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Basis

Category: AI Agents

AI agents that autonomously complete complex end-to-end accounting workflows across Tax, Audit, and Client Advisory Services (CAS) practices, running for hours with full visibility and human control. Basis was founded in 2023. The company is led by Matt Harpe. Based in New York, United States. Team size: 51-100. Total funding raised: $137.6M. Latest round: Series B ($100M, Feb 2026). Key investors include ["Accel","GV (Google Ventures)","Khosla Ventures","Better Tomorrow Ventures","Lloyd Blankfein"].

Founded
2023
Headquarters
New York, United States
Team size
51-100
Total funding
$137.6M

Value proposition

Delivers 20-50% efficiency improvements by automating complex accounting workflows end-to-end, addressing the critical accounting talent shortage.

Products and solutions

["CAS (Client Advisory Services) Agents","Tax Agents (1065)","Audit Agents","Advisory Tools","Multi-Agent Orchestration Platform"]

Unique value

First AI platform to demonstrate autonomous completion of complex 1065 partnership tax returns end-to-end. Uses 'long-horizon' agents that run autonomously for hours.

Target customer

Mid-to-large accounting firms (Top 25 national and major regional firms)

Industries served

["Public Accounting","Tax Services","Audit & Assurance","Client Accounting Services (CAS)","Financial Advisory"]

Technology advantage

Multi-agent architecture leveraging multiple OpenAI models (GPT-5, GPT-4.1, o3, o3-Pro). 100% success rate on parallel tool calling benchmarks.

How they differentiate

Only platform with autonomous long-horizon AI agents that complete complex end-to-end accounting workflows. Multi-agent architecture leveraging GPT-5.

Main competitors

["DataSnipper","Numeric","Vic.ai"]

Key partnerships

["OpenAI","Wiss & Co.","UHY LLP","BPB","Clark Nuber","Intuit QuickBooks","Xero","Bill.com"]

Notable customers

["Wiss & Co.","UHY LLP","BPB","Clark Nuber","Boulay PLLP","MarksNelson LLC","Pinion LLC"]

Major milestones

["October 2023: Seed round $3.6M","December 2024: Series A $34M","February 2026: Series B $100M at $1.15B valuation","First autonomous 1065 tax return completion","Deployment across ~30% of Top 25 US accounting firms"]

Growth metrics

Achieved unicorn status ($1.15B valuation). Deployed across ~30% of Top 25 US accounting firms. 20-50% efficiency improvements.

Market positioning

Premium unicorn ($1.15B valuation) targeting firm-wide deployments at Top 25 US accounting firms.

Geographic focus

United States

Patents and IP

No registered patents disclosed as of February 2026

About Matt Harpe

Co-founder & CEO at Basis (Jan 2023-Present). Previously Consultant at Boston Consulting Group (BCG) from 2018-2021. Director at Harvard College Consulting Group (2015-2018). Investment team experience at SoftBank Investment Advisers and SHL Capital.

Official website: