Basis

Basis is an artificial intelligence agent platform for accountants, founded in 2023. It offers software designed to automate structured accounting workflows across tax, audit, and advisory functions. The platform utilizes agent-based architecture, combining large language models with rules-based controls and domain-specific accounting logic. Basis agents target labor-intensive tasks such as document review, reconciliation, and tax preparation, ingesting both structured and unstructured data from client documents, accounting systems, and ERPs. It analyzes financial records, extracts relevant fields, performs calculations, and applies validation rules within predefined compliance frameworks, while keeping human users in the loop for review and approval. Key features include automated preparation of tax returns, audit testing procedures, workpaper generation, and reconciliation tasks, supporting document classification, data extraction, variance analysis, and cross-referencing across financial statements.