AI software · Basis
Promote Basis
Basis
AI agents built specifically for accountants that complete real accounting work end-to-end across CAS, Tax, Audit, and Advisory.
Partner summary
The offer at a glance
A quick read on buyer fit, pitch, economics, and promotion fit.
Best buyer
Multi-practice accounting firms
Main outcome
Doers become reviewers
Commission
To be confirmed
Best channels
Warm Introductions To Accounting Firm Leadership, Partner And Referral Relationships Within The Accounting Profession, Original Educational Content And Thought Leadership, Organic LinkedIn Outreach To Firm Partners And Practice Leaders
Terms
Basis Terms of Service restrict use of its trademarks, name, logos, and site materials without prior written consent and prohibit unapproved hot-linking. Keep security and compliance claims within stated scope (SOC 2 Type II, ISO 27001, ISO 42001 certified
Main pitch
Basis builds AI agents specifically for accountants that run autonomously and complete real accounting work end-to-end across CAS, Tax, Audit, and Advisory. Agents work in the...
Economics
Partner terms
Commission, pricing model, and review timing for this listing.
Commercial terms
Partner terms
Founder confirmation required before partners promote this listing.
- Commission
- To be confirmed
- Pricing
- Subscription
- Duration
- —
- Review period
- 30 days
Pricing tiers
Enterprise (contact sales)
PrimaryCustom/ month
Tracks Waitlist Or Contact
- Agents across CAS, Tax, Audit, and Advisory modules
- Autonomous end-to-end workflow execution with review-ready output
- Configuration to firm, practice, and engagement standards
- SOC 2 Type II, ISO 27001, and ISO 42001 certified security
- No customer data used to train AI models
Who this converts for
The buyers this offer is shaped for. Match your reach to the strongest audience fit.
Multi-practice accounting firms
Accounting firms that run multiple practice areas (CAS, Tax, Audit, Advisory) and want a single AI platform that executes accounting work end-to-end and frees experienced staff for review and advisory.
Pain points
- Firms are stretched thin with growing client demands and tightening margins
- Not enough experienced accountants to staff engagements
- Too much time spent on execution instead of judgment and client advisory
- Long month-end close cycles and repeated review iterations
Desired outcomes
- Expand revenue capacity to take on more clients and complex engagements
- Shift accountants from doers to reviewers
- Reduce review cycles and improve work product
- Deliver outputs that meet client and professional standards
Tax and audit practice leaders
Tax and audit & assurance leaders who want trusted agents to prepare workbooks, technical memos, and assurance work so professionals focus on judgment and client service.
Pain points
- Heavy preparation work on tax workbooks and technical memos
- Limited senior capacity for value-add tax and audit work
- Need AI outputs accountants can actually trust
Desired outcomes
- Complete complex tax workbooks end-to-end for review
- Refocus teams on value-add work and client relationships
- Maintain professional standards and auditability
Multi-practice accounting firms (CAS, Tax, Audit, Advisory)
Complete real accounting work end-to-end at professional quality while freeing experienced accountants to review, apply judgment, and advise.
Pain points
- Growing client demand against tightening margins
- Shrinking pool of experienced accountants
- Senior time consumed by execution instead of judgment and advisory
- Long month-end close and repeated review cycles
Desired outcomes
- Expand revenue capacity for more clients and complex engagements
- Shift accountants from doers to reviewers
- Reduce review cycles and month-end close time
- Maintain professional standards and auditability
In-house accounting and finance teams
Complete real accounting work end-to-end at professional quality while freeing experienced accountants to review, apply judgment, and advise.
Advisory practices within accounting firms
Complete real accounting work end-to-end at professional quality while freeing experienced accountants to review, apply judgment, and advise.
Multi-practice US accounting firms under capacity pressure that want one AI platform to execute work across CAS
Complete real accounting work end-to-end at professional quality while freeing experienced accountants to review, apply judgment, and advise.
Why partners convert here
When to pitch this, and the outcomes the buyer actually gets.
Use cases
- CAS and month-end close automation
- CAS and month-end close automation
- Tax preparation and technical accounting work
- Tax preparation and technical accounting work
- Audit, assurance, and advisory enablement
- Audit, assurance, and advisory enablement
Outcomes
Doers become reviewers
EvidenceExpanded revenue capacity
EvidenceReduced month-end close time
EvidenceEnd-to-end completion of complex accounting work
EvidenceExpand revenue capacity for more clients and complex engagements
Shift accountants from doers to reviewers
Reduce review cycles and month-end close time
Maintain professional standards and auditability
Accountants move from production to review, resulting in better work product and fewer review cycles.
EvidenceFirms expand capacity to serve more clients and complex engagements without proportional headcount.
EvidenceMonth-end close time is significantly reduced for clients, per a named firm testimonial.
EvidenceAgents complete complex accounting work end-to-end and deliver it review-ready.
EvidenceTrusted by leading accounting firms
EvidenceSOC 2 Type II, ISO 27001, and ISO 42001 certified
Evidence$100M Series B led by Accel and GV (Google Ventures)
EvidenceBaker Tilly collaboration announced
EvidenceBefore · After
CAS and month-end close automation
Before
Recurring close and bookkeeping work consumes senior accountant time and lengthens month-end close across many clients.
After
Agents create journal entries, debug reconciliations, and progress the close autonomously, delivering review-ready output.
Expected outcome: Shorter month-end close and streamlined CAS workflows with staff focused on review.
What makes this different
Where this offer beats the alternatives.
Agents built specifically for accountants, not a generic chatbot
Autonomous end-to-end execution with finished work delivered for review
One platform with core modules across CAS, Tax, Audit, and Advisory
Conforms to the firm's, practice's, and engagement's standards
SOC 2 Type II, ISO 27001, and ISO 42001 certified with no model training on customer data
Deployed with leading US accounting firms
Promotion strategy
Partner playbook
Angles, questions, objections, and inputs to keep outreach sharp.
Value proposition
AI agents built specifically for accountants that complete real accounting work end-to-end across CAS, Tax, Audit, and Advisory.
How to pitch
Basis builds AI agents specifically for accountants that run autonomously and complete real accounting work end-to-end across CAS, Tax, Audit, and Advisory. Agents work in the background, conform to the firm's standards, and deliver finished, review-ready output, so accountants become reviewers instead of doers, firms cut review cycles, and teams expand capacity to take on more clients and complex engagements. It is SOC 2 Type II, ISO 27001, and ISO 42001 certified, with no customer data used to train AI models, and is already deployed with leading US accounting firms.
Positioning
For multi-practice accounting firms facing capacity shortfalls and a shrinking experienced workforce, Basis is a unified accounting intelligence that autonomously executes the work and delivers it for professional review, expanding revenue capacity without replacing accountants.
Best angles to test
- Capacity expansion without adding headcount
- Doers become reviewers: shifting accountants to judgment and advisory
- Reducing month-end close time for CAS clients
- Security and compliance for firms handling sensitive client data
- One platform across CAS, Tax, Audit, and Advisory
- Basis builds AI agents that perform real accounting work end-to-end across CAS, Tax, Audit, and Advisory
- Agents run autonomously and deliver finished work for accountant review
- Basis is SOC 2 Type II, ISO 27001, and ISO 42001 certified for Security, Availability, and Confidentiality
- Customer data is never used to train AI models
- Basis is deployed with leading US accounting firms including Wiss, UHY, Clark Nuber, and Boulay (per public testimonials)
- Basis raised a $100M Series B led by Accel alongside GV (Google Ventures)
Angles to avoid
- Do not claim guaranteed revenue or capacity gains
- Do not claim results are typical
- Do not claim official partnership or being a Basis partner before founder approval
- Do not claim Stripe-verified payouts
- Do not claim managed checkout is ready
- Do not claim Basis replaces accountants or removes the need for professional review
- Do not claim GDPR or CCPA certification (described as coming soon, not certified)
- Do not present AI outputs as a substitute for professional accounting, tax, audit, or financial advice
- Do not cite funding or valuation figures as performance guarantees
Discovery questions
- Which practice areas (CAS, Tax, Audit, Advisory) are most capacity-constrained today?
- How long does month-end close take across your client base?
- Where are experienced accountants spending time that could shift to review?
- What security and compliance requirements must an AI vendor meet for your client data?
- Is there a firmwide AI mandate or innovation budget this year?
Disqualifiers
- Individuals or teams seeking a self-serve chatbot or automated filing without professional review
- or buyers needing public self-serve pricing and instant checkout.
Target keywords
Objections & responses
“AI cannot be trusted with high-stakes accounting work.”
Response: Basis agents are built on foundational accounting principles, conform to the firm's standards and engagement context, and deliver finished work for professional review rather than acting unsupervised. Every agent action is logged and auditable, and the platform is SOC 2 Type II, ISO 27001, and ISO 42001 certified.
“Will Basis replace our accountants?”
Response: Basis positions itself as expanding capacity, not replacing people: when agents handle execution, accountants become reviewers who manage agents, apply judgment, and advise clients, resulting in better work product and fewer review cycles.
“How is client data protected?”
Response: Basis states customer data never trains AI models, with full tenant isolation, no credential storage (revocable tokens only), AES-256 encryption at rest, TLS in transit, US-only hosting, enforced MFA, regular penetration testing, and a SOC 2 Type II report available under NDA.
“Is this actually proven at real firms?”
Response: Basis publishes named testimonials and logos from leading US firms and announced a Baker Tilly collaboration; these are extracted from the public site and not independently verified, so position them as referenceable claims subject to founder confirmation.
Rules
Promotion rules
Where you can promote, what is restricted, and what the founder requires.
Allowed channels
Restricted channels
- AI-generated content
- Yes
- Content reuse
- No
- Founder approval
- Yes
Approved claims
- Basis builds AI agents that perform real accounting work end-to-end across CAS, Tax, Audit, and Advisory
- Agents run autonomously and deliver finished work for accountant review
- Basis is SOC 2 Type II, ISO 27001, and ISO 42001 certified for Security, Availability, and Confidentiality
- Customer data is never used to train AI models
- Basis is deployed with leading US accounting firms including Wiss, UHY, Clark Nuber, and Boulay (per public testimonials)
- Basis raised a $100M Series B led by Accel alongside GV (Google Ventures)
Claims to avoid
- Do not claim guaranteed revenue or capacity gains
- Do not claim results are typical
- Do not claim official partnership or being a Basis partner before founder approval
- Do not claim Stripe-verified payouts
- Do not claim managed checkout is ready
- Do not claim Basis replaces accountants or removes the need for professional review
- Do not claim GDPR or CCPA certification (described as coming soon, not certified)
- Do not present AI outputs as a substitute for professional accounting, tax, audit, or financial advice
- Do not cite funding or valuation figures as performance guarantees
Compliance notes
- Basis Terms of Service restrict use of its trademarks, name, logos, and site materials without prior written consent and prohibit unapproved hot-linking. Keep security and compliance claims within stated scope (SOC 2 Type II, ISO 27001, ISO 42001 certified
Evidence
Proof & trust signals
Claims, evidence links, and operational trust signals partners can lean on.
Proof points
- Doers become reviewers
- Expanded revenue capacity
- Reduced month-end close time
- End-to-end completion of complex accounting work
- Expand revenue capacity for more clients and complex engagements
- Shift accountants from doers to reviewers
- Reduce review cycles and month-end close time
- Maintain professional standards and auditability
- Accountants move from production to review, resulting in better work product and fewer review cycles.
- Firms expand capacity to serve more clients and complex engagements without proportional headcount.
- Month-end close time is significantly reduced for clients, per a named firm testimonial.
- Agents complete complex accounting work end-to-end and deliver it review-ready.
- Trusted by leading accounting firms
- SOC 2 Type II, ISO 27001, and ISO 42001 certified
- $100M Series B led by Accel and GV (Google Ventures)
- Baker Tilly collaboration announced
Proof links
- Basis brand and product preview
Basis: the next era of accounting, agents built specifically for accountants.
- Basis hero montage
Homepage hero montage showing accounting workflows on Basis.
- Basis security overview
Security page hero highlighting SOC 2 Type II, ISO 27001, and ISO 42001 certifications.
About Basis
Basis builds AI agents that run autonomously to execute accounting workflows end-to-end and deliver finished work for review at the quality expected from an experienced accountant. One platform spans core modules for CAS, Tax, Audit, and Advisory, conforming to each firm's standards and built on foundational accounting principles. Accountants shift from doing the work to reviewing it, firms cut review cycles, and teams expand capacity to take on more clients and more complex engagements. Basis is SOC 2 Type II, ISO 27001, and ISO 42001 certified and does not use customer data to train AI models.
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