Accounting, Bookkeeping & Finance

Basis

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Basis builds AI agents for accounting firms that do month-end close, tax return preparation and audit testing. Access is through a waitlist form on its site.

At a glance

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Self-hosting
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Core Capabilities & Integrations

✓Month-end close for every client
✓Tax return preparation to review-ready workpapers
✓Audit testing with cited evidence
✓Built for CAS, Tax and Audit teams

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  • getbasis.ai ↗
    Profile overview Checked
    Runs the month-end close for every client, end to end, no matter how messy the data.

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