Basis

Founded by Mitchell Troyanovsky in 2023

An AI-native platform that provides accounting firms with "agentic" assistants capable of autonomously executing end-to-end workflows like month-end closes, tax preparation, and audit testing.

Cost

Demo

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use Basis to automate complex accounting tasks across your entire firm. It handles bookkeeping, tax preparation, audit procedures, and advisory work from start to finish. The AI agents execute workflows in the background and deliver completed work ready for review. You can set up agents for client services, in-house accounting, tax planning, and audit assurance. Your team shifts from doing manual work to reviewing completed tasks, allowing you to take on more clients and complex engagements while maintaining quality standards.

What Basis does

Set up automated bookkeeping workflows for new clientsReview AI-completed tax preparation workConfigure audit procedures and compliance checksManage client advisory service deliverablesMonitor automated month-end close processesApprove financial reports generated by AI agentsTrain AI agents on firm-specific accounting standardsCoordinate workflow handoffs between practice areasExecutes complete accounting workflows automaticallyDelivers finished work ready for reviewAdapts to your firm's specific standards and practicesHandles client services and in-house accountingAutomates tax preparation and planning tasksManages audit and assurance proceduresReduces month-end close time significantlyWorks across multiple practice areas in one system

Frequently asked

Xero

QuickBooks Sage

Sage

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