Basis

Accounting ai agents for month-end close, tax preparation, audit testing, and financial decisions.

Overview

Basis provides ai agents built specifically for accounting teams. The product covers client accounting services, advisory work, tax, audit, and corporate accounting. Its agents handle long-running workflows such as month-end close, tax return preparation, review-ready workpapers, audit testing with cited evidence, and financial decision support so accountants can begin with review.

Key features

Month-end close workflows
Tax return preparation
Client intake support
Review-ready workpapers
Audit testing with cited evidence
Corporate accounting support
Accounting decision support

Use cases

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Accounting automation

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Last updated 2026-09-16