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Basis

AI bookkeeping and financial review for CPA firms

Basis Insights

Updated 7/6/2026

About Basis

Basis is an AI-powered bookkeeping and financial review platform designed for CPA firms to automate month-end closing, transaction processing, and reconciliation. The platform uses agentic AI and Model Context Protocol (MCP) capabilities to streamline routine accounting operations while maintaining human oversight for complex judgments. Basis serves mid-market and enterprise accounting practices seeking to scale client delivery without proportional headcount increases.

Recent News & Trends

Open Roles (36)

Deployed Intelligence

Customer Education Lead

New York Office

Customer Success Lead

New York Office

Customer Success Manager

New York Office

Member of Accounting Staff

New York Office

Solutions Engineer

New York Office
GTM

Account Executive

New York Office

Channel Partner Manager

New York Office

Channel Sales Leader

New York Office

Communities Lead

New York Office

Event Marketing Manager

New York Office

Field Marketing Manager

New York Office

Founding Sales Enablement

New York Office

GTM Engineer

New York Office

GTM Systems Administrator

New York Office

Growth Engineer

New York Office

Product Marketing Manager

New York Office

Revenue Operations Leader

New York Office

Sales Leader

New York Office

Sales Manager

New York Office
Operations

Recruiting Associate

New York Office

Senior Technical Recruiter

New York Office
Technical

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Recent Coverage

Sikich deploys Basis AI platform for automated month-end closing

Chicago accounting firm Sikich ($438.9M revenue) partners with Basis to integrate AI-powered automation into client accounting services, covering month-end closing, transaction processing, and reco...

Crypto Accounting Firm Uses AI to Extract Blockchain Data Into Workflows

Hash Basis accountant McKenzie Thod shares how AI tools automate blockchain data extraction for crypto tax and reconciliation, eliminating the manual Excel workflows that previously dominated the p...

FYI launches AI automation features for accounting practices

FYI embeds generative AI into its automation platform with email drafts, document filing, task delegation, and meeting summaries; Claude via AWS Bedrock powers the modular design at no extra cost f...

Basis raises $100M Series B to automate accounting on-call workflows

Basis, an accounting automation platform, secured $100M Series B funding from Accel and Google Ventures, focusing on automating on-call operations for accounting teams.

AI Shows Promise in Sales Tax Analysis But Requires Human Oversight

Sovos examines AI's role in accelerating sales tax research and determination, concluding that while AI reduces manual research time, practitioners cannot fully rely on AI without expert human vali...

Basis raises $100M Series B to unify accounting workflows with MCP

Basis, an AI accounting platform, closes $100M Series B from Accel and Google Ventures to expand unified Model Context Protocol (MCP) capabilities for accounting teams.

1 more from Basis Blog

Finance teams restrict AI autonomy due to lack of trust framework

Webinar explores why 80% of finance professionals limit AI use and how structured governance can unlock productivity in financial operations.

Basis raises $100M Series B from Accel and Google Ventures

Basis, an AI accounting platform, secures $100M Series B funding led by Accel and Google Ventures, signaling major investor confidence in AI-powered accounting automation.

How accounting AI startups can justify premium pricing with verifiable work

Accounting VC analyst argues AI agent startups charging $100K+ FTE equivalents must enable easy verification of outputs through conversation, source doc review, and business context—mirroring how h...

View all 14 articles about Basis →

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