The next era of accounting

Agents built specifically for accountants.

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Trusted by leading firms.

See Basis in action.

One example of an accounting workflow possible on Basis.

One platform across your firm.

Core modules built for the needs of each practice area.

CAS

Tax

Audit

Advisory

Agents that do the work.

Basis runs in the background, executing accounting workflows end-to-end and updating you at key stages. Finished output is delivered ready for review, at the level of quality you'd expect from an experienced accountant.

Works the way you do.

Basis conforms to the standards of your firm, your practice, and your engagement. It's built on foundational accounting principles and adapts to how your team actually works, delivering accurate outputs that meet the standards your clients expect.

Doers become reviewers.

When Basis handles execution, your accountants shift from doing the work to reviewing it: managing agents, applying judgment, and advising clients. The result is better work product, fewer review cycles, and a team focused on the work that matters most.

Expand your revenue capacity.

Firms are stretched thin, with growing client demands, tightening margins, and not enough experienced hands to go around. Basis gives your team the capacity to take on more clients and more complex engagements.

Accountants love Basis.

“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 for our people and clients and shaping how we evolve each of our practices."

Paul Peterson

CEO, Wiss

"Basis is reshaping how we do tax. By providing agents our team trusts, we can focus on value-add work and client service, which is what strengthens client relationships."

Andrew J. Leonard

Principal, BPB

“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. Everything Basis said they would do to help our implementation across the UHY firm was done exactly as promised. It’s a truly impressive product and team behind it, and we had fun doing it.”

Pamela Kleinschmidt

Principal, UHY

“Basis has become a force multiplier for our team. It consistently saves us time, streamlines our workflows, and on a daily basis we’re discovering new use cases for it in our CAS department. It feels like one of those tools that will continue delivering new value the longer we use it.”

Matt Sutorius

Partner, Clark Nuber

The next era of accounting

Trusted by leading firms.

See Basis in action.

One platform across your firm.

Accountants love Basis.

Put Basis to work.