Basis

What we found

Basis sells AI agents that take the first pass on accounting work and hand it to a person for review. Its own pages describe agents that prepare a tax return from client intake to review-ready workpapers, run the month-end close for client accounting teams, execute audit testing with cited evidence, and handle the recurring close for in-house finance teams. Every figure is cited to its source document, so the accountant becomes the reviewer rather than the preparer.

The customer list is specific and checkable. Partners and executives at Wiss, Boulay, Clark Nuber, UHY, BPB, CohnReznick and REDW are quoted on the site, and Baker Tilly and Sikich each announced a partnership in 2026 on their own websites. In February 2026 Basis raised a $100 million Series B at a $1.15 billion valuation, led by Accel with GV, Lloyd Blankfein and existing backer Khosla Ventures, bringing total funding to $138 million; earlier versions of this page named investors who were not in the round. The company told CPA Practice Advisor that roughly 30% of the top 25 accounting firms use the platform, which is its own figure.

An August 2025 OpenAI case study says Basis built on o3, o3-Pro, GPT-4.1 and GPT-5, while Basis now describes itself as multi-model, routing each step to whichever model performs best. It is SOC 2 Type II, ISO 27001 and ISO 42001 certified and says it does not train models on client data.

The limits are just as clear. There is no price list, and access runs through a demo request or a waitlist, including for the newer Basis for Small Firms offer. Client data is hosted in US regions, and the case studies are built on US work such as partnership returns and K-1s. We found no independent reviews on the usual software review sites. Firms in ASEAN should treat it as a US product for now and confirm data location and local tax coverage before any pilot.

Compiled by RECATOOLS from public sources: vendor documentation and pricing, code repositories and published reporting.