Basis

About

Basis is a $1.15B-valued AI accounting platform that provides purpose-built agents for accounting firms across CAS, tax, audit, and advisory practice areas. Backed by $100M+ in funding, Basis is transforming how Top 100 accounting firms operate by automating complex workflows that previously required senior accountants. The platform handles everything from month-end close processes to tax preparation and audit procedures, with agents that understand accounting standards, can navigate multi-entity structures, and maintain full audit trails. Major firms like Wiss, UHY, Clark Nuber, and BPB are already using Basis in production, reporting significantly reduced close times and the ability to focus on higher-value advisory work. Unlike generic AI tools adapted for accounting, Basis was built from the ground up for the profession.

Features

• •Purpose-built AI agents for CAS, tax, audit, and advisory
• •Automated month-end close process acceleration
• •Tax preparation and compliance automation
• •Full audit trail and decision logging
• •Multi-entity and multi-jurisdiction support
• •Understanding of accounting standards (GAAP, IFRS)
• •Firm-wide deployment across practice areas
• •Workflow automation with human-in-the-loop controls
• •Client onboarding and engagement management
• •Integration with existing accounting software stack

Use Cases

• •Top 100 accounting firms automating CAS workflows to reduce close times
• •Tax practices accelerating preparation while maintaining compliance
• •Audit teams streamlining procedures with AI-assisted evidence gathering
• •Advisory teams freeing up capacity by automating routine accounting work
• •Growing firms scaling capacity without proportional headcount increases