Basis is an AI agent platform built for accountants. It takes on long, complex accounting workflows end to end, from data intake to workpapers, so firm staff start at the review stage instead of doing the preparation.

Key features:

Runs the month-end close for every client account, even with messy data.
Prepares full tax returns from client intake to review-ready workpapers.
Executes audit testing and cites evidence behind each conclusion.
Performs the full close for in-house corporate accounting teams.
Offers a dedicated version for small firms.

Basis serves firms from solo practitioners to large practices, as well as in-house accounting teams, across CAS and advisory, tax, audit and corporate accounting. Customers include firms such as UHY, Wiss and Clark Nuber. Access is through a demo request or waitlist rather than self-serve signup, and pricing is available on request.