Basis
AI agents for accounting and tax professionals
Executive Summary
Basis is an AI platform built specifically for accounting firms and CPA practices. It deploys autonomous AI agents designed to handle core accounting operations, including financial statement preparation, tax return workpapers, trial balance reconciliations, and expense tracking. By integrating directly into existing accounting software, tax engines, and practice management tools, Basis automates tedious data compilation and cross-referencing. This allows accounting professionals and firm staff to focus on high-level review, advisory, and client relationships while increasing throughput and accuracy across firm deliverables.
Use Cases
- Automating workpaper preparation and trial balance tie-outs
- Tax return data extraction and workpaper generation
- Financial statement compilation and variance reporting
- Categorization and reconciliation of client transactions and expenses
Features
Visibility
- Engagement Status Tracking: Real-time tracking of agent task completion and human reviewer sign-offs across all active client accounts.
- Workpaper Binders: Organized digital binders linking source documents directly to financial line items.
Intelligence
- AI Tax & Accounting Workpapers: Automates complex calculation workpapers and references supporting source materials.
- Anomaly Detection: Automatically flags unexplained variances, unusual ledger postings, or missing supporting documentation.
Support
- Dedicated Firm Success Manager: Direct access to implementation specialists for firm onboarding and workflow setup.
- Professional Onboarding & Training: Customized training sessions tailored to accounting and tax staff workflows.
Technical Specifications
- Architecture
- Cloud-native SaaS architecture leveraging fine-tuned domain-specific LLM agents and enterprise security controls
- Deployment
- SaaS
- Authentication
- SSO/SAML, MFA, OAuth/OIDC
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
AI/ML Stack
- Proprietary accounting LLM agents
- Fine-tuned domain models
- RAG architecture
Integrations
- QuickBooks
- Xero
- Drake Tax
- UltraTax CS
- CCH Axcess
- Karbon
- Canopy
Security & Compliance
Certifications: SOC 2 Type II
Encryption: AES-256 encryption at rest, TLS 1.3 encryption in transit
Pricing
- Model
- Subscription
- Starting Price
- Contact sales
- Target Customer
- Mid-Market,Enterprise
- Contract Type
- Annual
- Free Trial
- No (no credit card required)
About Basis
Basis (getbasis.ai) is a technology company specializing in AI agents for accounting and finance. They develop long-horizon AI agents that automate financial statements, tax returns, and expense tracking.
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