Basis vs Byron (2026)

Agents code bank and credit card activity, automatically push high confidence transactions and flag low confidence items for review, and compare each client's ledger with statements and schedules. They reach the customer's systems through revocable tokens instead of stored credentials. The demo request form asks for the firm's current ERP, but Basis names none of the ERPs, ledgers or file systems it connects to.

SourceBasis, getbasis.ai/solutions/cas-and-advisory and getbasis.ai/securityread 2026-09-06

Byron syncs from accounting software, tax systems, email and document management systems, and keeps Excel synced both ways, with reviewer edits flowing back into Byron and into the tax engine. Approved output moves into the firm's tax software under role based export permissions. Canopy and Truss are named as integrated platforms, but the tax engines Byron exports to are not named.

SourceByron, usebyron.com/business-tax and usebyron.com/securityread 2026-09-06

The agents run the month end close end to end for every client using the firm's policies, templates, mappings and review standards. That close covers coding transactions, reconciling each client's ledger against statements and schedules, surfacing exceptions and drafting reporting packages and variance analysis.

An end to end tax platform deploys agents across the entire return, from intake to review ready workpapers, and for audit the agents carry out testing with cited evidence. Agents carry out multi step work across whole workflows on Basis's own platform and coordinate tasks across accounting processes.

SourceBasis, getbasis.ai/solutions/cas-and-advisory and getbasis.airead 2026-09-06

Agents run a six stage pipeline across the engagement, pulling client data and generating PBC request lists, organizing the binder, learning last year's return, applying book to tax adjustments, generating the Excel workpapers, and review and export. A specialized agent handles each stage, and Byron says its agents use tools and integrations to run the whole job, from gathering documents to preparing the return for review.

SourceByron, usebyron.com/business-taxread 2026-09-06

The agents operate continuously in the background across a firm's clients, coordinating tasks and returning completed deliverables for review instead of running only when invoked. Recurring closes run month after month, with high confidence transactions pushed automatically. Basis does not say what starts each run, whether a schedule or a ledger or bank feed event.

SourceBasis, businesswire.com release of 24 February 2026 (vendor issued) and getbasis.ai/solutions/cas-and-advisoryread 2026-09-06

Agents are long running by design. They stay on the engagement and pick up where they left off as new documents land, sync from accounting software, tax systems, email and document management systems, process new documents as they arrive and flag what changed, and ask clients for what is missing. A Chat surface also takes instructions. Byron does not say whether the firm can configure schedules or further inbound channels.

SourceByron, usebyron.com/business-tax and usebyron.comread 2026-09-06

Agents apply the firm's client specific policies, templates, mappings, guidelines and review standards to recurring work. Approved procedures and prior work come into each recurring workflow month after month and year after year, so the firm's methodology and each client's context persist across runs and stay in use. Basis does not say how that knowledge is stored.

SourceBasis, getbasis.ai/solutions/cas-and-advisoryread 2026-09-06

Byron ingests each client's prior year workpapers and return, learns how the firm treated specific items across M1, M3, depreciation and state apportionment, and maps current year data onto the same structure with the same tabs, templates and conventions, applying similar treatment as last year and surfacing exceptions. That store of the firm's own prior work per client persists across years and is queried on each engagement, and every prepared value traces back to its source document.

SourceByron, usebyron.com/business-taxread 2026-09-06

Each recurring workflow picks up approved procedures, prior work and accountant feedback month after month and year after year, which Basis calls carrying context forward. Basis describes no conversational session state, and it does not say where the carried forward context is kept or for how long.

SourceBasis, getbasis.ai/solutions/cas-and-advisoryread 2026-09-06

A Chat surface takes instructions and completes tasks, carrying conversation state inside a session. There is no memory layer with a stated scope and lifetime. The engagement state agents pick up where they left off is the application's work product, and the prior year treatments for each client are the firm's knowledge, not agent memory.

SourceByron, usebyron.com and usebyron.com/business-taxread 2026-09-06

Agents push high confidence transactions automatically and route low confidence items to human review. Reviewers work in one inspectable platform that holds source support, calculations, explanations, confidence levels and exceptions. The firm's team resolves exceptions and applies judgment before deliverables go out. Basis does not say whether the confidence threshold can be configured.

SourceBasis, getbasis.ai/solutions/cas-and-advisoryread 2026-09-06

Nothing exports to the firm's tax software until the firm reviews, approves and signs off. In the approval workflow, agents suggest next steps and reviewers approve the work before it moves forward. Review starts from the exceptions most likely to need attention, the review package carries override and sign off history, and every item has a confidence flag, all inside Byron's own review queue.

SourceByron, usebyron.com/business-taxread 2026-09-06

Basis holds SOC 2 Type II, ISO 27001 and ISO 42001 certification, and the SOC 2 report is available under NDA. Customers are kept strictly separate from one another, with role based access. Multi factor authentication is enforced across all accounts, and access to customer systems is held as revocable tokens instead of stored credentials. Basis names no SSO, SAML or SCIM through the customer's own identity provider and describes no admin permissions. GDPR and CCPA are marked coming soon.

SourceBasis, getbasis.ai/securityread 2026-09-06

Byron is SOC 2 Type II compliant, audited annually against the Trust Services Criteria with the report shared under NDA, aligns with IRS Publication 4557 and has annual independent penetration testing. The firm controls access, with support for all common single sign on protocols, role based access that decides who can see which clients and engagements, enforced multi factor authentication and role based export permissions.

SourceByron, usebyron.com/securityread 2026-09-06

Every agent action is logged and auditable, and AI steps show their sources, changes and rationale. Agents keep source support, calculations, explanations, confidence levels and exceptions in one inspectable platform so reviewers stay in control. Basis does not say whether the log can be exported outside the platform.

SourceBasis, getbasis.ai/security and getbasis.ai/solutions/cas-and-advisoryread 2026-09-06

Every prepared value traces back to its source document and supporting context, and an audit trail that follows the workbook records every action, edit, comment, approval, override, workbook update, sync event and export, so every value and action has an audit log.

SourceByron, usebyron.com/security and usebyron.com/business-taxread 2026-09-06

Hosting is US only, and all customer data is stored in the United States. Client data stays within US based infrastructure. Customers cannot choose a region, and Basis names no customer cloud, on premises or customer tenant option. Backups are encrypted, taken daily and kept with geographic redundancy within Basis's own infrastructure.

SourceBasis, getbasis.ai/security and getbasis.ai/solutions/cas-and-advisoryread 2026-09-06

All data is stored and processed in US data centers on AWS, and no data leaves the country. There is no region a customer selects, no customer cloud, on premises or customer tenant option, and no way to choose.

SourceByron, usebyron.com/securityread 2026-09-06

One platform is sold through practice area solutions for CAS and advisory, tax, audit and corporate accounting, and each solution has agents doing that practice's work. Basis calls it one platform for all of CAS. The agents are unnamed, so there is no named set of prebuilt agents for a customer to choose among. An end to end tax platform deploys agents across the entire return.

SourceBasis, getbasis.ai and getbasis.ai/solutions/cas-and-advisoryread 2026-09-06

The specialized agents for book to tax adjustments, depreciation, apportionment and partnership allocations are stages of one business tax pipeline, and Byron sells one platform through two solution pages, Business Tax and K-1 Processing. There is no catalog, template library or named set of agents the customer chooses among, and Byron does not say whether K-1 Processing can be adopted on its own.

SourceByron, usebyron.com and usebyron.com/business-taxread 2026-09-06

Customer data never trains any model. Basis does not say which model providers sit behind the agents, and it names no way for customers or admins to select a model. Its blog carries a post on progress in OpenAI's models.

SourceBasis, getbasis.ai/securityread 2026-09-06

No model provider is named. Byron's security FAQ refers to its AI providers in the plural, under terms that prohibit training, and the agents use tools such as Python for calculation. Neither customers nor admins can select a model, and the plural is a passing mention, not routing.

SourceByron, usebyron.com/securityread 2026-09-06

The product is sold by demo. Basis publishes no docs, developer or API page, and it names no API, SDK, MCP server or agent card that an outside caller could use to drive it.

SourceBasis, getbasis.ai and getbasis.ai/securityread 2026-09-06

Byron integrates directly with the accounting platforms Canopy and Truss, and its launch release describes those platforms bringing Byron into their own workflows, which means an outside platform invokes Byron. There is no public API reference, SDK, MCP server or agent card for the Byron platform, the site has no developer link, and the app sits behind a login. The current pages do not say which way the Canopy and Truss integration runs.

SourceByron, usebyron.com and the vendor issued release of 27 May 2026read 2026-09-06

Confidence levels on each coded transaction send low confidence items to review, one output at a time. The company's security controls go through an annual audit. Basis names no evaluation harness, scored test cases or optimization loop, and no quality check for changes to an agent.

SourceBasis, getbasis.ai/solutions/cas-and-advisory and getbasis.ai/securityread 2026-09-06

There is no evaluation harness, scored test cases, quality gate on a change to an agent or optimization loop. A confidence score on every prepared item routes reviewers to what needs attention, which checks each output instead of testing a change, and the published 99 and 97 percent accuracy figures are Byron's benchmark of its own product, not something the firm can run.

SourceByron, usebyron.com/business-tax and usebyron.comread 2026-09-06

Agents reach the customer's ledger and files through revocable token access and work over documents inside Basis's own platform. Basis names no browser, desktop or computer control.

SourceBasis, getbasis.ai/security and getbasis.ai/solutions/cas-and-advisoryread 2026-09-06

Agents reach the firm's systems through connections to file storage, accounting systems, email, Excel and tax software, and work inside Byron's own workspace without controlling a browser, desktop or computer. Byron does not say how approved output is pushed into the tax engine.

SourceByron, usebyron.com/business-taxread 2026-09-06