Agent Description

Basis provides AI agents that automate accounting tasks, learning and adapting to client-specific workflows under an accountant’s direction. Designed for accounting firms, it integrates with tools like QuickBooks and Xero, reducing manual work by up to 30%.

Key Features

• Automates data entry, error-checking, and transaction processing for accounting tasks.
• Integrates with QuickBooks, Xero, and other ledger systems for seamless workflows.
• Adapts to client-specific needs using context-aware AI, ensuring flexibility.
• Generates financial statements, reconciliations, and work papers autonomously.
• Provides audit-ready reporting with tracked vulnerability origins and state changes.
• Ensures SOC 2 compliance and secure data access via revocable API tokens.
• Saves up to 30% of accountants’ time on manual tasks, per early adopters.

Use Cases

• Bookkeeping Automation: Streamlines transaction entry and ledger updates, saving 20 hours weekly for firms like Wiss, per getbasis.ai.
• Financial Reporting: Compiles accurate financial statements for mid-size businesses, reducing errors, as noted in siliconangle.com reviews.
• Client Advisory Services: Frees accountants to focus on strategic advising, enhancing client relationships for top 100 U.S. firms, per getbasis.ai.
• Tax Workflow Support: Assists with tax-related queries and workflows, improving efficiency during busy seasons, per cpatrendlines.com.

Differentiation Factors

• Autonomous agents with adaptive learning outshine Botkeeper’s human-dependent model.
• System-first design for broad accounting contexts beats Numeric’s niche focus.
• Seamless integration without storing credentials surpasses DataSnipper’s limited scope.

Pricing Plans

• No Public Pricing Listed: Custom pricing based on firm size and needs; contact sales@getbasis.ai for quotes.
• Free Demo: Schedule a demo to explore Basis Intern and Basis Accountant features.
• Enterprise Plans: Tailored for large firms with scalable AI agent deployment. Users should verify pricing by contacting Basis, as costs vary by engagement scope.

Frequently Asked Questions (FAQs)

• What is Basis AI?
  Basis is an AI platform that automates accounting workflows, acting as a virtual junior accountant to streamline tasks for accounting firms.
• How does Basis integrate with existing tools?
  It connects with QuickBooks, Xero, and other systems via secure API tokens, requiring no credential storage.
• Can Basis handle client-specific workflows?
  Yes, its AI agents adapt to unique client needs, ensuring flexibility across diverse engagements.
• Is Basis secure for financial data?
  Absolutely, it’s SOC 2 compliant, using TLS encryption and AES-256 for data protection.