Basis
Autonomous AI agents that run accounting work end to end for firms and corporate accounting teams
By Basis · 4.0/5 Value-Position score (estimate)
Positioning guardrails
Best for
- Accounting firms that want month-end close, tax prep and audit testing executed end to end by agents
- CAS and advisory practices managing high-volume, messy client data across many engagements
- Corporate accounting teams that want the close run by agents and delivered for review
- Firms with large, complex returns (e.g. dozens of K-1s) where prep hours dominate cost
Ideal size: 11–500 employees people · Established firm with standardized close, tax or audit workflows
Not for
- Buyers looking for a general ledger, ERP or system of record; Basis automates work rather than replacing the ledger
- Teams that need self-serve signup and published list pricing today
- Organizations that cannot keep client data hosted in the United States
- Firms that will not let autonomous agents touch client books before human review
Value metrics scorecard
Time-to-Value
6–8 weeks
~45 days to first production value
Total Cost of Ownership
On request
Not published; pricing quoted per firm after a demo or waitlist request
Implementation Friction
4/5
Engineering + admin effort required
Value-Position score
out of 5 · model estimate
Full cost breakdown
Mandatory implementation fee
None
Seat tiers
Not published
Add-on costs
- None
Company & support
Who is behind Basis, and how your team gets help once it is live.
Market position
Where Basis sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.
Quadrant view
Typical annual cost × Time-to-value
The lines cross at the median of the solutions shown, so about half sit on each side of each line.
Companies on the chart 6 / 10
- Basis
- Alexi
- WorkWave
- Black Ore
- BQE CORE
- HawkSoft
Add or change companies
Up to 10 companies including Basis. Listed closest first.
Stack fit signal
Compatibility with standard B2B ecosystems.
No supported MCP path today, so it cannot be driven from an AI client.
AI & MCP readiness
What Basis ships in AI, and what it asks of your ecosystem.
AI features shipped
Site describes agents that run autonomously for hours on long-horizon accounting work across CAS/advisory, tax, audit and corporate accounting, preparing returns from client intake to review-ready workpapers. The security page adds AI privacy controls: no model training on customer data, tenant isolation, auditable agent actions and transparent AI steps.
Your data & models
- Trains on your data
- Never trains on your data
- Runs on
- Not recorded
- AI pricing
- Not recorded
In your ecosystem
- AI connection
- Not supported
- Model key
- Not recorded
- AI usage audit
- Full audit trail
Compliance attestations
* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.
Bottom line
Basis builds autonomous AI agents that perform accounting work end to end: month-end close for client accounting and advisory practices, tax return preparation, audit testing and corporate close. Instead of a chatbot layered on accounting data, Basis runs long-horizon workflows and hands accountants review-ready output. The vendor cites SOC 2 Type II, ISO 27001 and ISO 42001 certification, US-only hosting, and a stated policy that customer data never trains AI models. Pricing is not published; access begins with a demo or waitlist request.
Frequently asked questions
What accounting work does Basis actually automate?
The homepage describes agents that run the month-end close end to end for client accounting and advisory, prepare the entire tax return from client intake to review-ready workpapers, execute audit testing with cited evidence behind each conclusion, and perform the corporate close. Customers quoted on the site, including Boulay, Clark Nuber, Wiss and UHY, describe large efficiency gains in tax and CAS workflows. Work is delivered for human review rather than posted autonomously.
Is Basis secure and compliant enough for client financial data?
The security page states that Basis is SOC 2 Type II, ISO 27001 and ISO 42001 certified for Security, Availability and Confidentiality, with the SOC 2 Type II report available under NDA and additional documentation on request. It also describes AES-256 encryption at rest, TLS in transit, enforced MFA, US-only hosting, role-based tenant separation, no storage of customer credentials, third-party penetration testing and a rehearsed incident response program. GDPR and CCPA are listed as coming soon.
Does Basis train AI models on our data?
No. The security page states that your data never trains or improves any AI model, alongside full tenant isolation, no selling or sharing of firm and client data, and deletion of your data at any point. The same page says every agent action is logged and auditable and that AI steps show sources, changes and rationale.
How much does Basis cost and how long does implementation take?
Neither is published. Access currently starts with a demo request or waitlist signup, and the vendor quotes pricing and implementation scope per firm; public materials give no list price, seat tiers or stated go-live timeline. The site does reference a guided onboarding process with firms, so buyers should expect implementation effort and should agree the connection to their existing ERP during contracting.
Who is Basis best suited for?
Accounting firms across a wide size range, including a dedicated Basis for Small Firms path, plus corporate accounting departments that want the close run by agents. It is not a replacement for a general ledger or ERP: client systems remain the system of record, and the intake form asks firms which ERP they currently run.