Basis builds long-horizon AI agents for accountants, running autonomously for hours on complex month-end close, tax preparation, and audit workflows across CAS, Tax, Audit, and Corporate Accounting practice lines. Founded in 2023 by Matt Harpe and Mitchell Troyanovsky, it raised a $100M Series B led by Accel in February 2026 at a $1.15B valuation, becoming the first pure-play AI accounting unicorn, and is used by roughly 30% of the top 25 US accounting firms.

The next era of accounting

Key features

CAS & Advisory agents: run month-end close for every client end-to-end
Tax agents: prepare entire returns from intake through review-ready workpapers
Audit agents: execute testing procedures and cite sufficient evidence behind conclusions
Corporate Accounting agents: perform the entire close for in-house finance teams
End-to-End Tax Platform: agents deployed across the entire tax return process
Long-horizon agent architecture: works continuously for hours before returning completed work for review
Document & data ingestion: structured and unstructured data from client documents, accounting systems, ERPs
Internal "Atlas" agent team supporting Basis's own engineering, sales, and talent operations

Strengths

Extremely rapid growth to unicorn status: $138M raised, $1.15B valuation (Feb 2026 Series B led by Accel)
Deep, credible client base: used by ~30% of top 25 US accounting firms, including Citrin Cooperman, Sikich, UHY, Kaufman Rossin
Strong, specific customer outcomes: 60-70+ K-1 return cut from 100+ hours to 15-20 hours; one firm's CAS department growing 50% YoY
Top-tier investor backing: Accel, GV, Khosla Ventures, Lloyd Blankfein
Purpose-built exclusively for accounting (CAS, Tax, Audit, Corporate), not general-purpose finance automation
Positions accountants as reviewers rather than doers, addressing the profession's talent shortage

Best for

Client Advisory Services (CAS) practices needing to run month-end close for many clients simultaneously
Tax preparers and reviewers handling complex, high-volume returns (e.g., large partnership returns with many K-1s)
Audit practices needing testing procedures executed with evidence automatically cited and documented
Corporate/in-house accounting teams needing their close automated end-to-end
Small accounting firms and solo practitioners needing to expand capacity without proportional headcount growth
Firm partners and CIOs evaluating AI adoption strategy to address staffing shortages and expand revenue capacity

Integrations

ERP systems (api, basic, system)

Basis AI

Key features

Strengths

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Integrations

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Added By Caroline Zhang