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Basis

Paid
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AI agents built for accountants that automate tax, bookkeeping, and client deliverables across major accounting tools.

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Categories
AI Accounting

What is Basis?#

Basis builds AI agents specifically for accountants. The agents handle tax prep, bookkeeping, and client workpapers across QuickBooks, Xero, and major accounting platforms.

What can Basis do?#

  • 01

    AI agents for accountants

    Agents built specifically for accounting practice workflows.

  • 02

    CAS, Tax, Audit and Advisory modules

    Core modules aligned to each practice area of an accounting firm.

  • 03

    Agents that do the work

    Automate month-end close and accounting tasks so doers become reviewers.

  • 04

    Revenue capacity expansion

    Help the firm serve more clients without proportional staffing.

  • 05

    Firm-wide platform

    One platform used across tax, audit, advisory and CAS practices.

Use Cases#

  • accounting firms — Deploy AI agents across tax, audit, advisory and CAS in a single platform.
  • CAS departments — Shorten month-end close by letting agents handle routine bookkeeping steps.
  • tax teams — Hand off document verification and prep work to agents so reviewers can focus on value-add work.
  • firm partners — Expand revenue capacity without hiring by having doers graduate into reviewers.

Quick facts about Basis#

Pricing
Starter$100/mo
as of Apr 17, 2026View official pricing
Platforms
Web

Basis Traffic Analysis

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