Basis

Basis is an artificial intelligence platform that builds autonomous agents to perform complex accounting workflows.

Basis builds artificial intelligence agents designed specifically for accounting professionals to handle complex workflows from end to end. The platform manages month-end close processes for client advisory services, prepares tax returns from intake to review-ready workpapers, and executes audit testing with cited evidence. It also supports corporate accounting operations to help organizations manage financial data. Accounting firms use these agents to reduce manual preparation hours and expand revenue capacity. The system allows accountants to shift their focus from manual data entry to review and advisory roles.

Basis at a glance

Best for: Finance
Pricing: Paid
Released: February 2026
Category: AI agent tool
Website: getbasis.ai

Key features

Runs month-end close processes
Prepares complete tax returns
Executes audit testing
Generates review-ready workpapers
Cites evidence for conclusions
Handles corporate accounting workflows

Use it for

Month-end close automation
Tax return preparation
Audit testing and evidence collection
CAS and advisory operations

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