What are the best alternatives to Basis?

Based on documented capability coverage across the Agentic Index 14 point taxonomy, the closest alternatives to Basis among enterprise operations agents are Cleavr, Eudia, Ramp, alfred_. Each is graded on the same public evidence, and no vendor pays for placement.

Does Basis require human approval before an agent acts?

Full under the Agentic Index verification standard. Basis publishes public evidence of human approval steps and guardrails, so an agent action can be held for review before it executes. Evidence basis: The delivery model is review gated by design: agents run the work and return completed deliverables for a human accountant to review, which Basis describes as shifting staff from doing the work to checking it, with rules based controls boun. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

Does Basis give you tracing and observability into agent runs?

Partial under the Agentic Index verification standard. Basis publishes some public evidence of logging or observability, but narrower than full tracing and auditability across agent runs. Evidence basis: Completed deliverables are handed back for accountant review so output is inspected before it is relied on, but agent run tracing, execution logging, or a decision audit trail was not documented, Basis Series B announcement 2026-02-24. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. No vendor pays for placement.

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Basis

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Enterprise operations agent Verified 2026-06-23

Entry priceContact salesFull pricing detail

Long-horizon AI agents for accounting firms that run end-to-end CAS, tax, and audit work with immutable audit trails and confidence scoring.

Basis builds long-horizon AI agents for accounting firms that run end-to-end client advisory, tax, and audit work with immutable audit trails and confidence scoring. A $1.15B unicorn (after a $100M Series B in Feb 2026 from Accel, GV, and Lloyd Blankfein), it claims the first AI to autonomously complete a Form 1065 and is used by roughly 30% of the top-25 US accounting firms.

Vendor details

Canonical URL

https://getbasis.ai

Subcategory

Finance — AI agents for accounting firms

Use cases & customers

Primary use cases

client advisorytax preparationaudit automation

Target customers

accounting firmsenterprise

Deployment options

SaaS

In practice

Tax season means your staff buried in returns that follow the same steps every time. Basis runs long-horizon agents that complete client advisory, tax, and audit work end to end, including autonomously preparing a Form 1065.

You can't put your name on AI work you can't trace. Basis attaches an immutable audit trail and confidence scoring to every step, so a reviewer sees exactly what the agent did and how sure it was.

Your firm wins more clients than your headcount can service. Basis runs the repeatable advisory, tax, and audit work end to end, so your team's time goes to the accounts that need real judgment.

Agentic Index coverage score

6.0 / 14 capabilities · 43%

Integrations & Tool CallingBasis integrates with ledger systems including QuickBooks and Xero and works alongside existing accounting software and file systems without replacing them, but a documented tool calling surface or broader integration catalogue was not retrieved, Basis platform documentation 2026-06-16	Partial
Workflow OrchestrationBasis agents complete accounting, tax and audit workflows end to end, coordinating tasks across accounting processes, on an agent based architecture that executes multistep financial processes using language models combined with rules based controls and domain specific accounting logic, with the company demonstrating an agent that autonomously completed an end to end 1065 partnership tax return, Basis Series B announcement 2026-02-24	Full
Knowledge Grounding & RAGAgents onboard onto accounting engagements and complete workflows to each firm's own standards across client accounting services, tax, audit and advisory, grounded in domain specific accounting logic and client specific context, Basis platform documentation 2026-06-16 and company profile 2026-07-22	Full
Human Oversight & GuardrailsThe delivery model is review gated by design: agents run the work and return completed deliverables for a human accountant to review, which Basis describes as shifting staff from doing the work to checking it, with rules based controls bounding agent behavior, Basis Series B announcement 2026-02-24 and platform documentation 2026-06-16	Full
Security, Identity & GovernanceNo security attestations, identity controls, or agent permission model was retrieved in this pass, Basis product pages 2026-07-22	Unable to verify
Observability & AuditabilityCompleted deliverables are handed back for accountant review so output is inspected before it is relied on, but agent run tracing, execution logging, or a decision audit trail was not documented, Basis Series B announcement 2026-02-24	Partial
Memory & State PersistenceAgents onboard engagements and learn client specific needs so context carries across a client relationship, but a documented agent memory or state persistence mechanism was not retrieved, Basis company profile 2026-07-22	Partial
Deployment & Data ResidencyNo deployment options, regional hosting, or data residency controls were retrieved in this pass, Basis product pages 2026-07-22	Unable to verify
Prebuilt Agents, Templates & PacksAgents ship purpose built for accountants across client accounting services, tax, audit and advisory practices and are in production at around 30 percent of the top 25 US accounting firms, but a named agent catalogue or template library was not documented, Basis Series B announcement 2026-02-24	Partial
Triggers & Channel CoverageAgents operate continuously in the background across a firm's book of clients rather than running only when invoked, returning completed deliverables when work is done, Basis Series B announcement 2026-02-24	Full
Model Flexibility & RoutingThe architecture combines language models with rules based controls but exposes no customer facing model choice or routing, Basis Series B coverage 2026-02-24	Unable to verify
APIs, SDKs & MCP ExtensibilityNo API, SDK, MCP surface, or customer agent builder was retrieved in this pass, Basis product pages 2026-07-22	Unable to verify
Testing, Debugging & OptimizationNo agent testing, simulation, or versioning tooling was retrieved in this pass, Basis product pages 2026-07-22	Unable to verify
Browser & Computer UseNo browser or computer use capability was documented, Basis product pages 2026-07-22	Unable to verify

The Agentic Index coverage score grades every vendor Full, Partial or Unable to verify against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded

Recent platform changes

2026-08-05·Agent capabilityVerified

Basis launched its End-to-End Tax Platform, introducing the ability to deploy AI agents across the entire tax return lifecycle. This marks the first platform from the company designed to handle the complete tax preparation process.

Bears on: Agent capability

View source

View all 1 change for Basis →Tracked since Aug 2026 · Verified from public vendor sources

Pricing

Contact sales

flat

What is public

Basis (getbasis.ai - AI-agent platform for ACCOUNTING FIRMS; agents do end-to-end accounting/tax/audit/CAS work (reconciliations, journal entries, financial summaries, tax prep, audit trails) for human accountants to review; integrates with QuickBooks + Xero) is firm-facing and sales-led - no public price tiers.

Billing mechanics

Custom/sales-led pricing for accounting firms (solo practitioners to 100+-person firms); model not publicly disclosed. No public figures.

Additional watchouts

Custom firm-facing pricing only (no public model); NOTE getbasis.ai is the product (basis.ai is an unrelated org); Series-B funding-lead details differ across sources

Sales call required

Yes, required for paid access

Commercial notes

New York, founded 2023 (Matthew Harpe & Mitchell Troyanovsky); ~$138M total raised incl. a Series B at a $1.15B valuation (Feb 2026) - reported as the first pure-play AI-accounting unicorn (investor-lead details vary across sources); used by ~30% of the top 25 US accounting firms (named: Wiss, UHY, Pinion); competes with Intuit/QuickBooks agents, Accrual, Pilot, Numeric, Puzzle, Rillet

Support SLA / resale

Firm-facing platform with visibility/control over agent decisions ('trust, transparency, verification'); built on OpenAI models (o3/GPT-5); integrates QuickBooks + Xero; partners directly with firms across CAS, tax, audit, advisory

Agentic Index verified 2026-06-25

Official pricing page

Related vendors

Alternatives to Basis

The closest documented capability profiles to Basis among enterprise operations agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.

Cleavr5.0 / 14A lighter documented profile than Basis
Eudia6.0 / 14Adds documented Security, Identity & Governance
Ramp6.0 / 14Fuller documented coverage on Prebuilt Agents, Templates & Packs
alfred_6.5 / 14Adds documented Security, Identity & Governance and Deployment & Data Residency
Humanly4.5 / 14A lighter documented profile than Basis
Luminance6.5 / 14Fuller documented coverage on Observability & Auditability and Memory & State Persistence

Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded

Compare Basis with other vendors →Compare all enterprise operations agents →See where Basis ranks →

Data confidence: high

Head to head

Basis vs Byron Basis vs Synthetic