- Website
- getbasis.ai
About Basis
Basis is an AI Agents for Accounting platform that uses autonomous agents to handle routine bookkeeping and tax tasks. Built for accountants, tax practitioners, and in-house finance teams, it aims to speed up end-to-end tax work and client accounting.
Key Features
Basis changes how accountants approach tax work by automating tax return workflows and client accounting with AI agents across connected systems:
End-to-End Tax Platform
first platform to deploy AI agents across the entire tax return, coordinating data gathering, preparation, review, and filing.
Autonomous Tax and Client Accounting Agents
automate data extraction, classification, and reconciliation tasks with auditable logs.
Xero integration and secure access
enables agents to work with Xero data and maintain secure login sessions for Xero accounts.
Summary
Best for accounting firms, tax practices, and in-house finance teams managing client accounting workflows.
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