Basis

DemoTax and Accounting

An AI-native platform that provides accounting firms with "agentic" assistants capable of autonomously executing end-to-end workflows like month-end closes, tax preparation, and audit testing.

Founded by: Mitchell Troyanovskyin 2023

DemoTax and Accounting

An AI-native platform that provides accounting firms with "agentic" assistants capable of autonomously executing end-to-end workflows like month-end closes, tax preparation, and audit testing.

Founded by: Mitchell Troyanovskyin 2023

You can use Basis to automate complex accounting tasks across your entire firm. It handles bookkeeping, tax preparation, audit procedures, and advisory work from start to finish. The AI agents execute workflows in the background and deliver completed work ready for review. You can set up agents for client services, in-house accounting, tax planning, and audit assurance. Your team shifts from doing manual work to reviewing completed tasks, allowing you to take on more clients and complex engagements while maintaining quality standards.

Integrations

XeroQuickBooksSage