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Basis

Basis

AI agents for tax, audit, close, and advisory accounting workflows

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What this product helps you do

Basis is a sales-led agent platform built specifically for accounting teams and firms. Its agents apply approved methodology, prior work, client context, templates, and review standards to long-running workflows. Current solution pages cover tax intake and workpapers, CAS transaction coding and month-end close, audit planning and fieldwork, corporate accounting, and small firms. The product keeps sources, assumptions, calculations, confidence, exceptions, and feedback visible so practitioners can review the work rather than treating the agent output as a final conclusion.

Problems it solves

  • Tax, audit, and close teams spend large amounts of time on repetitive preparation
  • Client data, prior decisions, and firm methodology are scattered across files and systems
  • Inconsistent first-pass work creates rework and repeated review cycles
  • Accountants need automation that exposes sources, calculations, confidence, and exceptions
Best for
CPA and accounting firmsTax compliance and planning teamsAudit and assurance practicesCAS, advisory, and corporate accounting teams

Basis provides AI agents for accounting workflows across tax, audit, CAS, advisory, and corporate teams. Agents perform a first pass using firm methodology and client context, keep evidence and calculations inspectable, and route exceptions to practitioners.

Pricing is custom and the public site uses a demo or waitlist motion. Buyers should evaluate implementation, integrations, review controls, engagement scope, and professional responsibility before deployment.

Information

DeveloperBasis AI
Languagesen
Pricing modelcustom
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