Basis

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 forFirms seeking to automate entire accounting workflows

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

8.6 Zekai

AI Accounting Autopilot

AI for Finance & Business

Ease of Use

7.5

Accuracy

9.2

Value

8.0

Time Saving

9.5

Workflow AutomationAI AgentsTax & AuditClient AccountingAdvisory Focus

📊 Independently tested and scored. How we 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.

Rating4.3/5

📖 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

Social Proof

Trusted by professionals

Ease of Use

7.5

Accuracy

9.2

Value

8.0

Time Saving

9.5

"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

Basis+ professionals are already using this tool.

See Plans & Pricing →

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 Finance & Business AI tools → 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

Start today

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 tested and scored by Zekai.

Compare	Basis	Inkle	Coupler.io
Zekai Score	8.6/10	9.3/10	9.2/10
Rating	4.3/5	4.7/5	4.6/5
Pricing	Pricing on request	$30/mo	$259/mo
Free tier	No	Yes	Yes
Best for	Automating end-to-end accounting processes like mo…	Best for finance professionals in early-stage US s…	Automating the consolidation of financial and oper…

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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

Your workflow, automated

Before & After

Trusted by professionals