Overview
Basis develops AI agents for accounting firms and finance teams. Its platform executes accounting, tax and audit workflows so professionals can concentrate on exceptions, judgment and review.
What Basis does
Basis’s client-accounting workflows carry the month-end close through transaction entries, schedules, reconciliations and reporting packages. The system uses the firm’s client-specific policies, mappings, templates and review standards rather than treating every set of books as identical.
The broader product range includes tax-return preparation from intake to review-ready workpapers and audit testing with linked evidence. Agents undertake the preparation work, while the accounting professionals assess exceptions and apply the judgment required for the engagement.
The intended buyers are practices and internal accounting teams that want additional execution capacity. Basis is a specialist operating platform for those professionals, not an accounting firm independently signing the customer’s financial statements or tax returns.
Differentiation
Compared with an accounting assistant
Basis targets extended workflows and finished preparation work, rather than answering isolated questions about the books.
Compared with an accounting firm
The customer’s professionals remain responsible for review and the service they provide. Basis supplies the execution platform inside that operating model.
Company details
- Stage
- Series B
- Funding
- $100 million Series B (February 2026)
Investors & backers
Basis announced a $100 million Series B in February 2026, led by Accel alongside GV, at a $1.15 billion valuation.
Accel
GV
