Basis AI
Agentic AI that runs accounting workflows end-to-end for firms
Overview
Basis builds AI agents that execute tax, audit, advisory, and client accounting workflows end-to-end for professional firms, delivering review-ready output rather than suggestions. Used by roughly 30% of the top 25 US accounting firms.
What you can produce with Basis AI
- Autonomous tax preparation workflows
- Automated audit trail generation
- Continuous compliance monitoring
- Pre-built connectors to QuickBooks, Xero, NetSuite, and SAP
- Review-ready output routed to humans at defined checkpoints
ASEAN Perspective
Basis AI in Southeast Asia
ASEAN-region availability and pricing notes coming soon. Drop the editorial team a note via /contact/ if you can supply local context (Singapore/Malaysia/Indonesia/Thailand/Vietnam).
Basis is betting that accounting firms don't want an assistant, they want the work actually done - its agents run tax prep, audit trail generation, and compliance monitoring in the background and hand back finished output for a human to review and sign off, rather than a chat window that answers questions. That's a different pitch than most AI-for-accountants tools, and the fact that roughly 30% of the top 25 US firms reportedly use it, plus a $1.15 billion valuation from a $100 million Series B in February 2026, backs it up.
The caveats: pricing is entirely custom and gated behind a sales conversation, there's no self-serve option, and the go-to-market - the named client list, the connectors to QuickBooks, Xero, NetSuite, and SAP - all points at US firm workflows and US tax/audit standards. Firms outside that context should ask hard questions about jurisdiction support before signing anything.
What people say
Basis frames itself as 'agentic accounting': rather than tools accountants use to do the work faster, its AI agents do structured accounting work autonomously - tax preparation, audit trail generation, continuous compliance monitoring - and route the output to a human for review at defined checkpoints. That shift, from accountant as doer to accountant as reviewer, is the core value proposition, and it's a bigger structural change than typical practice-management or workpaper software attempts. It connects into QuickBooks, Xero, NetSuite, and SAP through pre-built connectors, and is pitched at mid-to-large accounting firms rather than solo practitioners or small businesses doing their own books.
Named customers include Wiss, Berkowitz Pollack Brant, UHY, Clark Nuber, and Boulay - established US accounting and advisory firms, which lines up with the company's claim that around 30% of the top 25 US accounting firms use the platform in some capacity. Basis is also featured as an OpenAI customer case study; the company builds its agents on OpenAI's o3, o3-Pro, GPT-4.1, and GPT-5 models. Independent, named-reviewer feedback (G2, Capterra, Reddit) is thin to non-existent for a company this well-funded, which is typical for enterprise software sold entirely through direct sales rather than self-serve trials.
The funding trajectory is the most concrete evidence of traction: Basis has raised $138 million total, including a $100 million Series B in February 2026 led by Andreessen Horowitz with Tiger Global participating, at a $1.15 billion valuation - reportedly the first pure-play AI accounting platform to reach unicorn status. That trajectory moved fast: an early $3.6 million raise to build the platform was followed within about two years by the $100 million round, tracking the broader rush of venture money into agentic professional-services software over the past couple of years. Founded in 2023 and based in New York, the company doesn't publish pricing; prospective firms go through a waitlist and sales process rather than seeing tiers or a calculator, which is standard for enterprise professional-services software but means smaller firms have no easy way to gauge cost before engaging.
Summary of public user & expert reviews, compiled by RECATOOLS.
About this listing
This entry was compiled from publicly available data including Basis AI's official website, press releases, documentation, and reputable third-party publications. RECATOOLS is not affiliated with Basis AI unless explicitly stated.
Third-party AI tools update their pricing, features, availability, and policies frequently. Information here may be outdated by the time you read this — we make reasonable efforts to keep listings current, but cannot guarantee absolute accuracy.
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