Basis

Basis

Basis is an AI agent platform for accounting firms that runs accounting, tax, and audit work end-to-end for a human accountant to review. Basis builds agents purpose-built for accountants that complete workflows across client accounting services, tax, audit, and advisory to firm standards. As of 2026 its agents run processes in the background and deliver output ready for review, shifting staff from doing the work to checking it. Basis integrates with ledger systems including QuickBooks and Xero.

Production credibility: New York-based, founded by Matthew Harpe and Mitchell Troyanovsky. Raised a $100M Series B at a $1.15B valuation in February 2026, led by Accel with GV and Khosla Ventures, bringing total funding to about $138M. Reports customers across roughly 30% of the top 25 US accounting firms — named firms include Wiss, UHY, and Pinion — with Wiss citing up to a 30% time reduction. (Note: the product is at getbasis.ai; basis.ai is an unrelated research org.)

Key Features

• End-to-end agents for client accounting workflows like transaction entry and verification
• Tax preparation agents
• Audit and assurance agents
• Advisory support
• Background execution with status updates at key stages
• Integrations with QuickBooks and Xero ledgers

Ideal Use Case

Accounting firms — from solo practitioners to large practices — that want to automate the execution of client accounting, tax, and audit work across their book of clients, so staff move to review and advisory instead of manual data work.

How Basis differentiates

QuickBooks' built-in AI agents live inside Intuit's product for small-business bookkeeping. Basis is a firm-facing platform that works across a firm's whole book of clients and spans tax and audit, not just bookkeeping, producing output an accountant reviews. It is enterprise software sold to firms rather than a self-serve SMB tool, which is why it integrates at the ledger level with QuickBooks and Xero and is measured on firm-wide time savings.

FAQ

Q: What does Basis do? A: Basis deploys AI agents that complete accounting, tax, and audit work end-to-end for accounting firms, so staff review and advise instead of doing manual execution. It integrates with QuickBooks and Xero.

Q: Basis vs QuickBooks AI agents? A: QuickBooks' agents live inside Intuit's product for SMB bookkeeping; Basis is a firm-facing platform that works across a firm's whole book of clients and spans tax and audit, not just bookkeeping.

Q: Who is behind Basis? A: Basis was founded by Matthew Harpe and Mitchell Troyanovsky and raised a $100M Series B at a $1.15B valuation in 2026, led by Accel with GV. The product is at getbasis.ai.

Q: Who is Basis for? A: Accounting firms of all sizes — from solo practitioners to 100-plus-person firms — across client accounting services, tax, audit, and advisory.

tl;dr

Basis is an AI agent platform for accounting firms that runs accounting, tax, and audit work end-to-end for a human accountant to review, integrating with QuickBooks and Xero. $100M Series B at $1.15B (Accel, GV); used by ~30% of the top 25 US firms. A firm-wide alternative to QuickBooks' built-in agents.