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Basis takes the first pass on complex tax and accounting work, so your team spends time on the work that needs them most.
“It's probably already saved me 10 to 20 hours this week. Something that would take me two to three hours is going to take me 30 minutes.”
Todd Whitcomb, CPA, Managing Partner, Whitcomb & Sheridan LLP
Accounting AI as flexible as your practice.
You: Upload the TB and prior-year mapping.
Basis: Maps client accounts to the firm's chart with tax return line references, flags new and unmapped accounts.
You: Drop a hundred investment partnerships into Basis.
Basis: Aggregates the K-1s (footnotes included) and the passive/non-passive splits with citations.
You: Attach the source documents.
Basis: Maps book to tax and drafts workpapers for M-1 adjustments, fixed asset roll-forwards, and the tax trial balance. Every figure cited to its source.
You: Upload the draft return and the supporting docs before it goes out the door.
Basis: Ties every number back to its source, builds the prior-year variance list, and flags exceptions with recommendations.
You: Connect the GL and tell Basis “code new transactions.”
Basis: Codes them against the client’s own history and chart of accounts, then stages everything for your review. Approve and it posts to the ledger.
You: Drop in the payroll report, invoice, or bank statement.
Basis: Proposes the JEs with account, memo, and source docs linked — staged for your review before anything posts.
You: Connect the GL and attach the statements.
Basis: Flags unmatched detail as exceptions and proposes the JEs to fix them — ready for your review.
You: Connect the GL, add the budget and AR/AP aging, and tell Basis what you want to report on.
Basis: Builds the financial statements, explains significant variances, and produces a 13-week cash flow forecast—ready for your review.
General purpose AI doesn’t.
Give Basis the work you can’t delegate and watch it excel. Choose from 350+ pre-built accounting Procedures, built by our accountants in residence.
Create shareable Procedures that capture how your firm works from review preferences to client quirks. No more wrangling with AI to get the output you want.
Connect your client’s ledger and code transactions, push journal entries, and run analysis. No more import/export.
Organize your work by client. Basis learns each one’s context, so the work gets better over time.
Basis cites every number it produces back to its source, so you can review with confidence.
Basis routes each step of the work to the best model, every time.
Built to protect client data from day one. Learn more here.
Security controls undergo an annual audit.
Client data stays within US-based infrastructure.
Basis does not train the models on client data.