Essex Labs, Inc. d/b/a Basis
UnclaimedAI-powered platform delivering agents to automate accounting workflows for large CPA firms.
Overview
Basis is a technology company delivering AI-powered agents that perform end-to-end accounting work for some of the world’s largest accounting firms. The platform is designed to scale knowledge work by automating routines and complex tasks across tax, audit, and advisory services, enabling firms to take on more clients, improve efficiency, and maintain high-quality outputs. Basis emphasizes production-grade agents that operate for extended periods, work in alignment with firm standards, and support collaboration between human professionals and intelligent systems. By integrating with existing workflows and software, Basis helps organizations reduce cycle times, improve consistency, and free accountants to focus on higher-value advisory work. The company positions itself as partnering with leading firms and investing in AI-enabled capabilities that transform how accounting is delivered.
Mission statement
To deploy AI agents that automate accounting workflows across firms, transforming knowledge work and enabling professionals to focus on higher-value activities.
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Claim Essex Labs, Inc. d/b/a BasisUse your email at getbasis.ai.What we offer
Basis
Basis automates end-to-end accounting workflows, empowering firms to focus on client advisory services.
getbasis.ai →Who do we serve
Large Global Accounting Firms
Global accounting firms seeking scalable automation to extend client capacity while maintaining high-quality output.
Geography: Global
How we help: Enterprise-grade automation aligns with firm standards to scale complex accounting work while maintaining quality and collaboration.
Mid-Sized Accounting Firms
Mid-sized firms seeking scalable automation to expand client capacity and improve utilization.
Geography: North America and Europe
How we help: Scalable automation to enable mid-sized firms to grow client portfolios while preserving quality and consistency in delivery.
Boutique Tax And Advisory Firms
Specialized tax and advisory firms seeking targeted automation to improve efficiency.
Geography: North America
How we help: Targeted automation enables small, specialized firms to deliver faster, consistent accounting and advisory work.
Market segments
Market size by segment
Growth potential (CAGR)
Autonomous accounting agents
AI agents that execute end-to-end accounting tasks across CAS, tax, audit, and advisory autonomously for extended periods, producing review-ready outputs and integrating with firm workflows.
Products: Basis
Audit and assurance automation
Tools and workflows that create audit-ready evidence, automate evidence analysis, maintain granular audit trails, and speed assurance across financial and non-financial reporting.
Products: Basis
Tax workflow automation and compliance
Automation of tax preparation, filing, and advisory workflows with agents that scale capacity for complex engagements while maintaining compliance with firm and regulatory standards.
Products: Basis
Learning, adoption, and credentialing for AI-enabled accounting
Programs and platforms for training, continuing professional education, credentialing, and measuring learning-to-adoption outcomes to drive effective use of AI agents across accounting teams.
Products: Basis
More information about our offering
Basis
Basis is an AI-powered platform that builds real agents to perform end-to-end accounting work across CAS, Tax, Audit, and Advisory. Agents run autonomously for hours, cooperate with accountants, and deliver finished work ready for review. The platform adapts to firm workflows, scales knowledge work across the organization, and frees accountants to focus on higher-value advisory tasks. Basis Academy supports customer education, driving efficient utilization of Basis agents across Tax, Audit, and Advisory, while Deployed Intelligence enables client organizations to deploy intelligent agents for seamless accounting processes.
- Enhances EfficiencyBy handling repetitive tasks autonomously, Basis allows accountants to focus on strategic decision-making.
- Comprehensive Accounting SolutionsFacilitates seamless workflow execution, reducing operational gaps and enhancing reporting accuracy.
- Optimizes Accounting ProcessesThis feature enables firms to transform traditional accounting methods into more efficient processes, thereby increasing operational speed and accuracy.
- Achieves Operational EfficiencyBy integrating production-grade agents, accounting firms can dramatically enhance efficiency, reduce manual labor, and ensure consistent output quality.
- Tailored SolutionsStructured specifically for diverse accounting domains, ensuring relevance and efficacy in service delivery.
- Ensures ComplianceMaintains high-quality output adhering to regulatory and firm standards, crucial for client trust.
- Expands Business OpportunitiesBy automating routine tasks, firms can address growing client demands, proactively scaling their services.
- Own Academy StrategyDefines the strategic direction and operational efficiency for learning products.
- Establish Certification LadderRecognizes and validates user expertise in utilizing Basis technology effectively.
- Create Digital Learning PathsProvides targeted learning pathways for various professional roles to ensure competency.
- Enhances Team IntegrationBy collaborating with client teams, Deployed Intelligence ensures that the integration of intelligent agents meets specific organizational needs, promoting smoother transitions and higher acceptance rates.
- Improves Decision-MakingThis facilitates a dynamic interaction between agents and human accountants, allowing for quicker decision-making and problem resolution.
- Saves TimeMinimizes the time accountants spend on revisions, thus expediting the review process.
- Streamlines CollaborationEnhances interdepartmental communication and operational unity, driving collective success.
- Lead Academy TeamEnsures the Academy achieves its objectives through effective team leadership and resource allocation.
- Streamline Content ProductionFacilitates timely delivery of up-to-date learning materials to users.
- Measure Learning ImpactTracks the effectiveness of education in driving product utilization and user success.
- Deliver Scalable Learning SolutionsEnsures all users have access to essential learning tools and resources at their convenience.
- Customized Agent SolutionsThis ensures that intelligent agents are not only implemented but fine-tuned to the specific needs and workflows of each client, maximizing relevance and effectiveness.
- Achieve CPE AccreditationEnhances the credibility and attractiveness of Academy offerings to professionals.
Sources
Methodology and sourcing behind the figures and links shown above.
Autonomous accounting agents
Based on industry figures: the broader AI-in-accounting market is $6.8B (2025) and the cross-industry autonomous agents market is $7.4B (2024). Autonomous accounting agents are a nascent, high-growth subset of both markets; assuming a near-term share of ~10–20% of AI-in-accounting (selected midpoint 15%), the 2025 market is estimated at about $1.0B. Growth is expected to exceed general AI-in-accounting (CAGR 25.9%) and align closer to autonomous-agents growth (CAGR ~36.6%); a blended, conservative CAGR estimate is ~32%. Key assumptions: 15% penetration of AI-in-accounting by agentic/autonomous solutions in initial commercialization phase, and faster-than-average adoption for agentic capabilities.
Audit and assurance automation
Search results show the broader audit & assurance services market ranges widely (USD ~70B–234B). Audit automation (software/tools) is a subset of that services spend — typical software penetration of professional services suggests a single-digit percent share. Using the cited service market sizes as the TAM and factoring rapid AI-driven demand for audit automation (Fact.MR shows a nascent AI-agent audit market at USD 0.4B in 2025 with very high CAGR), I estimate the audit and assurance automation tools market at roughly USD 5–10B (midpoint USD 8B). Growth potential is materially higher than legacy audit services (3–6% reported), reflecting accelerating AI/automation adoption; I conservatively estimate ~20% CAGR.
Tax workflow automation and compliance
Estimate derived from recent market reports for overlapping categories (tax management, tax technology, tax compliance). Market reports cluster around USD 19–25 billion (2025) for tax management/tech; tax-automation/compliance subsegment aligns more closely with tax-technology figures, which project double-digit growth. I used a midpoint (~USD 22.5B) of the 2025 estimates and adopted a growth potential (CAGR ~12.3%) consistent with leading tax-technology forecasts.
- USD 24.52 billion in 2025; 2030 forecast USD 33.21 billion; CAGR 6.3% (2025-2030).
- The global tax technology market size was valued at USD 19.4 billion in 2025; CAGR 12.3% (2026–2034).
- Tax Tech Market was valued at USD 20.13 billion in 2025; expected USD 66.05 billion by 2035; CAGR 12.62%.
- Tax compliance software market: USD 22.52 billion in 2025 to USD 67.23 billion by 2034; CAGR 12.92%.
Learning, adoption, and credentialing for AI-enabled accounting
Primary market reference (GM Insights) values the global AI-for-accounting market at $6.8B in 2025 with a 25.9% CAGR. The learning/adoption/credentialing segment is a subset (training, CPE, platform subscriptions, credentialing services). Using the 6.8B base and typical enterprise-software allocations to training/enablement (roughly 5–10% of total vendor/ecosystem spend) and strong adoption signals from CPA.com and industry surveys indicating urgent upskilling demand, I estimate the niche at about $0.5B in 2025. Growth potential is aligned with — and modestly exceeds — the overall market CAGR due to high incumbent demand for upskilling and governance (estimated ~28% CAGR), reflecting rapid adoption and recurring revenue models for learning and credentialing platforms.
- Essex Labs, Inc. d/b/a Basis
- Basis
- valued at USD 6.8 billion in 2025 and projected CAGR 25.9% (2026–2034)
- valued at USD 7.4 Billion in 2024; CAGR 36.59% (2025–2032)
- 2024 Market Size $ 160 Billion
- The global audit and assurance services market was valued at USD 70.3 billion in 2024
- The global auditing services market size was valued at USD 233.95 billion in 2025
- Market Value (2025): USD 0.4 Bn; CAGR (2026-2036): 44.0%
- USD 24.52 billion in 2025; 2030 forecast USD 33.21 billion; CAGR 6.3% (2025-2030).
- The global tax technology market size was valued at USD 19.4 billion in 2025; CAGR 12.3% (2026–2034).
- Tax Tech Market was valued at USD 20.13 billion in 2025; expected USD 66.05 billion by 2035; CAGR 12.62%.
- Tax compliance software market: USD 22.52 billion in 2025 to USD 67.23 billion by 2034; CAGR 12.92%.
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