Basis AI

Basis is an AI agent platform built specifically for accountants and accounting firms, deploying agents that take on long-horizon, complex workflows so professionals can start at review rather than from scratch. It spans CAS & advisory (month-end close), tax (full return prep from intake to review-ready workpapers), audit (testing with cited evidence), and corporate accounting, operating inside a firm's existing ledgers and systems under an accountant's direction. Its key differentiator is depth: rather than automating single tasks, it prepares entire returns and complete closes end-to-end, with firms reporting large time savings on complex, multi-K-1 returns.