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.
Builder’s Brief
Basis is a finance tool on Falcoscan. AI agents built specifically for accountants. Falcoscan rates Basis with an Opportunity score of 74/100, a Saturation score of 35/100, and a Wrapper-risk score of 12/100. Market signal: rising. Basis is founded in 2023, currently at Series_b stage. Pricing: Paid.
Market position · Finance
How Basis compares in Finance
Basis's opportunity score of 74 ranks #48 of 281 live Finance tools on Falcoscan, 7.4 points above the category average of 66.6. Its saturation score is 35/100, against a category average of 34.6. 71 of the 281 live Finance tools carry a hot signal, and Falcoscan has recorded 20 shutdowns in the category.