Elevate Selects Fieldguide to Bring Agentic AI to Visionary Professional Service Firms

Elevate Selects Fieldguide to Bring Agentic AI to Visionary Professional Service Firms

SAN FRANCISCO, November 10, 2026 — Elevate, LLC, an operator-led platform of accounting and advisory firms, and Fieldguide, the leading transformation partner for agentic audit and advisory, today announced an AI strategic technology collaboration. This move brings Fieldguide into the technology stack Elevate is implementing across its operating platform, with plans to roll it out to all platform firms, starting with TYS and Gilmore Advisors.

With this action, TYS and Gilmore Advisors practitioners will use Fieldguide’s Field Agents across their audit, advisory, and consulting engagements. Practitioners leading each engagement will direct the agents through document review, evidence matching, and workpaper preparation activities, then review and build on what the agents produce, resulting in a more thorough analysis, better-supported recommendations, and more time with clients on the issues that matter to them.

“Firms within the $3 million to $15 million revenue range have had few ways to invest in modern technology and operational change on their own. Elevate exists to give them that technology support,” said Sanjay Agarwal, CEO of Elevate. “A unified stack, chosen with intent and with Fieldguide tools as part of it, is how we raise proficiency and impact across every firm we work with, and how we expect them to be stronger and continue to grow.”

“Technology only changes a firm when everyone actually uses it, so we chose one AI-native stack, and we are pairing it with operational change management,” said Sean McLean, Chief Digital Officer at Elevate. “Fieldguide’s Field Agents take on the document review and evidence development work that fills so much of an engagement, which gives our practitioners more time for review and judgment.” Elevate supports each platform firm’s rollout with training and change management so practitioners can insert sophisticated tools into how they work.

“Elevate has made specific technology decisions for its various platform firms and is backing it with the change management training and resources that it takes to make it stick,” said Jin Chang, Co-Founder and CEO of Fieldguide. “When a whole stack is adopted together, Field Agents become part of how every practitioner performs. We’re glad Elevate made Fieldguide part of that decision.”