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Basis does your recurring close work with your company’s policies, templates, mappings, and review standards. Your team handles exceptions, applies judgment, and gets time back for strategic analysis.
Messy docs, manual prep and slow handoffs delay your close. Basis corrals company context and does the close so teams can compress timelines from weeks to days.
Repetitive processing takes the time accountants want to spend understanding results. Basis handles the mechanical work so teams have time to thoroughly review and uncover insights.
Errors occur under deadline pressure and often aren't caught until later. Basis applies your policies, mappings, and thresholds consistently every month. Exceptions are surfaced instantly so they are resolved before the numbers reach leadership.
Agents deliver accurate and reliable work. Accountants focus on exceptions and insights.
Agents apply your policies, chart of accounts, mappings, thresholds, and review standards across the team.
Agents read source files, build schedules and workpapers, and post approved entries to your ERP.
Agents reconcile data, surface exceptions and match ledger activity to statements, subledgers, and schedules.
Agents track inputs, assumptions, calculations, exceptions, and source evidence in one inspectable platform.
Agents analyze variances, draft commentary, and build reporting packs month after month and year after year.
Agents sift through years of financial documents to address stakeholders’ one-off requests.
Basis brings prior workpapers, ledger history, and reviewer feedback into each recurring 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.