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Basis executes the first pass on planning, fieldwork, and reporting. Auditors get pinged to review the work, evaluate evidence sufficiency, resolve exceptions, apply judgment, and own every conclusion.
Audit teams lose hours to manual preparation across planning, fieldwork, and reporting. Basis executes end-to-end prep so accountants manage exceptions, identify risk, and validate assertions.
Rework, review cycles, and unplanned hours erode fixed-fee engagement economics. Basis executes accurate, auditable, and reliable work products to reduce costly redos.
Workpaper quality and review readiness vary across teams and engagements. Basis delivers a consistent first pass with supporting documents so partners have sufficient evidence to sign off every time.
Agents deliver accurate and reliable work. Auditors focus on risk and assertions.
Agents apply firm methodology, templates, terminology, and review standards across teams and engagements.
Agents map trial balances, run preliminary analytics, and surface risk indicators by financial statement assertion.
Agents apply firm-defined tests, build formulaic workpapers, cite evidence, and surface exceptions across financial statements and employee benefit plan engagements.
Agents keep inputs, calculations, exceptions, citations, and reviewer feedback visible so auditors can trace the work, assess the sufficiency of the evidence, and stay in control.
Agents draft financial statements and footnotes, run quality checks, support disclosure review, and surface gaps for auditor judgment.
Basis seamlessly integrates with your existing stack: binder, portal, and legacy tools.
Basis brings approved procedures, prior-year work, and engagement-specific context into each new job.
Built to protect client data from day one. Learn more here.
Security controls undergo an annual audit.
Client data stays within US-based infrastructure.
Basis does not train the models on client data.