Finance

Basis

AI agents built specifically for accountants

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Pricing · PaidRising

The FalcoScan Intel PanelBasis · Finance

Data updated 1 November 2026

Opportunity

High

Band

Saturation

Open

Band

Wrapper risk

Low

Band

Moat

Wide

Band · Finance moats

Momentum

Rising

Market trend

Finance AI has a narrow moat on average, from the moat scores of its rated products. What protects Finance AI tools, and the widest moats

The Brief

What Basis does

Basis builds AI agents purpose-built for accounting firms, automating workflows across tax preparation, audit, client advisory services, and corporate accounting from client intake through review-ready deliverables. The company says more than 25 accounting firms use its platform, including Baker Tilly, CohnReznick, and Wiss. Basis reports that some customers have cut returns that previously took over 100 hours down to 15-20 hours. The company was founded by Matt Harpe and Mitchell Troyanovsky.

How Basis compares with its closest alternatives

None of the 5 closest alternatives has a free plan, and neither does Basis. Only Billow AI lists a starting price, $1000 a month. 1 of the 5 offers an API; FalcoScan's records show none for Basis. Basis offers a web app. Of the alternatives, all 5 offer a web app. Basis was founded in 2023; the alternatives were founded between 2021 and 2026, 2 of them earlier. Basis is based in New York, United States; 1 of the 4 alternatives with a known headquarters is in the United States too, and the others in Germany, Denmark and India.

Market position · Finance

How Basis compares in Finance

Basis has high opportunity and sits in the top third of 392 live Finance tools on FalcoScan. Across Finance, the average opportunity score is 68.5 and the average saturation score 34.9. FalcoScan rates Basis's own market position as open. 76 of the 392 operating Finance tools have hot momentum, and FalcoScan has recorded 6 shutdowns in the category.

Basis compared with its closest alternatives
Product	Opportunity	Saturation	Pricing	Pricing from	Free plan	API	Platforms	Momentum
BasisFounded 2023 · New York, United States	High	Open	Paid	—	No	No	Web	Rising
CorteaFounded 2024 · Berlin, Germany	High	Open	Paid	—	No	No	Web	Rising
RepodoFounded 2026 · Copenhagen, Denmark	High	Open	Paid	—	No	No	Web	Rising
AxleFounded 2022 · Atlanta, United States	High	Open	Paid	—	No	Yes	Web, API	Hot
Billow AI	High	Open	Paid	$1000/mo	No	No	Web	Stable
BluecopaFounded 2021 · Hyderabad, India	High	Open	Paid	—	No	No	Web	Rising

Exact opportunity and saturation scores for all 6 of these, and where each ranks in Finance.

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What it ships with

Capabilities & who uses it

The capabilities Basis exposes to builders and the verticals it currently serves.

AI Capabilities

Tax Preparation AutomationAudit Workflow AgentsClient Intake AutomationDocument Review

Industry Verticals

AccountingProfessional Services

Tagged

Basis shows up when builders search for these

accounting-aitax-automationaudit-agentsai-agents

Similar tools · Finance

Alternatives to Basis

Products still running that do the same job, from the finance market and related ones, closest match first.

See the Finance market

Finance

Cortea

AI agents that review audit reports and financial statements before sign-off

AI-native authorised audit firm for statutory audits

AI-native clearinghouse that automates insurance verification and policy updates

AI employees for accounting and finance teams

AI-native platform that automates enterprise finance operations

AI agents that automate financial analysis and reporting for corporate finance teams

Opportunity High

Freemium

Featured in

Basis across FalcoScan

Questions

Basis: common questions

Is Basis free?

No. Basis is a paid product.

What are the best alternatives to Basis?

The closest alternatives to Basis that are still running, matched on the AI capabilities, uses and audience they share, are Cortea, Repodo, Axle, Billow AI, and Bluecopa.

Is Basis still running?

Yes. As of 1 November 2026, FalcoScan lists Basis as operating at getbasis.ai.

Where is Basis based?

Basis is headquartered in New York, United States.

Does Basis have an API?

FalcoScan's records show no public API for Basis.

Who is Basis for?

Basis is built for accounting firms, tax teams, and auditors.

How do I sign in to Basis?

Sign in on Basis's own website, getbasis.ai. FalcoScan reviews Basis but does not run its accounts, so logins, passwords and billing are handled by Basis directly.

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