Platform for accounting firms
Basis
Long-horizon AI agents that run an entire close, tax return or audit test for accounting firms — the most heavily funded company in this category.
At a glance
- What it is
- Platform for accounting firms
- Relationship to your books
- Runs on top of your existing ledger
- Starting price
- Not published
- Pricing basis
- Not published.
- Human involvement
- Software only
- QuickBooks Online
- Not published
- Xero
- Not published
- Multi-entity
- Yes
- Income tax filing
- Yes
- Free trial or free tier
- Not published
- Best suited to
- A mid-size to large accounting firm with a CAS, tax or audit practice big enough that shifting staff from preparation to review changes the economics of a whole department.
- Tested by the AI Ledger Benchmark
- Not yet — see the benchmark programme
- Facts verified
- September 4, 2026
Basis builds agents that work complex accounting workflows end to end so staff start at review rather than at data entry, across client advisory, tax and audit. It raised a $100M Series B led by Accel in February 2026 at a $1.15B valuation, and states roughly 30% of the top 25 US accounting firms use the platform. Nothing about pricing, integrations or accuracy is published.
Who it is for
Choose Basis if: A mid-size to large accounting firm with a CAS, tax or audit practice big enough that shifting staff from preparation to review changes the economics of a whole department.
Look elsewhere if: No published pricing, integrations or accuracy data whatsoever, or if any of the limitations below are load-bearing for your business.
Basis pricing
Basis does not publish complete pricing. Not published. Budget for a sales conversation, and ask for the price at your entity count and transaction volume specifically — quote-based vendors in this category vary widely by account.
Accounting platform compatibility
This is the first thing to check. A product that replaces your ledger is a migration; one that sits on top of it is reversible.
| Platform | Support |
|---|---|
| QuickBooks Online | Not published |
| Xero | Not published |
| NetSuite | Not published |
| Sage Intacct | Not published |
| Own general ledger | No |
Capabilities
| Capability | Status |
|---|---|
| Automated transaction categorization | Yes |
| Bank / account reconciliation | Yes |
| Month-end close workflow | Yes |
| Accounts payable / bill pay | Not published |
| Invoicing / accounts receivable | Not published |
| Receipt & document capture | Not published |
| Multi-entity support | Yes |
| Classes, departments or locations | Not published |
| Accrual-basis accounting | Yes |
| Revenue recognition | Not published |
| Inventory accounting | Not published |
| Payroll (included or native) | No |
| Sales tax handling | Not published |
| Income tax return filing | Yes |
| CFO / advisory service | No |
| Anomaly & error detection | Not published |
AI and developer surface
| Feature | Status |
|---|---|
| Named AI agents that complete work | Yes |
| Natural-language assistant over your books | Not published |
| Public API | Not published |
| MCP server / LLM-native access | Not published |
| White-label for firms | Not published |
Strengths
- Agents are designed for long-running, multi-hour workflows rather than single-prompt tasks — a materially different architecture from categorization tools
- Covers tax preparation and audit testing, not just bookkeeping
- Capital position ($100M Series B, Accel-led, February 2026) removes near-term continuity risk
- Adoption among large firms suggests it survives real review standards
Limitations
- No published pricing, integrations or accuracy data whatsoever
- Firm-only: an individual business cannot buy it
- Efficiency claims in customer quotes are unaudited and firm-specific
- Aimed at practices with enough volume to justify a change-management programme
What we could not verify
Most sites in this category would state these as facts. We list them as gaps, and they are the questions to put to Basis directly.
- All pricing
- Which general ledger and tax systems are supported
- How agent output is reviewed and what the error profile looks like
Frequently asked
How much does Basis cost?
Basis does not publish pricing. Not published. We do not estimate prices we cannot verify.
Does Basis work with QuickBooks Online?
Basis does not state whether it supports QuickBooks Online. We have flagged this as unverified rather than guessing.
Does Basis include a human bookkeeper?
Software only. No accountant is included. You or your accountant review the output.
Has AI Ledger Intelligence tested Basis?
No. We have not run Basis against a transaction set, and we do not claim hands-on experience we do not have. This page is a verified-data profile built from primary sources. Our benchmark programme explains the accuracy testing we intend to publish and how it will be run.
Alternatives to Basis
Closest products by category, ledger relationship, human involvement and price.
Booke AI
$129/mo$129/month AI bookkeeper that works inside your existing QuickBooks Online or Xero and hands you an exception queue.
Botkeeper
$53/moPer-entity licensing for accounting firms, with the only published volume-discount ladder in the firm category.
Double
$200/moMonth-end close and client-management workflow for firms, with two-way sync into four major ledgers.
Sources for Basis
Every figure on this page was read from the vendor’s own published material or from named trade press on the date shown. We do not estimate prices.
- Basis site — getbasis.ai, retrieved September 4, 2026
- CPA Practice Advisor — Basis raises $100 million to deploy AI agents for accounting firms (24 February 2026) — cpapracticeadvisor.com, retrieved September 4, 2026
Record last verified September 4, 2026.