Basis
AI agents that run full accounting workflows end-to-end for accounting firms, reviewed and approved by humans.
About
Basis is an AI agent platform built for accounting firms, not for DIY bookkeeping. Its agents complete complex multi-step workflows end-to-end across client books: transaction categorization, reconciliations, journal entry drafting, month-end close preparation, and client report generation. Accountants review and approve the agent-completed work through a firm-facing interface that shows the status of every client's books in one place. The company says its models are built specifically for high accounting performance, with per-firm customization so agents learn each client's patterns and requirements.
The company was founded in 2023 by Matthew Harpe and Mitchell Troyanovsky. It raised a $34 million Series A in December 2024 led by Khosla Ventures and a $100 million Series B in February 2026 led by Accel with Google Ventures and former Goldman CEO Lloyd Blankfein, reaching a $1.15 billion valuation and roughly $138 million in total funding. Basis says it now works with about 30% of the Top 25 accounting firms, a vendor-stated figure. Pricing is not public and goes through a sales process, so smaller firms will only learn costs in conversation.
What it can do
- Autonomous AI agents completing multi-step accounting workflows end-to-end
- Client book review, transaction categorization, and reconciliations
- Journal entry drafting and month-end close preparation
- Firm-wide dashboard showing agent-completed work across all clients
- Review-and-approve model: agents work, accountants sign off
- Custom models trained per accounting firm and their clients
- Coverage across CAS, tax, and audit practices
Setup
- Contact Basis through getbasis.ai to discuss your firm's client portfolio and workflows.
- Scope which workflows to delegate first: bookkeeping, close prep, tax, or audit support.
- Connect the agents to your client books and existing accounting stack.
- Agents begin completing workflows; your accountants review and approve output.
- Expand across more clients and workflows as the models learn firm patterns.
Prerequisites
An accounting firm with a client portfolio; engagement through Basis's sales process.
Use cases
Works with
Trust score — 8/10
Scored 8/10 (verified tier, metrics-v1). Evidence: $34M Series A (SiliconANGLE, Dec 2024) and $100M Series B at $1.15B valuation led by Accel with GV (PYMNTS, Crowdfund Insider, Feb 2026); founded 2023 by Harpe and Troyanovsky (FFNews); dynamicbusiness.com review positions it at the agentic end of firm AI tooling. Strengths: unicorn valuation with top-tier backers, founder pedigree, clear firm-facing positioning. Docked for: (1) the 30%-of-Top-25-firms figure is vendor-stated; (2) no public pricing and no public benchmarks of agent accuracy. License: proprietary.
How the trust score is built
Full methodology →- Adoption · stars/downloads, log-scaled vs peers
- 8.0/10
- Maintenance · recency, releases, issue load
- 9.0/10
- Openness · license + docs
- 5.0/10
- Manual review · sanity read + red-flag check
- 9.0/10
- · $100M Series B at $1.15B valuation led by Accel with GV, Feb 2026 (PYMNTS, Crowdfund Insider); $34M Series A Dec 2024 led by Khosla (SiliconANGLE)
- · Founded 2023 by Matthew Harpe and Mitchell Troyanovsky (FFNews); Essex Labs Inc.
- · Vendor states ~30% of Top 25 accounting firms as customers; firm-facing AI agent positioning corroborated by dynamicbusiness.com
- · No public pricing - sales process only; no public benchmarks of agent accuracy
- · Unicorn with top-tier backers but capability claims unverifiable from outside
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.