Basis
Overview
Added 03-24-2026
Basis deploys AI agents that handle accounting workflows end-to-end while you focus on the fun stuff. These agents work in the background and deliver finished outputs ready for review at the quality level of experienced accountants. Accounting firms drowning in grunt work finally get to shift their teams from doing tedious tasks to managing agents and advising clients.
Key Features
- Runs accounting workflows completely in the background automatically
- Delivers review-ready outputs at experienced accountant quality levels
- Adapts to your firm's specific standards and practices
- Covers CAS, tax, audit, and advisory practice areas
- Turns your accountants into reviewers instead of doers
Use Cases
- Automate month-end closes without losing sleep over deadlines
- Handle tax preparation while your team focuses on planning
- Process audit workflows so humans can apply judgment
- Manage CAS engagements with fewer late nights at office
- Take on more clients without hiring more people
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