Basis

Why it ranks #34

Basis, an AI bookkeeper and accountant, ranks #34 of 999 AI agents and #1 of 22 in Bookkeeper and accountant, with a score of 6.4 of 10. Data as of 3 Oct 2026.

The score adds four parts, each 0 to 10, by weight. Every point comes from public evidence. How scoring works · Score wrong? Suggest a change

1. Proof

   Do customers use it? 30% of the score

   7

   Claims named customers, a customer result and a customer count.

   • +3
     Named customers

     “Jul 1, 2026 Sikich partners with Basis to advance AI-enabled accounting services”

     Source · 1 Jul 2026 · 2 claims
   • +2
     A customer result

     “How Boyum Barenscheer cut CAS preparation time by 75% to 92% to create capacity for growth”

     Source
   • +2
     A customer count

     “Basis is now working with ~30% of the Top 25 accounting firms to address these challenges by deploying agents that complete complex accounting workflows end-to-end across their CAS, Tax, and Audit practices.”

     Source · 24 Feb 2026

   Not found: revenue or growth (+4), work done at scale (+2)

2. Scale

   Is there a real company behind it? 30% of the score

   3

   Raised $100M.

   • +3
     Largest of 2 rounds: $100M (Series B)Basis raises $100M Series B at a $1.15B valuation led by Accel alongside GV (Google Ventures)Source · 24 Feb 2026

3. Momentum

   Is it shipping and growing now? 25% of the score

   10

   Shows a recent launch, hiring, a new claim and funding news.

   • +3
     Release post in the last 6 monthsThe future of tax is end-to-end intelligenceSource · 5 Aug 2026
   • +3
     Hiring: 48 open rolesContent Marketing Manager, Founding Brand Designer, Deployed Intelligence - StrategistSource
   • +2
     A new traction claim

     “Jul 1, 2026 Sikich partners with Basis to advance AI-enabled accounting services”

     Source · 1 Jul 2026
   • +2
     Funding news in the last yearBasis raises $100M Series B at a $1.15B valuation led by Accel alongside GV (Google Ventures)Source · 24 Feb 2026

   Not found: founded in the last year (no founding year found) (+1)

4. Autonomy

   How much of the job does it do on its own? 15% of the score

   6

   Supervised agent: takes actions in other systems; a person approves key steps.

   • +6
     Level 2 of 4: Supervised agentTakes actions in other systems; a person approves key steps.
   How the level was set

   • Level 2 (supervised agent) from a reviewed decision that cites the product's own pages

   Level 2: Takes actions in other systems; a person approves key steps.

About Basis

Launches and news

1. Release5 Aug 2026The future of tax is end-to-end intelligence
2. Release13 Apr 2025Introducing Deployed Intelligence

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