End-to-end workflow execution
Basis runs accounting workflows in the background, handling execution end to end and surfacing progress only at key stages so accountants can review completed work instead of stepping through every task manually.
Basis
Basis is an AI accounting platform that runs end-to-end workflows for firms and in-house teams, then hands completed work to accountants for review. It focuses on CAS, tax, audit, advisory, and related accounting operations.
What Basis does
Basis is an AI platform for accounting firms. It builds agents that do real accounting work end to end, with a stated focus on CAS, tax, audit, advisory, and in-house accounting teams. The product positions itself as a way to turn accountants from primary doers into reviewers while the system handles execution in the background.
According to the site, Basis is designed to adapt to each firm’s standards and engagement context, then deliver finished work ready for review. The company says its agents run autonomously for extended periods, collaborate with accountants at key decision points, and produce outputs that fit the standards clients expect.
Core capabilities
Practice-area coverage
The product is built around separate modules for CAS, tax, audit, and advisory, giving firms a way to apply the platform across practice areas rather than a single narrow use case.
Firm-specific workflow adaptation
Basis says it conforms to each firm’s standards, practice, and engagement context, so the same system can adapt to different workflows and output expectations.
Review-ready deliverables
Completed work is delivered in a review-ready state, with the intention that accountants spend more time applying judgment, correcting exceptions, and advising clients.
Traceable execution
The security page states that agent actions are logged and auditable, and that AI steps show sources, changes, and rationale, which supports oversight in regulated work.
Security controls for sensitive data
Security details include full tenant separation, no model training on customer data, encrypted storage, MFA, and US-only hosting.
Where Basis fits
Client services accounting
A firm can use Basis across client services accounting to offload repetitive execution while accountants review completed work and handle exceptions.
In-house accounting
In-house accounting teams can use the platform to process operational accounting work while keeping review and judgment inside the finance function.
Tax preparation and planning
Tax teams can apply Basis to preparation and planning workflows where standardized execution and reviewer oversight matter.
Audit and assurance
Audit and assurance teams can use Basis for work that benefits from logged actions, traceable steps, and outputs prepared for review.
Firm-wide deployment
Multi-practice firms can apply the same platform across CAS, tax, audit, and advisory instead of using separate point tools for each area.
Pros and Cons
Pros
- Built specifically for accounting workflows rather than generic office automation.
- Covers multiple practice areas, including CAS, tax, audit, advisory, and in-house accounting.
- Positions accountants as reviewers, which can preserve human judgment while reducing manual execution work.
- Security page provides concrete controls, including SOC 2 Type II, ISO 27001, ISO 42001, encryption, MFA, and auditable actions.
- Outputs are described as review-ready and aligned to firm standards.
Cons
- The site does not publish pricing or plan structure.
- Supported integrations are not listed on the pages provided.
- The product appears to require a waitlist or direct contact for access, so availability is not self-serve from the public site.
FAQ
Who is Basis for?
Basis is designed for accounting firms and accounting teams that want agents to execute accounting workflows and return work for review. The site says it is used across CAS, tax, audit, advisory, and in-house accounting contexts.
How does Basis fit into an accounting workflow?
The site describes Basis as running in the background, executing accounting workflows end to end and updating users at key stages before delivering finished output for review.
Is pricing public?
The source does not list a public pricing page or plan details. The site instead points visitors to join the waitlist or get in touch.
What kind of output does Basis produce?
Basis says its agents are built for accountants, conform to firm and engagement standards, and adapt to the specific context of the work. The site also says outputs are delivered ready for review.
What security controls does Basis mention?
Basis says it does not store credentials, uses revocable tokens, encrypts data in transit and at rest, logs agent actions, and does not use customer data to train AI models.
Quick Facts
- Category
- AI accounting platform
- Primary users
- Accounting firms and accounting teams
- Core workflow
- Autonomous agents execute accounting work and hand finished output to accountants for review
- Source domain
- getbasis.ai
- Access model
- Join the waitlist or get in touch
- Security notes
- SOC 2 Type II, ISO 27001, ISO 42001, no model training on customer data
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