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.”
About Elevate
At Elevate, we partner with professional services firms to transform them into industry leaders. Our model streamlines operations, enhances financial performance, and unlocks new growth opportunities, creating lasting value for founders, employees, and clients. Our specialty and expertise lie in empowering firms to thrive in a competitive landscape through strategic integration and innovative systems while preserving their legacy.
About Fieldguide
Fieldguide is the leading transformation partner for agentic audit and advisory services firms. We help the industry’s most demanding teams build the agentic firm: an operating model where practitioners direct every engagement and Field Agents execute and orchestrate the work end to end. Already trusted by many leading firms, including 8 of the top 10 globally, Fieldguide combines practitioner-built methodology with production-grade AI, certified to AIUC-1 and ISO 42001 standards. Firms that utilize Fieldguide tools unlock 10x growth potential, practitioners spend more time on judgment and client relationships, and clients get sharper answers, not just faster ones. Expertise, amplified. Learn more at www.fieldguide.com.
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