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Basis
Based on public information — not tested
AI agents built for accounting firms that perform month-end close, tax return preparation and audit testing.
Last checked: 2026-10-15
Best for
Accounting and CPA firms that want agents to do prep work so staff start at review.
Features
- Month-end close for client files
- Tax return preparation from intake to review-ready workpapers
- Audit testing with cited evidence
- Corporate accounting close support
- Offering for small firms
Limitations
Pricing not published; access via demo or waitlist.
Pricing
| Pricing summary | Pricing not published; get a demo / get in touch |
|---|---|
| Free plan | No |
Prices change. Confirm on the vendor's own pricing page.
Categories and industries
Sources
Not affiliated with Basis. See our methodology.
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