Basis provides a unified platform with specialized AI agents designed for accounting workflows across CAS, Tax, Audit, and Advisory practices. This platform streamlines firm operations, significantly saving time and improving efficiency for accounting professionals. By automating routine tasks, Basis empowers teams to concentrate on higher-value advisory and client service work.
Funding
$37.6M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
+3Founders
Product
Problem
Accounting firms face challenges with labor-intensive tasks such as tax research, document management, and month-end closing, which can lead to inefficiencies and potential inaccuracies. Existing software solutions often lack the adaptability to handle diverse client engagements and fail to integrate seamlessly with established accounting workflows.
Solution
Basis provides an AI platform designed to augment accounting professionals with AI agents capable of learning, reasoning, and acting within existing accounting systems. The platform onboards onto accounting engagements and adapts its intelligence to the specific requirements of each project. By integrating with existing ledgers, file systems, and other tools, Basis automates workflows, enhances accuracy, and frees up accountants to focus on higher-level advisory services. The AI agents learn from each engagement, improving their performance and providing increasingly valuable assistance over time.
Target Audience
The primary target audience is accounting firms seeking to improve efficiency, accuracy, and client service through the application of artificial intelligence.
Features
- AI agents that learn and adapt to specific accounting engagements
- Integration with existing accounting systems, including ledgers and file systems
- Automation of tax research, document workflows, and month-end close tasks
- Reasoning capabilities to identify and resolve complex accounting issues
- Proactive assistance to accountants, suggesting actions and identifying potential errors