Basis AI

AI agents that run end-to-end accounting, tax, and audit work for accounting firms.

Data verified Sep 18, 2026

Pundit
Score

Best for: Tax Preparers

About Basis AI

Basis is an AI agent platform built specifically for accountants and accounting firms, deploying agents that take on long-horizon, complex workflows so professionals can start at review rather than from scratch. It spans CAS & advisory (month-end close), tax (full return prep from intake to review-ready workpapers), audit (testing with cited evidence), and corporate accounting, operating inside a firm's existing ledgers and systems under an accountant's direction. Its key differentiator is depth: rather than automating single tasks, it prepares entire returns and complete closes end-to-end, with firms reporting large time savings on complex, multi-K-1 returns.

Screenshots

Commonly Cited Strengths & Limitations

Strengths

Large efficiency gains on complex returns (e.g., 100+ prep hours cut to 15–20 hours)
Handles long-horizon, complex workflows end-to-end so staff start at review
Does not store user credentials, using a revocable token handshake for secure data access
Adapts flexibly to varied client engagements rather than requiring brittle custom setups
Strong customer support and onboarding cited by firms

Common Use Cases

Running month-end close end-to-end for client accounting service (CAS) engagements
Preparing complete tax returns from client intake through review-ready workpapers
Executing audit testing and documenting supporting evidence
Performing the corporate accounting close
Freeing accountants for advisory and higher-value client work
Adapting AI automation to diverse client engagements

Details

Pricing Model: Contact Sales
Team Size: Solo practitioners to enterprise firms
Headquarters: New York, NY
Category: Productivity & Automation

Who is Basis AI for?

Tax Preparers

Prepare entire returns—including complex filings with 60–70+ K-1s—reducing prep time from 100+ hours to roughly 15–20.

CAS & Advisory Teams

Automate the recurring month-end close across clients to scale department capacity without proportional headcount.

Auditors

Run testing procedures and generate cited evidence, completing tasks that previously took hours in minutes.

Corporate Accounting Teams

Perform the in-house close end-to-end and support better financial decision-making.

Frequently Asked Questions

Does Basis AI have an API?

Yes, Basis AI provides an API for developers.

What does Basis AI integrate with?

Basis AI integrates with General ledgers, File systems, Accounting systems, ERP systems.

Is Basis AI cloud-based or self-hosted?

Basis AI is offered as a cloud-based (SaaS) deployment.

Who is Basis AI best for?

Basis AI is best suited for Tax Preparers, CAS & Advisory Teams, Auditors.

What can I use Basis AI for?

Common uses for Basis AI include running month-end close end-to-end for client accounting service (cas) engagements, preparing complete tax returns from client intake through review-ready workpapers, executing audit testing and documenting supporting evidence, performing the corporate accounting close.

How does Basis AI compare to Browse AI?

Basis AI and Browse AI are both used for productivity & automation -- specifically automation & workflow tools. See the full side-by-side comparison for pricing and feature differences.