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BASIS
🇺🇸US

Basis

NYC-based agentic platform deploying AI preparer agents inside US accounting firms.

Primary

Practice Mgmt

Kind

Agentic Native

Raised

$138M

Pricing

Enterprise — firm-wide licensing

01Score Breakdown

Each dimension is a composite of public signals. The Index is a weighted average; weights are published on the methodology page.

Autonomy · 30%
72.0
Accuracy · 20%
78.0
Coverage · 13%
72.0
Local Fit · 13%
26.5
Integrations · 8%
70.0
Traction · 8%
88.0
Pricing · 8%
60.0
02Feature Coverage

Where the tool plays across the 17-category taxonomy used by this index.

General Ledger

The system of record — chart of accounts, journal entries, trial balance.

Transaction Categorization

Classifying bank and card transactions against a chart of accounts.

Bank Reconciliation

Matching ledger entries to bank statements; flagging discrepancies.

Accounts Payable

Bill capture, vendor management, approval workflows, payment execution.

Accounts Receivable

Invoicing, dunning, collections, payment matching.

Month-End Close

Accruals, deferrals, depreciation, task orchestration, review workflows.

Financial Reporting

P&L, balance sheet, cash flow, variance analysis, board-ready packs.

Tax

Income tax, sales tax / VAT / moms, nexus tracking, e-filing.

Audit Prep

Documentation, PBC lists, evidence trails, auditor collaboration.

Payroll

Wage calculation, withholdings, benefits, regulatory filings.

Multi-Entity Consolidation

Inter-company elimination, currency translation, consolidated statements.

Revenue Recognition

ASC 606 / IFRS 15 automation, performance-obligation tracking.

Expense Management

Corporate cards, expense policy, reimbursements, spend controls.

FP&A Copilot

Forecasting, budgeting, scenario modeling, variance commentary.

Natural-Language Interface

Conversational query, report generation, and action-taking via chat.

Practice ManagementPrimary

Firm-side workflow, client portals, deadlines, CRM, billing, and team orchestration for accounting and tax practices.

AI Tax Research

Generative-AI research and memo-writing assistants trained on tax code, rulings, and case law.

03Research

Basis is the most heavily-capitalized pure-play agentic-accounting vendor the index does not yet cover on the buyer-facing leaderboard, and arguably the one US firm-side entrant that should be read first. The February 2026 $100M Series B led by Accel — with GV and Khosla alongside — took total raised to $138M at a $1.15B valuation, making Basis the first firm-side agentic platform to cross unicorn status. Company disclosures put Basis inside roughly 30% of the US Top 25 accounting firms.

Functionally, Basis deploys AI "preparer" agents that operate inside a firm's existing client workflow — ingesting engagement documents, drafting work-product, routing exceptions to a human reviewer — rather than replacing the firm's book-of-record tooling. That positions it against Karbon and Canopy at the practice-management layer, and against Fieldguide in audit-adjacent workflows, rather than against the buyer-side agentic ledgers (Puzzle, Digits, Rillet). Initial signal numbers here are editorial-assigned from public funding, named-customer, and press-volume anchors; measured autonomy and accuracy numbers will require an independent eval.

Citations