Basis
AI-driven accounting automation platform
CORE INFO
Basis is an AI-driven platform that automates complex accounting workflows, catering primarily to large accounting firms seeking to enhance efficiency and address talent shortages.
- Basis raised $100 million in a Series B funding round in February 2026, led by Accel, valuing the company at $1.15 billion.bloomberg.com
- Approximately 30% of the top 25 U.S. accounting firms have adopted Basis's platform, highlighting its significant impact on the industry.ai-market-watch.com
- Bloomberg reported on Basis's rapid ascent to unicorn status, emphasizing its influence on the financial services market.bloomberg.com
WHY WE WOULD WORK AT BASIS
Revolutionary Technology
Join a cutting-edge AI-driven accounting automation platform that's transforming workflows across tax, audit, and Client Advisory Services, achieving 20-50% efficiency gains for clients.
Impactful Client Base
Work with approximately 30% of the top 25 U.S. accounting firms, making a significant impact on the financial services industry and helping to address the talent shortage in accounting.
Strong Financial Backing
Benefit from a robust financial foundation with $138 million in funding, including a recent $100 million Series B round, positioning Basis for rapid growth and innovation.
Mission-Driven Culture
Be part of a mission to unlock enterprise growth and manage risk through automation, fostering a culture that values innovation and efficiency in accounting.
Recognized Excellence
Join a company that has quickly gained recognition in the industry, being the first AI platform to autonomously complete complex 1065 partnership tax returns end-to-end.
Growth Opportunities
Experience personal and professional growth in a dynamic startup environment, where your contributions directly influence the future of accounting technology.
MARKET AND TRACTION
GROWTH TACTICS
NOTABLE CUSTOMERS
KEY METRICS
✦ KEY METRICMARKET POSITION
SERVICES
PRODUCT AND TECH
AI-Driven Automation
Basis utilizes advanced AI agents to autonomously complete complex accounting workflows, significantly improving efficiency in tax, audit, and Client Advisory Services (CAS). This technology addresses the critical talent shortage in accounting by streamlining processes and enhancing productivity.
Efficiency Gains
Clients using Basis's platform report efficiency improvements ranging from 20% to 50%, allowing accounting firms to optimize their operations and focus on higher-value tasks. This capability is crucial for firms looking to remain competitive in a rapidly evolving financial landscape.
Client Adoption
As of March 2026, Basis has been adopted by approximately 30% of the top 25 U.S. accounting firms, demonstrating its effectiveness and reliability in the financial services industry. This widespread adoption highlights the platform's impact on transforming traditional accounting practices.
Funding and Growth
Basis has raised a total of $138 million in funding, including a $100 million Series B round, which has propelled its valuation to $1.15 billion. This financial backing supports ongoing development and innovation in accounting automation technologies.
Personalized User Experience
The platform is designed to create personalized experiences for its users, leveraging AI technologies to tailor solutions that meet the specific needs of accounting professionals. This focus on user experience is essential for driving adoption and satisfaction among clients.