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Basis

4.6 (324 reviews)

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Basis AI provides intelligent agents that work directly with accountants. These agents learn, reason, and perform real accounting tasks by integrating with your existing systems. This helps firms save significant time, allowing accountants to focus on more complex, valuable work and expand their services.

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Overview Features Screenshots & Demo Use Cases Reviews FAQ Pricing

What is Basis?

Who It's For

Basis AI is designed specifically for accountants and accounting firms. It helps them manage the increasing workload and complexity in the financial world, acting as a valuable extension of their team.

What You Get

You get a team of smart AI agents that work like colleagues. They integrate seamlessly with your current accounting systems. These agents take over many routine accounting tasks, freeing up your time. Firms have seen up to 30% time savings, letting accountants focus on higher-level work.

How It Works

Basis AI agents are built to understand accounting deeply, learn, and take action. An accountant directs them to a specific job, and they adapt to the client's unique needs. Using advanced AI, they perform real work, not just chat, giving accountants full control and transparency.

Features & Capabilities

🧠 Intelligent Accounting Automation

AI-Powered Accounting Agents

Deploys AI systems specifically built to learn, reason, and take action on accounting engagements.

Adaptive Intelligence

Understands accounting broadly and adapts its intelligence to the unique requirements of each client engagement.

Action-Oriented Workflow Execution

Agents perform real work and execute tasks, moving beyond simple chatbots to deliver tangible results.

🔗 Ecosystem Integration

Seamless System Integration

Integrates directly with existing ledgers, file systems, and other accounting tools currently in use.

Directed Workflow Onboarding

Onboards onto accounting engagements and begins work under the direct supervision and direction of an accountant.

Automated Workflow Delegation

Equips accountants with a team of AI agents to automate and manage varied accounting workflows.

🚀 Productivity & Growth

Workload Offloading

Frees up accountants to focus on higher-level strategic work by taking over routine and complex tasks.

Performance Reporting

Provides clear reports on completed tasks and results, ensuring transparency and accountant oversight.

Scalable Task Execution

Enables the deployment of numerous AI agents to perform tasks, significantly increasing accounting capacity.

Screenshots & Demo

See Basis in action with screenshots and video demonstrations

Product Screenshots

Basis

AI agents that transform accounting workflows instantly.

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Experience Basis firsthand with a free trial or schedule a personalized demo.

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Real-World Use Cases

Automating Routine Accounting Workflows

Accounting firms are challenged by increasing complexity and staffing shortages, leading to stretched capacity and reliance on brittle software. Basis AI agents integrate with existing systems to autonomously learn, reason, and execute repetitive accounting tasks, significantly reducing manual effort and saving up to 30% of total time.

Industry: Accounting Firms • User Type: Accountants

Expanding Capacity for Strategic Advisory Services

With a significant portion of routine accounting tasks automated by Basis AI agents, accountants are freed from mundane work. This enables them to reallocate their time and focus on higher-value activities such as providing strategic client advice, engaging in new business development, and enhancing overall firm profitability.

Industry: Accounting Firms • User Type: Accounting Firm Leaders

Ensuring Adaptability Across Diverse Client Engagements

Traditional accounting software often struggles with the unique practices and varied requirements of different clients, leading to inflexible solutions. Basis AI agents are built to understand accounting broadly and adapt their intelligence to specific client engagements, providing robust and flexible automation that works across diverse needs without breaking down.

Industry: Accounting Firms • User Type: Engagement Managers