Basis

AI agents built specifically for accountants.

Basis was founded in 2023, is headquartered in New York, United States, lists 1–10 employees, and has $137.6M in recorded funding across 3 rounds.

Headquarters
New York, New York
Employees
1–10
Founded
2023
Business Model
SaaS
Total Funding
$137.6M
Last Round
$100.0M Series BFeb 2026
Rounds
3

Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.

Indexed holds 3 funding rounds and 6 investors for this company. The full record is or through the API.

About

Basis builds AI agents that perform real accounting work end to end for firms and in-house teams. The agents run autonomously, sometimes for hours, collaborating with accountants at key decision points and delivering finished work for review. Instead of layering a chatbot on accounting data, Basis created a unified accounting intelligence that understands the logic of the work itself, adapts to each engagement, and extends to new workflows as it learns. The platform already supports leading accounting firms across the country on CAS and advisory, tax, audit, and corporate accounting work.

Summary

Basis is an Artificial Intelligence company based in New York, United States, founded in 2023. It lists 1–10 employees. It has raised $137.6M in total across 3 rounds, most recently a $100.0M Series B round in Feb 2026. Investors include Better Tomorrow Ventures, Khosla Ventures and Accel.

Tech & App Stack

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Funding History

Series BSeries BFeb 2026
$100.0M

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Funding: Seed through Series B. Amounts, valuations, and investors where available.

Investors

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