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Financial Advisory  + RIAs & Financial Advisors  + Wealth Management  | 
LSL CPAs Adopts Fieldguide AI Platform to Modernize Audit Workflows

LSL CPAs Adopts Fieldguide AI Platform to Modernize Audit Workflows

LSL CPAs has selected Fieldguide to modernize its financial audit practice, signaling continued momentum for AI-driven transformation across the accounting sector.

LSL will implement Fieldguide’s end-to-end engagement platform across its audit workflows, consolidating planning, client collaboration, testing and reporting into a unified system. The platform leverages embedded AI agents to automate time-intensive processes while maintaining oversight and control.

“We don’t see AI as an efficiency tool; we see it as a way to rethink the audit workflow for both our team and our clients,” said Bryan Gruber, Managing Partner at LSL. “By embedding AI into the core workflow, we’re removing friction from the process, giving our auditors more meaningful work, and delivering a more connected, insight-driven experience for our clients.”

Fieldguide’s platform is designed to streamline document review, evidence matching and workpaper preparation, helping firms improve consistency and accelerate delivery timelines. The approach aligns audit execution more closely with evolving client expectations around transparency and speed.

“LSL is taking a thoughtful approach to modernizing audit by investing in AI to improve how work gets done across the entire engagement,” said Jin Chang, CEO and Co-founder of Fieldguide. “By embedding agentic AI into their workflows, they’re building a foundation for more consistent delivery, stronger insights, and a better overall experience.”

The partnership comes as Fieldguide continues to scale following its recent $75 million Series C funding led by Goldman Sachs.

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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