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getbasis

AI agents for accounting with tax, audit, and CAS modules

getbasis Overview

getbasis is a pioneering AI platform designed specifically to usher in the next era of accounting. By leveraging specialized AI agents, getbasis aims to transform accountants from manual doers into high-level reviewers, significantly expanding firm revenue capacity and streamlining complex operations. Whether you are managing an in-house team or a large-scale accounting firm, getbasis provides the intelligence needed to automate repetitive tasks and focus on high-value client advisory.

getbasis Key Features

  • Practice-Wide Core Modules: Tailored modules built specifically for Tax, Audit, CAS, and Advisory practices to ensure firm-wide consistency.
  • Specialized AI Agents: Intelligent agents designed to perform granular accounting workflows, matching the specific logic and methodology of your firm.
  • Workflow Automation: Significantly reduces the time required for month-end closes and complex tax preparation through automated data processing.
  • Enterprise-Grade Security: Built with the security standards required by top-tier financial firms, ensuring client data remains private and protected.

Trusted by leading firms like Wiss and Boulay, getbasis acts as a force multiplier, allowing teams to deliver exceptional client experiences while reshaping the traditional accounting landscape.

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