Basis
The next era of accounting: agents built specifically for accountants
Overview
Basis is one of the more well-capitalized entrants in the 'AI agents for accounting' space, with named clients like Wiss, UHY, and Pinion, and Wiss reportedly citing up to a 30% time reduction from using it. Rather than being a chatbot bolted onto existing software, it's positioned as a genuine agent platform that executes entire workflows — CAS, tax, audit, advisory — and hands back finished work for a human to review, which is a meaningfully different pitch from most 'AI copilot' accounting tools.
Because it's built for accounting firms rather than individual businesses, it's not a fit if you're looking for a tool to manage your own company's books — you'd engage it (or a firm that uses it) rather than buy a seat directly. It's also a young, fast-moving company (founded 2023) riding a wave of OpenAI-model-driven agent capability, so due diligence on reliability and firm references matters more here than with an established incumbent.
Key Features
Autonomous Workflow Execution: agents run structured accounting work in the background and deliver review-ready output.
CAS Module: automates client accounting services work for outsourced bookkeeping and controllership.
Tax Module: handles structured tax preparation workflows for firm clients.
Audit Module: supports audit engagement workflows with agent-driven execution.
Firm Customization: adapts to a firm's own standards, practice areas, and engagement types.
Capacity Expansion: lets firms take on more clients or more complex engagements without proportional headcount growth.
Pricing
Starting price
Custom pricing only, contact sales
Custom / Contact Sales: Basis does not publish pricing; cost is negotiated per firm based on size, modules, and engagement volume.
Disclaimer: pricing may change, confirm on Basis's own pricing page before buying.
Pros
Well-funded and credible: $100M Series B from Accel, GV, and Khosla Ventures signals strong investor confidence.
Real firm adoption: in use at named firms including Wiss, UHY, and Pinion with reported time savings.
End-to-end automation: agents execute full workflows rather than just assisting with individual tasks.
Broad coverage: spans CAS, tax, audit, and advisory rather than a single niche.
Cons
Firm-facing only: not accessible as a self-serve tool for individual businesses.
No public pricing: requires direct engagement to learn cost.
Young company: founded in 2023, so long-term track record and reliability at scale are still being proven.
What Makes It Unique
Agent-first architecture: Basis is built around autonomous agents completing full accounting workflows, not just an AI feature layered onto existing practice-management software.
Kay Score
7.2
/ 10
Tool Information
Pricing
Custom pricing only, contact sales
Category
Finance & Accounting
Platform
Web / iOS / Android
Last Updated
