Basis

️ Tool Name: 🖼

Basis

Categories: 🔖

• Automation and Smart Agents
• Business and Operations Management
• Data and Analytics
• Finance, Forecasting, and Dashboards
• Business Document Creation
• Integrations and APIs

️ What does this tool offer? ✏

Basis is an AI-powered accounting platform designed specifically for accountants and accounting firms. It uses AI Agents to fully automate accounting workflows from start to finish.

The platform helps companies and accounting firms automate daily operations, improve team efficiency, and reduce manual work through agents developed specifically for the needs of accountants.

Basis covers multiple accounting areas within a single platform, including:

• CAS: Accounting services for clients.
• Tax.
• Audit.
• Advisory.

The platform works in the background to perform accounting tasks, then delivers the final results ready for review in accordance with the firm’s standards and internal procedures, while adapting to the team’s workflow and quality requirements.

Basis helps accountants shift from performing routine tasks to reviewing work, managing smart agents, applying professional judgment, and providing higher-value advice to clients.

It also helps accounting firms address challenges such as:

• Increasing client demands.
• Changing profit margins.
• A shortage of available expertise.
• The need to serve more clients and handle more complex tasks.

Basis is used by many companies and accounting firms, including:

• Berkowitz Pollack Brant.
• Boulay.
• Clark Nuber.
• MarksNelson.
• Pinion.
• UHY.
• WilkinGuttenplan.
• Wiss.

What does it actually offer based on user experience? ⭐

• End-to-end automation of accounting workflows.
• Execution of repetitive accounting tasks using AI agents.
• Support for CAS, tax, audit, and consulting.
• Reducing the number of audit cycles.
• Helping teams focus on higher-value work.
• Improve the employee and client experience.
• Increase accounting firms’ capacity to serve a larger number of clients.
• Deliver audit-ready results at the level expected from an experienced accountant.

User feedback:

• Peter Anderson of Boulay explained that Basis has become an AI partner that helps the company automate processes that were previously considered impossible.
• Paul Peterson of Wiss noted that Basis is one of the most powerful AI accounting solutions they’ve seen, and that it helps teams focus on higher-value work.
• Andrew J. Leonard of Berkowitz Pollack Brant noted that the platform is reshaping the way work is done in the tax industry.
• Pamela Kleinschmidt of UHY explained that the product has helped reduce clients’ monthly closing times.
• Matt Sutorius of Clark Nuber confirmed that Basis has become a tool that multiplies the team’s capabilities and improves workflow.

Does it include automation? 🤖

Yes, Basis relies primarily on automation through AI Agents.

Automation includes:

• Automatically executing accounting workflows.
• Handling repetitive accounting tasks.
• Running back-end operations without constant intervention.
• Preparing final results for review.
• Adapting to company policies and procedures.
• Reduce manual work and increase team efficiency.

The platform also focuses on the responsible use of artificial intelligence through:

• Access control.
• Data protection.
• Security incident management.
• Compliance with privacy requirements.

Pricing Model: 💰

Pricing is based on the company’s needs (Custom Pricing).

Basis does not provide published fixed prices; you must contact the sales team to obtain additional information and a customized quote.

The platform targets:

• Accounting firms.
• Professional firms.
• CAS teams.
• Tax teams.
• Audit and consulting teams.

🆓 Free Plan Details:

Paid plan details: 💳

How to access the tool: 🧭

Link to the demo or official website: 🔗

https://www.getbasis.ai/legal/product-terms