog posts, 119 resources, 10 case studies). Existing assets include an AI maturity assessment (14 questions across seven readiness categories, six autonomy levels, a scorecard and playbook), "AI-native vs AI-decorated" and "build vs buy" guides, the Catalyst event, and partnership posts with BDO, Grant Thornton, Crowe BGK, CPA Canada, Thomson Reuters, Allinial Global and Mercia. There are no competitor comparison pages and no pricing page.Source
• HiringStrategic Partnerships Director: activate technology, methodology, referral and system-integrator partners; "Build and manage referral partner programs from scratch" with attribution for referral fees; drive referrals "across CPA alliances and networks."Source

Publish a toolkit: how firms reprice engagements when hours fall, fixed-fee models by practice, how to explain them to clients, and a calculator linking hours saved to fee models, presented with a firm pricing expert.

It answers the partner's hidden objection to efficiency, positions Fieldguide as an adviser to firm leadership and gives sales a conversation beyond features.

• Seen as business advice outside scope

  Present it with an independent expert.

• Your websiteSite: about 377 URLs (139 blog posts, 119 resources, 10 case studies). Existing assets include an AI maturity assessment (14 questions across seven readiness categories, six autonomy levels, a scorecard and playbook), "AI-native vs AI-decorated" and "build vs buy" guides, the Catalyst event, and partnership posts with BDO, Grant Thornton, Crowe BGK, CPA Canada, Thomson Reuters, Allinial Global and Mercia. There are no competitor comparison pages and no pricing page.Source
• Your websiteHomepage: "Build the agentic firm the next decade demands"; "More than half of the top 100 firms partner with Fieldguide"; client NPS 84, 55% fewer engagement hours, 50%+ better engagement realization. Named firms: Forvis Mazars, BerryDunn, Sanville & Co and Schellman. Products: Field Planner, Field Auditor, Field Reviewer, Field Financials, Field Orchestrator. CTA: Book a Demo.Source
• HiringTwo Senior Product Marketing Managers (Risk Advisory; Corporate Internal Audit): positioning that "differentiates the product from competitors," personas, launches and sales enablement in "an environment where features ship often"; practitioners from internal audit, SOC or compliance are encouraged to apply.Source

Offer accounting programs free classroom access with sample engagements and teaching materials on agentic audit, and invite top students to a Fieldguide case competition judged by customer firm partners.

It builds long-term preference among future auditors, gives customer firms a recruiting connection, and produces stories that matter to managing partners worried about talent.

• Academic cycles are slow

  Start with faculty who already work with customer firms.

• Search resultsSeries C (February 2, 2026): $75M led by Goldman Sachs Alternatives Growth Equity with Geodesic, Bessemer, 8VC and Thomson Reuters; $125M raised in total at a $700M valuation. The release cites a capacity gap projected at about 600 million hours and more than $230B a year by 2030.Source
• Your websiteHomepage: "Build the agentic firm the next decade demands"; "More than half of the top 100 firms partner with Fieldguide"; client NPS 84, 55% fewer engagement hours, 50%+ better engagement realization. Named firms: Forvis Mazars, BerryDunn, Sanville & Co and Schellman. Products: Field Planner, Field Auditor, Field Reviewer, Field Financials, Field Orchestrator. CTA: Book a Demo.Source
• HiringDirector, Audit Transformation: lead firms "from traditional audit execution to an agentic operating model," with documentation "required to satisfy professional standards and withstand regulatory inspection" and a change-management framework. The Head of Deployed Engineering's FDEs build agents at "the world's largest audit firms," including verifiable citations from dense Excel workbooks.Source

Publish a short monthly note per practice, written for auditors: what is new, which procedure it changes and a 60-second clip, sent to customer users and posted publicly as a changelog.

Adoption drives renewal and expansion in large firms, and a public changelog shows prospects the pace of improvement.

• Low open rates

  Send from the customer success manager.

• HiringTwo Senior Product Marketing Managers (Risk Advisory; Corporate Internal Audit): positioning that "differentiates the product from competitors," personas, launches and sales enablement in "an environment where features ship often"; practitioners from internal audit, SOC or compliance are encouraged to apply.Source
• HiringSenior Social Media & Content Manager: turn releases, thought leadership and customer stories into "short form and serialized content," write recurring SME byline series; a Senior Motion Designer is also open.Source
• HiringGlobal Account Director: owns "1–3 named global strategic accounts" (the Big 4), mapping whitespace "across regions, subsidiaries, and business units."Source