Basis
Overview
AI agents for accounting firms that handle CAS, tax, audit and close workflows so accountants can review completed work.
Basis is a closed-source commercial platform for accounting-focused AI agents. Its site describes agents that run CAS and advisory month-end close, prepare tax returns from intake to review-ready workpapers, execute audit testing with evidence citations, and support corporate accounting close work. Access is through demo or waitlist rather than a public self-serve plan, and public pricing was not provided in the supplied official context.
Product overview
Capabilities, pricing and fit
Basis is an accounting-specific agent platform for CAS, tax, audit, and corporate accounting workflows. The distinctive point in the supplied evidence is its focus on completing accounting work to a review stage, rather than acting only as a general assistant. Sources: official-product, openai-case.
Information as of November 1, 2026
What it can do
- CAS and advisory close automation
Basis says its CAS and advisory agents run the month-end close for every client end to end, including messy data scenarios.[1]
- Tax return preparation
Basis says its tax agents prepare the entire return, from client intake to review-ready workpapers.[1]
- Audit testing
Basis says its audit agents execute testing and cite sufficient evidence behind every conclusion.[1]
- Corporate accounting close support
Basis says its corporate accounting agents perform the entire close and help companies make better financial decisions.[1]
- Accounting-specific agent design
Basis describes its product as AI agents built specifically for accountants and autonomous systems that understand accounting logic and deliver finished work.[1], [2]
- OpenAI model-based implementation
OpenAI's Basis case study states that Basis was built with OpenAI o3, o3-Pro, GPT-4.1, and GPT-5 to help accounting firms save time and expand capacity.[3]
Where it fits best
- Accounting firms using CAS and advisory services that want help with month-end close workflows across clients.[1]
- Tax teams looking to prepare returns from client intake through review-ready workpapers.[1]
- Audit teams that need testing execution with evidence cited behind conclusions.[1]
- Accounting organizations evaluating AI agents specifically built for accounting logic and finished-work delivery.[2], [3]
Pricing and availability
Contact Basis for pricing. The supplied official homepage includes demo and waitlist calls to action but does not provide public pricing, a free plan, a free trial, a starting price, currency, or billing period.[1]
Platforms: Not publicly specified[1]
Access: Demo or waitlist access through Basis[1]
Important considerations
- Basis is not presented as a self-serve product in the supplied context; the homepage offers demo and waitlist flows for access.[1]
- Public pricing, free plan, free trial, starting price, and billing-period details were not shown in the supplied official page context.[1]
- The product scope shown in the supplied evidence is accounting-specific, covering CAS, tax, audit, and corporate accounting rather than general-purpose automation.[1]
- Most customer outcome statements in the supplied product-page context are vendor-published testimonials, so buyers should validate performance and implementation fit for their own firm.[1]
Sources (4)
- Basis | AI Agents for AccountingOfficial site · checked 2026-11-01
- Accounting is the unsung hero of modern prosperity.Official site · checked 2026-11-01
- Basis scales accounting by turning OpenAI model progress into agent capabilityIndependent review · checked 2026-11-01
- AI startup Basis raises $34 million for accounting automation agentIndependent review · checked 2026-11-01
Autonomy level
84/100
Our subjective rating of how independently the product carries out its documented tasks, considering the human setup, input, approval and review it needs. This is not a measured success rate.
Comparisons
Custom Comparisons
Some of the use cases of Basis:
- Running month-end close workflows for accounting clients
- Preparing review-ready tax workpapers and returns
- Executing audit testing with cited evidence
- Expanding CAS, tax, audit, and corporate accounting capacity
- Moving accounting staff from manual preparation toward review work
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