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Basis

Basis AI offers smart agents for accountants, automating tasks and improving workflows. These AI tools learn accounting practices, adapt to any job, and integrate with your current systems like ledgers and files. This helps firms work more efficiently, letting staff focus on higher-value activities.

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OverviewFeaturesUse CasesFAQ

About Basis

Who It's For

Basis AI is built specifically for accountants and accounting firms. It helps these professionals manage and automate their daily tasks efficiently, allowing them to focus on complex work.

What You Get

You get smart AI agents that act like a team to handle various accounting workflows. These agents learn, think, and perform tasks autonomously. They automate routine work, freeing you up for higher-value activities.

How It Works

The AI agents integrate directly with your existing systems, like ledgers and file systems. They learn and adapt to your specific accounting engagements. Accountants guide the agents, which then perform tasks securely, without storing your credentials. Basis prioritizes data safety.

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Features & Capabilities

🤖 Core AI Capabilities

AI Learning & Reasoning

AI agents are designed to learn, reason, and take autonomous actions within accounting tasks.

Adaptive Engagement Intelligence

The system understands accounting broadly and dynamically adapts its intelligence to specific engagement needs.

Accountant-Directed Operations

AI agents onboard and execute tasks under the direct instruction and supervision of an accountant.

🔗 System Integration

Seamless Existing System Integration

Integrates with current accounting systems, ledgers, and file systems used by accountants and clients.

Workflow Automation

Equips accountants with AI agents to automate and manage various accounting workflows.

Use Cases

Automating Routine Accounting Operations

Accountants often face a heavy load of repetitive and time-consuming tasks. Basis AI agents tackle these standard accounting workflows autonomously, learning and taking action within existing systems to significantly reduce manual effort and operational burden for accounting professionals.

AccountingFor: Accountants

Adapting AI Automation to Diverse Client Engagements

Traditional software struggles with the varied nature of accounting engagements, often requiring brittle custom solutions. Basis AI agents are designed to understand accounting broadly and dynamically adapt their intelligence to the unique requirements of each client engagement, providing flexible automation that integrates seamlessly with existing ledgers and file systems.

AccountingFor: Accounting Firms

Enhancing Accountant Productivity and Strategic Focus

By equipping accountants with a team of AI agents that can autonomously perform a wide range of tasks, Basis AI dramatically enhances overall efficiency and frees up valuable professional time. This allows accounting professionals to shift away from manual processing and dedicate more energy to complex problem-solving, client advisory, and strategic business initiatives.

AccountingFor: Accounting Team Leads

Frequently asked questions

Basis AI is an applied AI research organization and technology provider with two main facets: a nonprofit research institute focusing on understanding and building general intelligence through causal computational rationality to solve complex scientific and societal problems, and a commercial AI platform that equips accountants with AI agents to automate and assist accounting workflows while integrating with existing systems and tools.

Basis AI aims to mathematically and computationally understand reasoning, learning, decision-making and explainability in intelligence, to develop scalable AI technology that can model and operate in highly complex real-world environments, and to accelerate solving intractable problems in science, society, and industry, particularly financial and accounting domains.

Their research builds a “universal reasoning engine” that synthesizes programs modeling real and simulated environments based on observations. The commercial platform uses intelligent AI agents designed as “doers” that autonomously perform accounting tasks rather than simple chatbots, adapting to workflows dynamically and integrating with existing ledgers and files.

The commercial platform is targeted exclusively at accountants and accounting firms, not end businesses, aiming to enhance accountants’ capabilities and efficiency. The research initiatives involve collaborators from biology and other scientific fields focused on modeling complex dynamic phenomena.

Basis prioritizes enterprise-level security by not storing user credentials, employing a revocable token “handshake” that securely grants data access via APIs, and by complying with SOC 2 Type II certification for Security, Availability, and Confidentiality.

Basis develops modular, composable software categorized as applications addressing specific scientific or operational challenges, modules generalizing principles across domains, and infrastructure supporting broad composition and generality.

Basis is a 501(c)(3) non-profit research organization. The commercial product is offered by Essex Labs, Inc. (doing business as Basis), which is governed by standard Terms of Service.

For support on commercial Basis AI software, there are knowledge bases, FAQs, and incident reporting systems available.

Tags

financial process automationaudit automationautomated bookkeepingaccounting automation

Specifications

Deployment
API
Target Audience
Business
Complexity
Low-code

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