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Spend less time preparing work and more time reviewing it, advising clients, and driving growth.
Basis executes preparation and workflow steps behind the engagement, so accounting teams can spend more time reviewing, advising, and applying judgment.
Close, reconciliations, transaction work, and the capacity to advise.
From source documents to workpapers to review-ready output.
Planning, fieldwork, workpapers, and traceable review.
Basis for small firms and solo practitioners.
The same platform for in-house finance teams.
Basis is the most powerful accounting AI we have seen. It has been truly trajectory-defining for Wiss: we use it across the firm, empowering our teams to focus on higher-value work while delivering exceptional experiences for our people and clients and shaping how we evolve each of our practices.
"Basis is reshaping how we do tax. By providing agents our team trusts, we can focus on value-add work and client service, which is what strengthens client relationships."
“Not only is the Basis product everything we hoped for, it has also significantly reduced the month-end close for our clients. The customer support and onboarding process have been absolutely phenomenal. Everything Basis said they would do to help our implementation across the UHY firm was done exactly as promised. It’s a truly impressive product and team behind it, and we had fun doing it.”
“Basis has become a force multiplier for our team. It consistently saves us time, streamlines our workflows, and on a daily basis we’re discovering new use cases for it in our CAS department. It feels like one of those tools that will continue delivering new value the longer we use it.”
“We wanted a solution that could serve our entire firm - tax, audit, advisory, and beyond. Basis actually delivers on what most AI companies only promise. They've become our AI partner, helping us automate things we once only imagined.”
An example of real accounting work, done end-to-end by Basis.
