Basis
AI agents built specifically for accountants; a SaaS platform that executes end-to-end accounting workflows across CAS, Tax, Audit, and Advisory practice areas and delivers output ready for review.
Where Basis ranks
Current edition · updated Oct 20, 2026About Basis
AI agents built specifically for accountants; a SaaS platform that executes end-to-end accounting workflows across CAS, Tax, Audit, and Advisory practice areas and delivers output ready for review.
Products
AI agents built specifically for accountants; a SaaS platform that executes end-to-end accounting workflows and delivers output ready for review.
What customers say
“Basis has become a force multiplier for our team. It consistently saves us time, streamlines our workflows, and on a daily basis we’re discovering new use cases for it in our CAS department. It feels like one of those tools that will continue delivering new value the longer we use it.”
“Not only is the Basis product everything we hoped for, it has also significantly reduced the month-end close for our clients. The customer support and onboarding process have been absolutely phenomenal. Everything Basis said they would do to help our implementation across the UHY firm was done exactly as promised. It’s a truly impressive product and team behind it, and we had fun doing it.”
“Basis is the most powerful accounting AI we have seen. It has been truly trajectory-defining for Wiss: we use it across the firm, empowering our teams to focus on higher-value work while delivering exceptional experiences for our people and clients and shaping how we evolve each of our practices.”
Boyum Barenscheer uses Basis for transaction coding, payroll and sales journal entries, reconciliations, and close checks. Basis reports that payroll-entry preparation fell from about four hours to 20 minutes, with…
Case studyFramaco International uses Basis to assemble cash flow reports from QuickBooks, Monday.com, and project documents, and to prepare construction quantity takeoffs. Basis reports cash flow reporting fell from 12 days to one…
Case studySchneider Downs uses Basis in its audit practice to organize confirmation letters, perform substantive testing, and check financial statement quality. The vendor-published story describes review-ready outputs with cited…
Case study
Security and compliance
As reported by Basis. Ask for audit reports before you buy.
- GDPRCompliant
- Standard Contractual Clauses (EU)
- UK Addendum
- Administrative safeguards
- Technical safeguards
- Physical safeguards
Is this your company?
Claim the profile to keep facts current, answer buyers and submit evidence for the next ranking review.
Claim Basis