B

Basis

Application

Makes AI agents for accounting firms and corporate finance teams that carry out bookkeeping, month-end close, tax-return preparation and audit work, returning finished work for accountants to review.

Total funding$138M

Valuation$1.2B

Employees—

Founded—

HeadquartersNew York, USA

StatusPrivate

Product

Selected offerings — the AI products recorded here, not the vendor's full catalogue.

• Basis AI agent

  AI agents that carry out accounting firms' recurring work -- coding transactions, reconciling accounts, closing the books and preparing tax returns -- to each firm's own policies, then hand the result to accountants for review.

Similar products 16

No sourced competitor yet: no filing, vendor document or measured-market report read so far names a rival for this company, so none is asserted. The companies below are the closest by what their products do.

How this list is ranked ↗

RRilletPrivate · $1BBasis and Rillet Aura AI do comparable work on financial analysis; same layer and the same scale band (growth-stage private).2 of 2 capabilitiesShared product typeSame scale bandCompareIIntuitPublic · $97.9BBasis and Accounting AI do comparable work on financial analysis; larger scale (public).2 of 2 capabilitiesShared product typeLarger scaleCompareSSAPPublic · $256.3BBasis and SAP Cash Application do comparable work on financial analysis; larger scale (public).2 of 2 capabilitiesShared product typeLarger scaleCompareTTIFINPrivate · $842MBasis and TIFIN.AI do comparable work on financial analysis; similar scale (private); ships agent platform and application rather than the same layer.2 of 2 capabilitiesDifferent layerCompareRRogoPrivate · $300M raisedBasis and Felix do comparable work on financial analysis; same layer and the same scale band (growth-stage private).1 of 2 capabilitiesShared product typeSame scale bandCompareSSASPrivateBasis and SAS Fraud Decisioning do comparable work on financial analysis; SAS's scale not recorded; ships application rather than the same layer.1 of 2 capabilitiesDifferent layerCompareHHebbiaPrivate · $700MBasis and Hebbia Max do comparable work on financial analysis; similar scale (private).1 of 2 capabilitiesShared product typeCompareXXiao-iPublicBasis and DIF do comparable work on financial analysis; smaller scale (public); ships application and platform rather than the same layer.1 of 2 capabilitiesDifferent layerCompareAAlphaSensePrivate · $7.5BBasis and AlphaSense Financial Data do comparable work on financial analysis; same layer and the same scale band (growth-stage private).1 of 2 capabilitiesShared product typeSame scale bandCompareRRobinhoodPublic · $108.6BBasis and Robinhood Agentic Trading do comparable work on financial analysis; larger scale (public); ships application rather than the same layer.1 of 2 capabilitiesDifferent layerLarger scaleCompareIInception42PrivateBasis and Alpha do comparable work on financial analysis; Inception42's scale not recorded; ships agent platform and application rather than the same layer.2 of 2 capabilitiesDifferent layerComparePPeakAcquired ($119M deal)Basis and Peak Pricing AI do comparable work on financial analysis; Peak is acquired, with no independent scale; ships application and platform rather than the same layer.2 of 2 capabilitiesDifferent layerComparePPresightPublic · $5.6BBasis and Presight Financial Solutions do comparable work on financial analysis; larger scale (public); ships agent platform, application and 2 more rather than the same layer.2 of 2 capabilitiesDifferent layerLarger scaleCompareQQuantexaPrivate · $2.6BBasis and Quantexa Decision Intelligence Platform do comparable work on financial analysis; ships application and platform rather than the same layer.1 of 2 capabilitiesDifferent layerSame scale bandCompareNNiCEPublic · $6.5BBasis and Xceed AI FRAML do comparable work on financial analysis; larger scale (public).2 of 2 capabilitiesShared product typeLarger scaleCompareSASakana AIPrivate · $2.7BBasis and Sakana Marlin do comparable work on financial analysis; ships application rather than the same layer.1 of 2 capabilitiesDifferent layerSame scale bandCompare

Closest alternatives are pairs a vendor page itself compares. Similar products are matched from what each product does; nothing in that group is asserted as a rivalry.

Sources

Total funding

News reporting · 24 Feb 2026

CPA Practice Advisor (Jason Bramwell, 2026-02-24): "the New York City-based startup has raised $138 million thus far". The company's own release states the round, not a total.

Valuation

Press release · 24 Feb 2026

Basis "has raised $100 million in Series B funding at a $1.15 billion valuation", led by Accel and GV (2026-02-24); Bloomberg and Reuters reported the same round.

Employees

Not found · 27 Sep 2026

No headcount on /careers or /about.

Founded

Not found · 27 Sep 2026

No founding year stated on /about, the company's Series B post, its release or Reuters' coverage; the post says only "Here we are 3 years later".

Revenue

Not found · 27 Sep 2026

No revenue figure in the Series B release or in Bloomberg's or Reuters' coverage of it.

Public listing

Company disclosure · 27 Sep 2026

Venture-funded private company (Series B, 2026-02-24); no public listing found.

Description

Official documentation · 27 Sep 2026

"Basis executes the month-end close end to end using your firm's client-specific policies, templates, mappings, and review standards."

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