Numeric
Finance
AI-powered financial close and accounting automation software
accountingfinancial-closereconciliation
View →
Basis
AI agents built for accountants to run accounting, tax, and audit work
Claimed API Teams
About Basis
Basis is an AI agent platform for accounting firms that runs accounting, tax, and audit workflows end to end for human review, integrating with QuickBooks and Xero, and raised $100M at a $1.15B valuation in 2026.
Basis equips accounting firms with a team of AI agents that understand accounting, learn each client's specifics, and execute complex workflows under directed instruction. Rather than rigid rules, the agents handle tasks such as transaction processing, reconciliations, financial statement preparation, tax work, and audit support, then deliver output ready for a human accountant to review. The goal is to move professionals from performing routine work to supervising it, expanding capacity for advisory and growth. Built on frontier OpenAI models and integrated with ledger systems like QuickBooks and Xero, Basis is adopted by top accounting firms and reports meaningful time savings. The company raised a $100M Series B at a roughly $1.15 billion valuation in early 2026, led by Accel with GV and Khosla Ventures, underscoring strong momentum for agentic AI in professional services.
TL;DR
Basis is an AI agent platform for accounting firms that runs accounting, tax, and audit workflows end to end for human review, integrated with QuickBooks and Xero, backed by a $100M Series B at a $1.15B valuation.
Company overview
Basis, founded in 2023, builds AI agents used by top accounting firms to take on structured accounting, tax, and audit work with human oversight. It raised a $100M Series B at a roughly $1.15 billion valuation in February 2026, led by Accel with GV and Khosla Ventures, bringing total funding to about $138M.
The company positions agentic AI as a way to expand firm capacity, shifting staff from performing routine work to reviewing agent output.
Product features
Basis deploys AI agents that understand accounting, learn client specifics, and execute workflows such as transaction processing, reconciliations, financial statement preparation, tax, and audit support under directed instruction. Agents run in the background and deliver review-ready output.
Built on frontier OpenAI models and integrated with ledgers like QuickBooks and Xero, the platform emphasizes reliability and human review at critical decision points.
Target market
Basis targets mid-to-large accounting firms and their client accounting services, tax, and audit teams looking to automate structured work while keeping professionals in control.
Buyer personas
End users
Accountants, tax preparers, and auditors who assign and review agent work.
Buyers
Firm partners and practice leaders.
Key influencers
IT and operations staff managing ledger integrations and security.
Ideal customer profile
Accounting firms seeking to expand capacity by automating structured accounting, tax, and audit workflows.
Funding & performance
Basis raised a $100M Series B at a ~$1.15B valuation in February 2026 (total ~$138M); verify exact figures with primary sources.
Pros & cons
Pros
- Purpose-built for accounting workflows
- Runs work end to end with human review
- Integrates with QuickBooks and Xero
- Adapts to specific client needs
- Strong adoption among top firms
- Well funded with frontier-model backing
Cons
- Enterprise pricing, no public tiers
- Requires firm process change to adopt
- Human review still required for accuracy
- US/English accounting orientation
- Not for individual consumers
- No self-serve free trial
Pricing plans
Enterprise
Contact
- AI agents for accounting/tax/audit
- QuickBooks and Xero integration
- Human review workflows
- Custom firm pricing
Key features
API
Team collaboration
Integrations
QuickBooks, Xero, Ledger systems
Input types
text, file
Output types
text, file
Best For
accounting firms, tax teams, audit teams
Compare key features
View all alternatives →Feature
Basis
Numeric
Rogo
Pricing
Contact for pricing
Paid
Paid
Free plan
No
No
No
Free trial
No
Yes
No
API
Yes
Yes
Yes
Team support
Yes
Yes
Yes
Frequently asked questions
What is Basis?+
Basis is an AI agent platform built for accountants that runs accounting, tax, and audit work end to end for a human accountant to review.
Which systems does it integrate with?+
It integrates with ledger systems including QuickBooks and Xero, plus firm workflows.
Does Basis replace accountants?+
No. It shifts staff from doing routine work to reviewing agent output, keeping humans in control of final decisions.
Who uses Basis?+
It is adopted by top accounting firms across client accounting services, tax, audit, and advisory work.
How is Basis funded?+
Basis raised a $100M Series B at a roughly $1.15B valuation in early 2026, led by Accel with GV and Khosla Ventures.
Reviews (0)
Loading reviews…
Compare
Compare Basis with other AI tools
Side-by-side pages for pricing, features, and best-fit use cases.
Similar tools you may like
Paid
Rogo
Finance
An agentic AI platform for financial analysis and research.
ai for financefinancial analysisai agents
View →
Puzzle
Finance
AI-native accounting and general ledger built for startups
accountingAI bookkeepingstartups
Free planView →
Arta Finance
Finance
AI-guided private wealth platform bringing ultra-wealthy tools to more investors
private-wealthai-advisorprivate-markets
View →