Basis — AI for Finance & Business

Automate entire accounting workflows with AI agents, freeing your finance team to focus on review, strategy, and client advisory.

Basis executes tasks in CAS, tax, audit, and advisory, delivering work ready for your expert review.

Best forAI in Finance

DifferentiatorUses AI agents for end-to-end workflow execution, not just task automation.

ProofBacked by Accel & Google Ventures; testimonials from firms like Wiss, UHY, and Clark Nuber.

Explore Basis

Pricing on request

6.3 Zekai

AI Accounting Autopilot

AI for Finance & Business

Ease of Use

5.4

Accuracy

7.0

Value

6.0

Time Saving

6.4

Workflow AutomationAI AgentsTax & AuditClient AccountingAdvisory Focus

📊 Independently reviewed and scored. How we score →

✍️ Reviewed by Zekai Editorial Team · Updated August 6, 2026

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Zekai Verdict

What is it?: Basis is an AI platform designed for accounting and finance professionals.
Best for: Automating end-to-end accounting processes like month-end close, tax preparation, and audit fieldwork to increase firm…
Not ideal for: Access is currently via a waitlist; not instantly available.
Price: Pricing on request
Zekai Score: 6.3/10

Visit official site ↗Compare alternatives →Why this score →

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⚡ Quick answer

Basis is a top AI contender for Finance & Business Analytics, particularly for accounting-heavy functions. It uses autonomous AI agents to execute complete workflows in tax, audit, and client services, a significant step beyond simple task automation. As proven by its use at leading firms like Wiss and UHY, Basis enables teams to shift from manual work to strategic review, effectively increasing a firm's capacity and revenue potential.

CategoryAI Accounting Automation

Best ForFirms seeking to automate entire accounting workflows

Price FromPricing on request

FreeNo

DifferentiatorUses AI agents for end-to-end workflow execution, not just task automation.

ProofBacked by Accel & Google Ventures; testimonials from firms like Wiss, UHY, and Clark Nuber.

Rating6.3/10

📖 About Basis

Basis is an AI platform designed for accounting and finance professionals. It uses autonomous agents to execute end-to-end workflows across tax, audit, client accounting services (CAS), and advisory, delivering finished work that's ready for human review. This allows your team to shift from manual execution to higher-value strategic oversight.

How It Works

Your workflow, automated

Define Your Standards

Work with Basis to configure the platform according to your firm's specific processes, engagement types, and quality standards.

Deploy AI Agents

Assign end-to-end accounting workflows (e.g., month-end close, tax prep) to Basis agents, which run in the background.

Review & Advise

Receive finished work product ready for expert review, freeing your team to apply judgment, manage exceptions, and advise clients.

Ready to automate your workflow with Basis?

Explore Basis →

Real Impact

Before & After

❌ Before

Finance teams are buried in manual, repetitive accounting tasks, limiting time for strategic analysis.

80% execution, 20% review

✅ After

Teams are elevated to reviewers, overseeing AI-driven workflows and focusing on high-value advisory.

20% execution, 80% review

Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Automate Tax Workflows

Analyze client tax documents and identify potential deductions or areas for optimization. Use Basis to process financial statements and flag discrepancies for review by tax professionals.

Streamline Audit Procedures

Review audit trails and financial records to identify anomalies or compliance issues. Leverage Basis to automate the generation of audit reports based on processed data.

Enhance Advisory Services

Process client financial data to provide insights on performance and strategic planning. Use Basis to model financial scenarios and support client advisory services with data-driven recommendations.

AI Prompts

Prompts for Finance

Prompt 01 Prompt for Auditing an AI Vendor's Incident Response Plan

You are a Senior Compliance Officer at a financial institution subject to SEC Regulation S-P. Review the attached Security Incident Response Plan from [[AI Vendor Name]]. Cross-reference it against the 2026 amended Reg S-P requirements. Ide…

Prompt 02 Generative AI Prompt for Variance Analysis

You are an FP&A analyst preparing a monthly financial review. Based on the following data comparing budget vs. actuals for the last quarter, write a concise summary (under 150 words) for the CFO. Identify the top three largest variances (ab…

Prompt 03 Revenue Forecast Prompt for Power BI Copilot

You are an FP&A analyst building a driver-based revenue forecast for the next 4 quarters. Using the connected data from our ERP (financials) and CRM (sales pipeline), create a time-series forecast for 'Total Revenue'. Use 'New Bookings', 'R…

See all 35 AI prompts for Finance →

Social Proof

Trusted by professionals

Ease of Use

5.4

Accuracy

7.0

Value

6.0

Time Saving

6.4

"Basis is the most powerful accounting AI we have seen. It has been truly trajectory-defining for Wiss: we use it across the firm, empowering our teams to focus on higher-value work while delivering exceptional experiences."

Paul P., CEO · June 2026

"Not only is the Basis product everything we hoped for, it has also significantly reduced the month-end close for our clients. The customer support and onboarding process have been absolutely phenomenal."

Pamela K., Principal · May 2026

"It has become a force multiplier for our team. It consistently saves us time, but it takes time to get the most from it; on a daily basis we’re discovering new use cases for it in our CAS department."

Matt S., Partner · April 2026

"We wanted a solution that could serve our entire firm - tax, audit, advisory, and beyond. Basis actually delivers on what most AI companies only promise. They've become our AI partner."

Peter A., CIO · March 2026

See Plans & Pricing →

Comparison

Best Basis alternatives

While traditional RPA solutions or a collection of point-tools can automate specific, repetitive tasks within a workflow, Basis aims to automate the entire workflow end-to-end with its specialized AI agents. Choose Basis when your goal is a fundamental shift from 'doing' to 'reviewing' across entire practice areas like tax or audit. Opt for traditional tools if you need to automate a single, discrete task within your existing process without a broader strategic overhaul of your team's function.

The decision

Is Basis worth it?

Return on investment

Given its enterprise focus and non-public pricing, ROI is achieved by enabling a single team to manage the workload of a larger one, significantly increasing revenue capacity per headcount.

Built for

Accounting firms, corporate finance departments, and financial analysts responsible for tax, audit, advisory, and client accounting services.

Effort to adopt

Enterprise Implementation

Compliance

Compliance posture not publicly documented — verify with vendor.

Who It's For

Why Finance & Business choose this tool

🎯

Built for

Automating end-to-end accounting processes like month-end close, tax preparation, and audit fieldwork to increase firm capacity and margins.

In-Depth Overview

For finance and accounting teams stretched thin, Basis offers a fundamental shift in operations. Instead of merely speeding up individual tasks, it automates entire workflows from start to finish. The platform's AI 'agents' handle the execution of processes in tax, audit, and client services, delivering a finished product that's ready for an experienced accountant's review. This 'doers become reviewers' model is the core benefit, allowing you to expand your firm's capacity and take on more complex client work without a linear increase in headcount. The credibility is substantial. Basis is backed by a $100M Series B from top-tier investors Accel and Google Ventures. More importantly, it's already in use at leading firms like Wiss, UHY, and Clark Nuber, whose partners testify to its ability to streamline workflows, reduce month-end close times, and serve the entire firm across multiple practice areas. Basis isn't just a theoretical tool; it's a production-ready platform for scaling your firm's output.

Key Use Cases

📈

Dramatically reduce month-end close times

CAS Manager

Deploy Basis agents to handle routine client bookkeeping and reconciliation tasks. Your team reviews the final output, cutting down on manual data entry and review cycles.

Month-end close time reduced significantly

💼

Increase tax season capacity without adding headcount

Tax Partner

Use Basis to automate the preparation of standard tax returns and supporting schedules. This allows senior staff to focus on complex cases, client communication, and strategic tax planning.

More returns filed with the same team

📋

Streamline audit fieldwork and testing

Audit Senior

Leverage Basis agents to perform repetitive audit procedures and sample testing. The AI delivers documented results for your review, letting you concentrate on judgment-based areas and risk assessment.

Fewer hours spent on routine testing

✓ Pros

Automates entire workflows, not just single tasks.

Shifts team focus from manual work to high-value review.

Covers multiple practice areas: tax, audit, CAS, advisory.

Backed by major VCs (Accel, Google Ventures) and used by leading firms.

Designed to conform to your firm's specific standards.

· Cons

Access is currently via a waitlist; not instantly available.

No public pricing information, suggesting a significant enterprise-level investment.

Lacks specific details on ERP integrations, requiring a demo to confirm compatibility.

As a new platform, it may require a dedicated onboarding process for firm-wide adoption.

⚡ Editorial Verdict

Basis presents a compelling vision for the future of accounting, using AI agents to handle entire workflows. Its focus on turning practitioners into reviewers is a significant value proposition for scaling firms. However, its waitlist-only access and lack of public pricing means it's a solution for well-capitalized firms ready for a strategic implementation, not a casual tool.

See all 373 AI tools for Finance → Browse the AI Directory →

Questions & Answers

Frequently asked questions

Is Basis available worldwide?

The website does not specify geographic limitations, but access is currently managed through a waitlist and a direct contact process. It's best to inquire with their team directly about availability in your region.

What kind of accounting workflows can Basis automate?

Basis is built to automate end-to-end workflows across core accounting practice areas, including Client Accounting Services (CAS), Tax, Audit, and Advisory. This ranges from month-end close for clients to tax preparation and audit procedures.

How does Basis ensure the quality of its work?

Basis is designed to conform to the standards of your firm and engagement. It delivers finished output that is ready for review by an experienced accountant, shifting your team's role from execution to quality control and judgment.

Does Basis replace accountants?

No, Basis is designed to augment accountants, not replace them. It automates the execution of work, allowing professionals to shift from being 'doers' to 'reviewers,' focusing on higher-value activities like managing agents, applying judgment, and advising clients.

What is the pricing for Basis?

Basis does not publish its pricing. Access is provided after joining a waitlist and speaking with their team. This model suggests a customized, enterprise-level investment rather than a tiered subscription.

What size firm is Basis best for?

The platform appears best suited for small to large accounting firms (from 10+ employees) and in-house finance departments looking to make a strategic investment in automation to scale their capacity and focus on higher-margin advisory work.

Last reviewed: June 2026 — Assessed waitlist-based offering, core features, and target audience from public website information.

Plans & Pricing

Basis pricing and plans

Pro

Pricing on request

Pricing is not publicly available. Access is currently managed via a waitlist and requires contacting the sales team for a demo and quote.

Start Pro Plan

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

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Basis Alternatives (2026)

The best alternatives to Basis — every tool below is reviewed and scored by Zekai.

Compare	Basis	Ramp	TIKR
Zekai Score	6.3/10	9.5/10	9.3/10
Rating	3.0/5	4.5/5	4.5/5
Pricing	Pricing on request	$0/mo/user	$0/month
Free tier	No	No	Yes
Best for	Automating end-to-end accounting processes like mo…	—	Fundamental analysis and screening of global publi…

Ramp TIKR Numeric Koyfin Blue J Tegus Runway Financial DataSnipper

Free guide

Take it with you

Getting Started with AI-Driven Accounting

Identify high-impact workflows for automation.
Standardize processes to make them AI-ready.
Shift your team's mindset from execution to review.

Evaluate AI partners for strategic implementation.
Measure the ROI of workflow automation.

+3 more steps inside the guide

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Disclaimer

Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Basis unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →

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Basis — AI for Finance & Business

Top AI for Finance & Business picks

Your workflow, automated

Before & After

Try it with these prompts

Prompts for Finance

Trusted by professionals

Best Basis alternatives

Is Basis worth it?