How much does Basis cost?

No public pricing; Basis sells to accounting firms and enterprises by demo, with custom terms.

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 Docyt, Maxima AI, Byron, Otel AI. Each is graded on the same public evidence, and no vendor pays for placement.

Does Basis have SOC 2, SSO and role based access control?

Full under the Agentic Index verification standard. Basis publishes public evidence of enterprise security and identity controls, covering a compliance posture such as SOC 2 or ISO 27001, single sign on (SSO or SAML), and role based access control (RBAC). Evidence basis: Basis publishes both certifications and an access model on its security page: SOC 2 Type II, ISO 27001 and ISO 42001 certification with the SOC 2 report available under NDA, and strict separation between customers with role based access, wi. 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?

Full under the Agentic Index verification standard. Basis publishes public evidence of tracing, observability and audit logging into agent runs, so a team can see what an agent did and why. Evidence basis: The security page states every agent action is logged and auditable and that AI steps show sources, changes and rationale, and the CAS page documents agents keeping source support, calculations, explanations, confidence levels and exception. Graded from public evidence only against the Agentic Index 14 point capability taxonomy. 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: Agents push high confidence transactions automatically and route low confidence items to human review. Reviewers work in one inspectable platform holding source support, calculations, explanations, confidence levels and exceptions, and the. 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 agentindependentVerified 2026-09-06

Entry priceContact for pricingFull 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 AI agents that do accounting work end to end for accounting firms and corporate finance teams, across client accounting services, tax and audit, so that accountants start at review rather than preparation.

For client advisory practices its agents run the month end close for every client using the firm's own policies, templates, mappings and review standards: they code bank and credit card activity with an explanation of the treatment, push high confidence transactions automatically and flag low confidence items for a person, reconcile the ledger against statements and schedules, surface exceptions, and draft reporting packages and variance analysis. For tax it prepares the entire return from client intake to review ready workpapers, and for audit it executes testing and cites the evidence behind every conclusion.

Every agent action is logged, and each item carries its source support, calculations, rationale and confidence level in one inspectable platform so reviewers stay in control; approved procedures, prior work and accountant feedback are carried into each recurring close, month after month. Basis is SOC 2 Type II, ISO 27001 and ISO 42001 certified, separates customers with role based access, enforces multi factor authentication, reaches customer systems through revocable tokens rather than stored credentials, never trains models on client data, and hosts all customer data in the United States.

It raised $100 million at a $1.15 billion valuation in February 2026 from Accel, GV and Khosla Ventures, reports use at a large share of the top US accounting firms including Wiss, Citrin Cooperman, Sikich, UHY, Clark Nuber, Boulay, Schneider Downs, Pinion and Kaufman Rossin, and is sold by demo.

Vendor details

Canonical URL

https://www.getbasis.ai

Subcategory

Finance — AI agents for accounting firms

Company status

independent

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

7.5 / 14 capabilities · 54%

Integrations & Tool Calling	Full
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 rather than stored credentials, and the demo form asks for the firm's current ERP. The specific ERPs, ledgers and file systems it connects to are not named. SourceBasis, getbasis.ai/solutions/cas-and-advisory and getbasis.ai/securityread 2026-09-06
Workflow Orchestration	Full
Basis executes the month end close end to end for every client using the firm's policies, templates, mappings and review standards, which covers coding transactions, reconciling each client's ledger against statements and schedules, surfacing exceptions and drafting reporting packages and variance analysis. The homepage announces an end to end tax platform deploying agents across the entire return, from intake to review ready workpapers, along with audit testing with cited evidence. Agents carry out multi step work across whole workflows on Basis's own platform, and the vendor issued February 2026 release describes them coordinating tasks across accounting processes. SourceBasis, getbasis.ai/solutions/cas-and-advisory and getbasis.airead 2026-09-06
Knowledge Grounding & RAG	Full
Agents apply the firm's client specific policies, templates, mappings, guidelines and review standards to recurring work, and Basis brings approved procedures and prior work 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. How that knowledge is stored is not described. SourceBasis, getbasis.ai/solutions/cas-and-advisoryread 2026-09-06
Human Oversight & Guardrails	Full
Agents push high confidence transactions automatically and route low confidence items to human review. Reviewers work in one inspectable platform holding source support, calculations, explanations, confidence levels and exceptions, and the firm's team resolves exceptions and applies judgment before deliverables go out. Whether the confidence threshold can be configured is not documented. SourceBasis, getbasis.ai/solutions/cas-and-advisoryread 2026-09-06
Security, Identity & Governance	Full
Basis publishes both certifications and an access model on its security page: SOC 2 Type II, ISO 27001 and ISO 42001 certification with the SOC 2 report available under NDA, and strict separation between customers with role based access, with multi factor authentication enforced across all accounts and customer system access held as revocable tokens rather than stored credentials. No SSO, SAML or SCIM through the customer's own identity provider and no admin permission documentation is published, and GDPR and CCPA are marked coming soon. SourceBasis, getbasis.ai/securityread 2026-09-06
Observability & Auditability	Full
The security page states every agent action is logged and auditable and that AI steps show sources, changes and rationale, and the CAS page documents agents keeping source support, calculations, explanations, confidence levels and exceptions in one inspectable platform so reviewers stay in control. Whether the log can be exported outside the platform is not stated. SourceBasis, getbasis.ai/security and getbasis.ai/solutions/cas-and-advisoryread 2026-09-06
Memory & State Persistence	Not documented
Basis says it carries context forward, bringing approved procedures, prior work and accountant feedback into each recurring workflow month after month and year after year. The procedures, templates and prior work are the firm's own knowledge, accountant feedback carried into later runs is absorbed learning, and deleting that context would delete the engagement's work product, so it works as the application's data model rather than a memory layer. No memory with a stated scope and lifetime and no conversational session state is documented, and where that carried forward context is kept, and for how long, is not published. SourceBasis, getbasis.ai/solutions/cas-and-advisoryread 2026-09-06
Deployment & Data Residency	Not documented
The security page states US only hosting with all customer data stored in the United States, and the CAS page repeats that client data stays within US based infrastructure; no region a customer selects, no customer cloud, on premises or customer tenant option, and no selection surface is documented. Encrypted daily backups with geographic redundancy are the vendor's infrastructure, not a residency offering. SourceBasis, getbasis.ai/security and getbasis.ai/solutions/cas-and-advisoryread 2026-09-06
Prebuilt Agents, Templates & Packs	Partial
The site sells one platform through practice area solutions, CAS and advisory, tax, audit and corporate accounting, each described as agents doing that practice's work; the CAS page calls it one platform for all of CAS. The agents are unnamed, and no named set of prebuilt agents a customer selects among is documented. The homepage banner announces an end to end tax platform deploying agents across the entire return. SourceBasis, getbasis.ai and getbasis.ai/solutions/cas-and-advisoryread 2026-09-06
Triggers & Channel Coverage	Full
Basis's own 24 February 2026 release states the agents operate continuously in the background across a firm's clients, coordinating tasks and returning completed deliverables for review rather than running only when invoked, and the CAS page documents recurring closes run month after month with high confidence transactions pushed automatically. What starts each run, whether a schedule or a ledger or bank feed event, is not documented. SourceBasis, businesswire.com release of 24 February 2026 (vendor issued) and getbasis.ai/solutions/cas-and-advisoryread 2026-09-06
Model Flexibility & Routing	Not documented
Which model providers sit behind the agents is not stated on the site, which says only that customer data never trains any model, and no customer or admin selection of a model is documented. The vendor's own blog lists a post on OpenAI model progress, and OpenAI's customer page names o3, o3 Pro, GPT 4.1 and GPT 5. SourceBasis, getbasis.ai/securityread 2026-09-06
APIs, SDKs & MCP Extensibility	Not documented
No API, SDK, MCP server or agent card through which an outside caller drives Basis is documented. No docs, developer or API page is published, and the product is sold by demo. SourceBasis, getbasis.ai and getbasis.ai/securityread 2026-09-06
Testing, Debugging & Optimization	Not documented
No evaluation harness, scored test cases, quality gate on a change to an agent or optimization loop is documented. Confidence levels on each coded transaction route low confidence items to review, which gates each output rather than testing a change, and the security page's annual audit of controls is a compliance audit, not agent evaluation. SourceBasis, getbasis.ai/solutions/cas-and-advisory and getbasis.ai/securityread 2026-09-06
Browser & Computer Use	Not documented
Agents reach the customer's ledger and files through revocable token access and work over documents inside the vendor's own platform; no browser, desktop or computer control is documented. SourceBasis, getbasis.ai/security and getbasis.ai/solutions/cas-and-advisoryread 2026-09-06

The Agentic Index coverage score grades every vendor Full, Partial or Not documented 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 for pricing

What is public

No pricing page and no pricing link in the navigation or footer; every page carries Get a demo or Book a demo, with a waitlist form as the lead capture. No tiers, rate card, trial or free tier are published.

Billing mechanics

Not disclosed; sales led for accounting firms.

Additional watchouts

Quote only; the product site is getbasis.ai, which shares a name with unrelated organizations.

Sales call required

Yes, required for paid access

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

Missing data

No price, tier or billing basis is published.

Agentic Index verified 2026-09-06

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.

Docyt7.0 / 14A lighter documented profile than Basis
Maxima AI8.0 / 14Fuller documented coverage on Prebuilt Agents, Templates & Packs
Byron8.5 / 14Adds documented Memory & State Persistence and APIs, SDKs & MCP ExtensibilityBasis vs Byron →
Otel AI8.5 / 14Adds documented Memory & State Persistence and Model Flexibility & Routing
RedOwl8.5 / 14Adds documented Deployment & Data Residency and Testing, Debugging & Optimization
RegASK8.5 / 14Adds documented Deployment & Data Residency and APIs, SDKs & MCP Extensibility

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: medium

Head to head

Basis vs Byron Basis vs Synthetic