Basis
AI agents that automate accounting workflows for tax, audit, and advisory work with human-in-the-loop review.
What is Basis?
Basis is an AI accounting platform that helps accounting firms automate structured workflows using agent-based AI. Founded in 2023, the platform executes multistep financial processes using large language models combined with rules-based controls and domain-specific accounting logic. Basis agents can ingest data from client documents, accounting systems, and enterprise tools, then analyze records, extract relevant fields, perform calculations, and apply validation rules. Human accountants review and approve outputs to maintain compliance throughout the process. The company raised $100M in Series B funding in February 2026 at a $1.15B valuation, making it the first fintech unicorn dedicated to AI for accounting.
Best for: Accounting firms · Tax preparation automation · CPA firm workflows · Enterprise compliance
Developer Stack Fit
Quick read on where Basis fits in a software team's AI stack. Validate final fit against your codebase, data policy, and deployment model.
- Stack layer
- Secondary/general AI
- Deployment model
- Cloud SaaS
- Open-source status
- Not confirmed
- API support
- API or integration-friendly
- MCP support
- No MCP signal found
- Security posture
- Stronger controls worth validating
- Best use case
- Accounting firms
Key Features
- 01
Agent-based automation for tax, audit, and advisory workflows
AI agents purpose-built for accounting workflows
- 02
Multi-step financial process execution with LLMs
Automated tax return preparation
- 03
Data ingestion from documents, accounting systems, and ERPs
Human-in-the-loop maintains compliance and accuracy
- 04
Document classification and intelligent data extraction
A core automation capability that teams use daily.
- 05
Variance analysis across financial statements
A core automation capability that teams use daily.
- 06
Automated workpaper generation and reconciliation
A core automation capability that teams use daily.
- 07
Compliance frameworks with full audit trails
A core automation capability that teams use daily.
- 08
Integration with QuickBooks, Xero, and major accounting software
A core automation capability that teams use daily.
- 09
Cross-referencing across multiple financial statements
A core automation capability that teams use daily.
- 10
Validation rules for accounting standards (GAAP, IFRS)
A core automation capability that teams use daily.
- 11
Human-in-the-loop review and approval workflow
A core automation capability that teams use daily.
- 12
Structured outputs aligned with firm documentation standards
A core automation capability that teams use daily.
Pros & Cons
What stands out
- Purpose-built for accounting firm workflows
- Reduces manual work on repetitive accounting tasks
- Used by 30% of top 25 accounting firms
- Human oversight maintains accuracy and compliance
- Integrates with major accounting software
- $100M Series B at $1.15B valuation shows strong investor confidence
Watch outs
- Primarily designed for accounting firms, not individuals
- Custom pricing requires contacting sales
- Requires technical setup and firm-wide onboarding
- Limited public information on exact pricing
- Focused on specific accounting use cases only
Pricing Plans
Basis Pricing
Choose the perfect plan for your needs. All plans include our core features with different usage limits and advanced capabilities.
Trial
Professional
Need a Custom Solution?
Looking for enterprise features or custom pricing? Contact Basis directly for tailored solutions.
Contact SalesMost teams land on the Trial plan.
Alternatives
FAQ
What is Basis and how does it work?
Basis is a automation tool that ai agents that automate accounting workflows for tax, audit, and advisory work with human-in-the-loop review.. It uses AI to help users improve productivity through analyzing input and generating relevant output.
How much does Basis cost?
Basis starts at $0/month. They offer a free trial so you can test it before committing.
Does Basis have a free trial?
Yes — 14-day free trial
What can Basis do?
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Basis
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