Overall Value
Basis transforms traditional accounting with AI agents that adapt to your specific processes. From managing reconciliations to streamlining client onboarding, Basis automates critical tasks, reduces manual errors, and integrates directly with the software you’re already using—without disrupting your workflow.
Key Features
- Built-In Audit Trail
- Smart Context Learning
- Real-Time Task Execution
- Custom Rule-Based Automations
- Auto-Adaptive Workflow Agents
- Document Handling & Sorting
- Enterprise-Grade Data Protection
Use Cases
- Automates multi-ledger reconciliation
- Streamlines client onboarding processes
- Reduces human error in recurring data entry
- Generates financial reports without manual prep
- Manages compliance workflows and documentation
- Scales accounting operations without growing headcount
Technical Aspects
Cloud-Native Infrastructure – Secure, scalable access anytime
Plug-and-Play Integrations – Works with QuickBooks, NetSuite, Xero, and more
Finance-Trained AI Models – Tailored for accounting logic and terminology
Dynamic Reasoning Engine – Continuously learns from your workflows
Live Data Syncing – Reflects real-time updates across systems
Admin Controls & Permissions – Role-based access and approvals
👉 Automate Smarter with Basis Boost efficiency, cut busywork, and stay audit-ready.
FAQs
No. Basis works with your current tools like QuickBooks, NetSuite, and Xero. No system overhaul needed.
Very. Basis uses bank-level encryption, strict user permissions, and complies with major industry standards.
Yes. Basis agents are customizable and can be trained to meet unique workflow demands across industries.
Most teams can deploy and start using Basis agents in under a week, depending on system integrations.
Conclusion
Basis redefines how accounting teams work. Its smart agents don’t just assist, they actively manage, learn, and improve critical workflows. With Basis, you can eliminate the murmurs work and make room for deeper financial insight and strategic value.
