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Basis executes the month-end close end to end using your firm’s client-specific policies, templates, mappings, and review standards. Your team resolves exceptions, applies judgment, and spends more time with clients.
Every new client adds more manual work: transaction entries, schedules, reconciliations, reporting packages, with a tight close deadline. Basis does the tedious work so teams focus on higher leverage work.
Manual preparation, rework, and review cycles increase client bills or erode fixed-fee engagement economics. Basis executes compliance and the month-end close end to end consistently to make costs predictable.
Manual, recurring work is all-consuming and leaves no time to interpret results or advise clients better. Basis gives teams more time to interpret results, talk with clients, and advise them on what to do next.
Agents deliver accurate and reliable work. Accountants focus on clients and insights.
Agents apply client-specific context, firm templates, guidelines, and review standards to recurring work.
Agents code bank and credit-card activity with accounting context, explain the treatment, automatically push high-confidence transactions, and flag low-confidence items for review.
Agents compare the ledger with statements and schedules, surface exceptions, and draft reporting packages and variance analysis.
Agents keep source support, calculations, explanations, confidence levels, and exceptions in one inspectable platform so reviewers stay in control.
Basis brings approved procedures, prior work, and accountant feedback into each recurring workflow, month after month and year after year.
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.