Basis
Copilot-to-autopilotAccounting and auditAI agents that perform accounting work end-to-end for accounting firms across CAS, tax, audit, and advisory.
Evaluated for finance close workflows, buyer proof, and implementation controls.
Positioning
Basis turns accountants into reviewers by letting agents run long accounting workflows in the background.
Best fit
Accounting firms with repeatable engagement workflows and senior reviewers who can validate finished work.
Work automated
Use these as the first workflow checks before shortlisting the vendor.
Client accounting servicesTax workpaper preparationAudit supportAdvisory prep
Proof to request
Evidence that should exist before a pilot or purchase.
- Quality benchmarks against experienced staff output
- Review queue controls and exception rates
- Client data isolation and firm knowledge handling
Operating controls
Controls that keep agentic work auditable and accountable.
- Require preparer and reviewer traceability
- Keep client signoff and filing responsibility human-owned
- Audit model outputs before adding new service lines