Product overview
What is Basis?
Basis builds AI agents for accounting firms. Its agents perform accounting work end to end across client accounting services, tax, and audit, allowing professionals to review completed outputs and apply judgment rather than manually executing every step.
The platform is designed around firm, practice, and engagement standards. Agents run workflows in the background, provide updates at important stages, and return work for review. Basis positions this model as a way for accounting firms to increase delivery capacity without separating automation from established professional processes.
Core Features
- Accounting agents: Agents are designed specifically for professional accounting work.
- End-to-end execution: Workflows run through completion before reviewer handoff.
- Practice coverage: Supports client accounting services, tax, and audit workflows.
- Background operation: Agents continue work while accountants handle other priorities.
- Review workflow: Completed work is prepared for professional review and judgment.
Use Cases
- Client accounting services: Firms automate repeatable CAS workflows.
- Tax operations: Teams delegate defined tax work to accounting agents.
- Audit preparation: Auditors receive completed workflow outputs for review.
Frequently Asked Questions
Who uses Basis?
Basis is built for accounting firms and their professional teams.
Does Basis replace professional review?
The site describes a workflow that turns doers into reviewers, with accountants applying judgment to completed outputs.
Which accounting practices are covered?
The official site names client accounting services, tax, and audit.
