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Basis

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Accountants & firms ✦ AI-native United States AccountantsEnterprise

About Basis

Waitlist/demo-gated for firm teams (solo to 100+). Customer logos include Boulay, Clark Nuber, Wiss, UHY, BPB. Reuters (24 Feb 2026): Series B $100M at $1.15B valuation; company said it serves about seven of the top 25 US firms. HQ New York (directories cite 20 West 22nd Street).

What the AI does

Purpose-built AI agents so humans start at review; customer quotes claim large prep-hour reductions on K-1 volume (✦).

Highlights

  • Agents across CAS, Tax, Audit, Corporate Accounting
  • Series B $100M / $1.15B valuation (Reuters Feb 2026)
  • Serves ~7 of top 25 US accounting firms (company via Reuters)

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