New York, NY
2023
Not Provided
Basis is accounting ai that executes complex work across tax, audit, CAS, and other accounting workflows. Its purpose-built agents review source files, structure data, apply firm procedures, complete multi-step preparation work, and return review-ready outputs with exceptions and supporting evidence surfaced.
Unlike general-purpose ai, point solutions, or workflow software that only stores and routes work, Basis runs the job. Its agents understand accounting context and work within each firm’s procedures, templates, and review standards. Accountants keep control of judgment, review, and final approval.
Firms can use Basis to support:
– Month-end close
– Reconciliations and journal entries
– Client accounting workflows
– Tax workpapers and partnership tax workbooks
– Audit and assurance procedures
– Technical accounting memos
– Analysis, documentation, and other recurring or ad hoc engagement work
Basis helps firms expand capacity without adding headcount at the same rate. Teams spend less time collecting, rekeying, reconciling, and formatting data. They spend more time reviewing exceptions, applying judgment, serving clients, and identifying advisory opportunities.
The platform also helps firms standardize how work gets done. Basis applies firm procedures, templates, and review criteria across teams and engagements. Accountants can delegate work, monitor progress, resolve exceptions, review supporting evidence, and approve deliverables in one governed system.
Basis states that customer data is not used to train AI models. Firm and client data is isolated and encrypted, access is protected with MFA, and every agent action is logged for review. https://www.getbasis.ai/security
For firms ready to move beyond AI experimentation, Basis is not another assistant. It is an accounting context and execution layer built for production work across the firm. The strongest fit is a firm that wants to scale AI across multiple practice areas while keeping accountants in control of standards, quality, and client outcomes.
All Firm Sizes
CAS / Client Accounting Services Leader; Innovation Lead / Digital Transformation Lead; Tax, Audit Partners; Technology Director / IT Lead
Custom Pricing
sales@getbasis.com
2023
Not Provided
Not Provided
CEO, Wiss
Chief Information Officer, Boulay
Partner, Clark Nuber
Basis builds AI agents that complete accounting workflows end to end and return finished work for accountant review.
Basis positions the platform across CAS, tax, audit, advisory, CFO advisory, assurance, client accounting services and core accounting workflows.
No. Basis explicitly contrasts its approach with a chatbot bolted onto accounting data and positions itself as workflow-native accounting agents.
Basis offers partnership tax workbooks, complex journal entries, difficult reconciliations, technical accounting memos, month-end close work and broader practice-area workflows.
Basis positions accountants as reviewers and managers of agents who apply judgment, verify outputs and advise clients.
Basis offers SOC 2 Type II, ISO 27001 and ISO 42001 certification, no model training on customer data, auditable agent actions, tenant isolation, MFA, encryption at rest and in transit, and US-only hosting.
Validate workflow coverage, review controls, source traceability, data access, ERP/document inputs, output quality, exception handling, implementation effort and practice-area rollout sequence.
Innovation leaders, technology leaders, managing partners, CAS leaders and practice leaders responsible for capacity, quality, staff leverage and AI strategy.
