Basis

Basis is an AI-powered accounting automation platform that reimagines the accounting workflow from first principles rather than layering AI onto legacy software. The platform watches every transaction that enters a company's financial ecosystem—bank feeds, card transactions, bills, invoices—and uses AI to propose the correct journal entry, coding, and supporting documentation match before a human ever touches it. Basis differentiates itself with a memory layer that learns from each correction an accountant makes, continuously improving categorization accuracy for that specific client's chart of accounts and vendor relationships. The review queue presents AI-proposed entries with confidence scores, letting accountants focus attention where uncertainty is highest and batch-approve high-confidence items. Basis includes native accounts payable automation with invoice extraction, three-way matching against purchase orders and receipts, and automated approval routing. The month-end close checklist guides teams through reconciliations with AI-generated variance explanations pre-populated for each line item. For accounting firms, the multi-client dashboard surfaces which clients need attention and tracks work-in-progress across the practice.

AI Models

Key Features

• AI-proposed journal entries with per-entry confidence scores
• Persistent memory layer learns from accountant corrections
• Accounts payable automation with three-way PO matching
• AI-generated variance explanations for month-end close
• Batch approval for high-confidence AI entries
• Multi-client practice dashboard for accounting firms
• Automated approval routing for bills and invoices

Integrations

Pricing

Pros & Cons

Related Finance / Accounting Agents