Basis
by Basis
AI accounting agents that run the close for firms
Reviewed by the the30top research team · Last reviewed 2026-10-27
Overview
Basis deploys agents across client accounting and advisory, tax and audit. The site says they run the month-end close for each client end to end, prepare returns from intake to review-ready workpapers, and cite evidence behind every conclusion, turning doers into reviewers. It is aimed at accounting firms rather than in-house finance teams, the homepage lists no pricing, integrations or certifications, and access starts with a demo.
Our verdict
One of the more ambitious end-to-end accounting agents, aimed squarely at firms. Ask hard questions about review workflow and security, since the site is thin on both.
Best for
Mid-size and large accounting firms looking to add capacity without adding staff.
Avoid if
You are an in-house finance team with one entity and a standard close.
Pros
- Agents cover close, tax and audit in one platform
- Cited evidence behind conclusions
- Used by large named accounting firms
Cons
- Built for accounting firms, not in-house finance teams
- No published pricing
- No integrations or certifications listed on the homepage
Key capabilities
Frequently asked questions
Who uses Basis?
The site lists accounting firms such as Baker Tilly, CohnReznick, Citrin Cooperman and Sikich.
Can Basis run a month-end close?
The site says its agents run the month-end close for every client end to end.
Does Basis publish pricing?
No. The site points to getting a demo.