Filed
Black Ore
Trullion
Numeric
FloQast
What is Basis?
Founded in 2023 and based in New York, Basis builds AI agents for accounting firms and corporate accounting teams. It handles multi-step CAS, tax, audit and close work for human review.
Basis is an AI agent platform for accounting work, not a replacement general ledger. Its agents take on long-horizon workflows such as month-end close, tax return preparation, audit testing and corporate accounting, then return review-ready outputs. The platform is designed so accountants can begin with review rather than manually coordinating every step. Its stated scope covers messy client data, source documents, reconciliations, workpapers and evidence-backed conclusions.
The product spans client accounting services, tax, audit and corporate accounting. Basis says it can prepare returns from intake through review-ready workpapers, run close workflows, create complex journal entries, debug reconciliations and execute audit procedures with cited evidence. The breadth is notable, but public materials do not provide a complete named integration matrix, detailed packaging or independent review history. Outputs remain subject to professional review.
Basis is aimed at accounting firms and corporate accounting teams with repeatable, complex processes, including firms using it across multiple practices. The company highlights customers such as Wiss, UHY, Boulay and Clark Nuber, while its site offers demos and waitlist access rather than self-service signup. Pricing is not public, so buyers should expect a quote-based subscription and a sales-led evaluation focused on workflow scope, implementation and access.
Key features
Month-end close
Runs client and corporate close workflows across complex accounting data.
Tax return preparation
Moves from client intake through review-ready tax workpapers.
K-1 processing
Handles large K-1 sets as part of partnership tax workflows.
Reconciliation support
Helps debug difficult reconciliations and prepare related accounting work.
Journal entry drafting
Creates complex journal entries for accountant review.
Audit testing
Executes testing and cites evidence behind conclusions.
Firm procedures
Supports repeatable accounting procedures and firm-specific workflows.
Basis pricing
Basis does not publish pricing, paid entry points or standard tiers. The current buying path is sales-led, with buyers directed to request a demo or join the waitlist. No third-party benchmark price is provided in the supplied evidence.
| Plan | Price | What's included |
|---|---|---|
| Platform | Custom | AI agents for CAS, tax, audit and corporate accounting workflows |
Free trial: No public free trial; access begins through a demo or waitlist.
Pros & cons
Pros
- Covers CAS, tax, audit and corporate accounting in one platform.
- Returns source-cited work and evidence for professional review.
- Supports firm-specific procedures and repeatable workflows.
- Lists SOC 2 Type II, ISO 27001 and ISO 42001 certifications.
Cons
- Pricing and standard package details are not public.
- There is no public self-service trial.
- The company does not publish a complete named integration matrix.
- AI-generated work still requires accountant or auditor review.
Who is Basis best for?
- Accounting firms managing complex, repeatable CAS, tax or audit workflows.
- Tax teams processing large partnership returns and K-1 sets.
- CAS practices seeking agent-assisted month-end close work.
- Corporate accounting teams evaluating multi-step close automation.
Use cases
Integrations
Notable customers
Frequently asked questions
How much does Basis cost?
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Basis does not publish pricing, paid entry points or standard tiers. Buyers request a demo or join the waitlist, so the commercial proposal is quote-based.
How long does Basis take to implement, and how does it work?
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Basis uses agents to run multi-step accounting workflows and return work for human review. Public materials do not specify implementation timelines, so buyers need to confirm onboarding scope during evaluation.
How does Basis compare with Filed?
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Basis spans CAS, tax, audit and corporate accounting, including close, reconciliations and audit testing. Filed focuses on tax preparation, source-document review and tax planning for accounting firms.
What does Basis integrate with?
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Basis is designed to work with client ledgers and accounting environments, but the company does not publish a complete list of named integrations. Buyers should validate ledger, document and workflow compatibility during the demo.
Who is Basis for?
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Basis is built for accounting firms and corporate accounting teams handling complex, repeatable work. Its stated use cases include CAS, tax preparation, audit testing, corporate close and accounting procedures.
Is Basis secure and accurate?
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Basis lists SOC 2 Type II, ISO 27001 and ISO 42001 certifications. Its workflows produce source-cited outputs and audit evidence, but professional review remains part of the operating model.
Sources
Facts and pricing verified on October 19, 2026. Vendors change pricing often, so confirm with Basis before buying. How we research
