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2023
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Basis is an AI-agent platform that helps accounting firms automate real accounting work across CAS, tax, audit, advisory, bookkeeping, assurance, and finance workflows. Built specifically for accountants, Basis gives firms a new operating layer where AI agents complete structured work end to end, surface progress and exceptions, and deliver outputs for professional review.
Instead of adding another generic productivity tool to the tech stack, Basis is designed around the judgment, standards, documentation, and workflow patterns that define accounting practice. Key workflows Basis can support include:
– Month-end close
– Reconciliations
– Journal entries
– Client accounting workflows
– Partnership tax workbooks
– Technical accounting memos
– Assurance workflows
– Analysis, documentation, and other engagement tasks that require context-aware execution rather than simple prompting
The value for firms is not replacing professional judgment; it is giving accountants trusted agents that can handle more of the repeatable work so teams can focus on review, quality, client service, and higher-value advisory conversations.
Basis is built for firm-wide use, with practice-area agents that adapt to how accounting teams work and support a shift from manual execution to agent management. Accountants can use Basis to delegate work, monitor progress, review outputs, and apply final judgment before deliverables move forward. This makes the platform especially relevant for firms facing:
– Talent constraints
– Margin pressure
– Growing client expectations
– Demand for faster turnaround without sacrificing quality
Basis also puts emphasis on enterprise-grade trust and control. The company states that customer data is not used to train AI models, every agent action is logged and auditable, and firm and client data is isolated, encrypted, and protected with MFA.
For firms evaluating AI beyond experimentation, Basis is best understood as an accounting-specific automation platform for production workflows, not a general assistant. The strongest fit is an accounting firm that wants to build AI capacity into day-to-day service delivery across multiple practice areas while keeping accountants in control of standards, review, and client outcomes.
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2023
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All Firm Sizes
CAS / Client Accounting Services Leader; Innovation Lead / Digital Transformation Lead; Technology Director / IT Lead
Custom Pricing
2023
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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 bookkeeping 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 works for firms of all sizes from solo practitioners to enterprise companies.
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.
