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Basis

Long-horizon AI agents that do accounting-firm work end to end.

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About

Basis (New York, founded 2023) builds AI agents for accounting firms that run multi-step workflows — tax returns, audit testing, reconciliations — over hours, with accountants reviewing and approving the output. It raised $100M at a $1.15B valuation in February 2026 and says ~30% of the top 25 US firms use it.

Strengths: genuinely agentic execution (including a claimed end-to-end 1065 tax return), and firm-level visibility across all clients. Limitations: pricing is sales-led with no public tiers, and the agents are young — review discipline matters.

What it can do

  • Long-horizon accounting agents
  • Automated tax return preparation
  • Audit testing and workpaper generation
  • Reconciliation and variance analysis
  • Firm-wide portfolio visibility
  • Human review and approval gates

Setup

  1. Contact Basis for a firm onboarding call.
  2. Connect client books and document sources.
  3. Assign agent workflows (close prep, tax, audit) to client portfolios.
  4. Review and approve agent-completed work in the firm dashboard.

Prerequisites

Accounting firm with multi-client workload; existing accounting systems.

Use cases

automation

Works with

Any agent (.md)

Trust score — 7/10

/10 trustMetrics-checked

Scored 7/10 (metrics tier, metrics-v1). Evidence: $100M Series B at $1.15B valuation (Feb 2026); ~30% of top 25 US firms claimed by company; No public pricing; sales-led; Agents are young — review discipline required. License: Proprietary SaaS..

How the trust score is built

Full methodology →
Adoption · stars/downloads, log-scaled vs peers
7.0/10
Maintenance · recency, releases, issue load
7.0/10
Openness · license + docs
4.0/10
Manual review · sanity read + red-flag check
7.0/10
  • · $100M Series B at $1.15B valuation (Feb 2026)
  • · ~30% of top 25 US firms claimed by company
  • · No public pricing; sales-led
  • · Agents are young — review discipline required

Sources

Every fact above was checked against these sources. Where a claim comes from the provider and couldn't be independently verified, the text says so.