Basis AI Accounting Agents

Basis is a New York-based company led by CEO Matthew Harpe and co-founder Mitchell Troyanovsky that builds AI agents for accounting firms. Its agents are designed to run complex accounting workflows end to end and return deliverables for human review.

The platform offers solutions for client accounting and advisory (month-end close for every client), tax (full return from client intake to review-ready workpapers), audit (testing with cited evidence), corporate accounting and small firms. The site shows firms such as Baker Tilly, CohnReznick, Citrin Cooperman and Sikich as trusted teams.

• Client accounting and advisory: runs month-end close for every client end to end.
• Tax: prepares the entire return from client intake to review-ready workpapers.
• Audit: executes testing and cites the evidence behind conclusions.
• Corporate accounting: performs the close and supports financial decisions.
• Small firms: separate offering sized for smaller practices.
• End-to-End Tax Platform: deploys agents across the entire tax return.

A Vietnamese accounting-services firm could run month-end close for many SME clients with agents under reviewer approval. A tax advisory practice could prepare returns faster. An audit firm could execute testing with cited evidence.

About 30% of the top 25 accounting firms use the platform, according to the company as reported by CPA Practice Advisor. A client partner at Clark Nuber says the client accounting department can grow 50% year over year. Agents work in the background and cite evidence. Human reviewers approve deliverables.

Accounting firms face staffing shortages and are adopting end-to-end AI agents across accounting, tax and audit, and AI-for-accounting startups drew large rounds in 2026. Vietnamese accounting and audit firms handling many small clients may see the same capacity pressure, although the platform currently targets US firms.

Headquartered in New York (CPA Practice Advisor). $100M Series B announced 24 February 2026 at a $1.15B valuation, led by Accel with GV and Khosla Ventures; total raised $138M. Waitlist and demo offered on the site.