Basis logo — AI agents built specifically for accountants

Basis

AI agents built specifically for accountants

Founded 2023 United States New York, United States 96 employees Series A Total: $37.60M

General Information

Company Name Basis
Founded Year 2023
Location United States New York, United States
Employees 96
Funding Stage Series A
Business Model B2B, SaaS, Platform
Revenue Model Subscription, Usage Based, Service Fee
Social

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About Basis

The startup Basis, founded in 2023, is creating a significant impact in the accounting industry with its innovative platform. Tagged with the slogan, "AI agents built specifically for accountants," Basis provides accounting firms with a suite of AI assistants tailored to support accountants in their daily tasks.

Headquartered in the United States, this platform fills a critical niche by automating mundane tasks, thereby allowing accountants to focus on higher-value activities. The strategic use of AI not only enhances productivity but also promises increased accuracy and compliance.

The recent $34.00M Series A investment on 01 December 2024 has propelled Basis into the limelight, attracting an impressive array of investors including BoxGroup, Avid Ventures, and Better Tomorrow Ventures. High-profile individuals such as Aaron Levie, Jeff Dean, and Larry Summers are also backing the startup, signaling strong confidence in its potential.

Business keywords: AI for Accounting, Accounting Workflow Automation, AI Integration, Finance Industry, Accounting Industry, AI Assistants, AI Agents, Accounting Technology, Workflow Optimization, Engagement Adaptation, System Integration

Services & Products

AI-based Accounting Assistants
Workflow Integration
Automated Financial Management

Target Customers

Accountants Accounting Firms Financial Professionals

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Series A $34.00M 17
BoxGroup, Avid Ventures +15
01 Dec 2024
Seed $3.60M 3
BoxGroup, Avid Ventures +1
01 Oct 2023

Basis Alternatives & Competitors

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FAQ About Basis

AI agents built specifically for accountants
Basis was founded in 2023.
Basis is headquartered in New York, United States.
Basis has a B2B, SaaS and Platform business model. Its revenue comes from Subscription, Usage Based and Service Fee.
Basis has approximately 96 employees.
Basis has completed 2 funding rounds, raising a total of $37.60M. The latest funding stage is Series A.
Basis offers: AI-based Accounting Assistants, Workflow Integration, Automated Financial Management.
Top alternatives and competitors to Basis include DataSnipper, Wonderful, Lleverage, UFOstart, StackAI. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Basis and DataSnipper are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Basis, https://bouncewatch.com/company/basis, updated 24 November 2025. When citing, please name BounceWatch and link this page.

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