Basis

The Next Era of Accounting

Basis is an AI-powered platform that deploys autonomous agents specifically designed for accounting professionals. Built to handle the full spectrum of accounting work—from client accounting services (CAS) and tax preparation to audit and advisory—Basis transforms how firms operate by executing complex workflows end-to-end while maintaining the quality standards expected from experienced accountants.

What It Does

Basis runs in the background across your firm, automatically executing accounting workflows from start to finish. The platform delivers finished output ready for review, allowing accountants to shift from doing manual work to managing agents, applying professional judgment, and advising clients. With core modules purpose-built for CAS, Tax, Audit, and Advisory practice areas, Basis provides one unified platform that works across your entire firm.

Key Features & Capabilities

• End-to-End Workflow Execution: Agents handle complete accounting processes autonomously, updating teams at key decision points • Quality-Focused Output: Delivers work product at the level expected from experienced accountants, ready for professional review • Firm-Specific Adaptation: Conforms to your firm's standards, practices, and engagement requirements while adhering to foundational accounting principles • Cross-Practice Integration: Unified platform serving tax, audit, advisory, and CAS departments • Month-End Close Automation: Significantly reduces time required for client month-end close processes • Continuous Discovery: Teams regularly discover new use cases as they work with the platform

Who It's For

Basis serves accounting firms of all sizes—from solo practitioners to enterprises with 100+ employees—that are stretched thin with growing client demands, tightening margins, and insufficient experienced staff. The platform is trusted by leading firms including Wiss, BPB, UHY, and Clark Nuber.

The Core Problem It Solves

Accounting firms face a capacity crisis: more clients, more complex engagements, and not enough experienced accountants to handle the workload. Basis solves this by functioning as a force multiplier, giving teams the capacity to take on more clients and more sophisticated work without proportionally expanding headcount. The platform transforms doers into reviewers, enabling better work product, fewer review cycles, and teams focused on high-value advisory work that strengthens client relationships.

What Makes It Different

Unlike generic AI tools that only promise automation, Basis delivers on serving entire firms across multiple practice areas with agents accountants actually trust. The platform has secured $100M in Series B funding led by Accel and Google Ventures, reflecting strong confidence in its trajectory-defining impact on the accounting profession.