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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 of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.