Essex Labs, Inc. d/b/a Basis Unclaimed

Basis automates end-to-end accounting workflows, empowering firms to focus on client advisory services.

Large Global Accounting Firms

Global accounting firms seeking scalable automation to extend client capacity while maintaining high-quality output.

Mid-Sized Accounting Firms

Mid-sized firms seeking scalable automation to expand client capacity and improve utilization.

Boutique Tax And Advisory Firms

Specialized tax and advisory firms seeking targeted automation to improve efficiency.

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.

Tools and workflows that create audit-ready evidence, automate evidence analysis, maintain granular audit trails, and speed assurance across financial and non-financial reporting.

Automation of tax preparation, filing, and advisory workflows with agents that scale capacity for complex engagements while maintaining compliance with firm and regulatory standards.

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.

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 Efficiency
  By handling repetitive tasks autonomously, Basis allows accountants to focus on strategic decision-making.
• Comprehensive Accounting Solutions
  Facilitates seamless workflow execution, reducing operational gaps and enhancing reporting accuracy.
• Optimizes Accounting Processes
  This feature enables firms to transform traditional accounting methods into more efficient processes, thereby increasing operational speed and accuracy.
• Achieves Operational Efficiency
  By integrating production-grade agents, accounting firms can dramatically enhance efficiency, reduce manual labor, and ensure consistent output quality.
• Tailored Solutions
  Structured specifically for diverse accounting domains, ensuring relevance and efficacy in service delivery.
• Ensures Compliance
  Maintains high-quality output adhering to regulatory and firm standards, crucial for client trust.
• Expands Business Opportunities
  By automating routine tasks, firms can address growing client demands, proactively scaling their services.
• Own Academy Strategy
  Defines the strategic direction and operational efficiency for learning products.
• Establish Certification Ladder
  Recognizes and validates user expertise in utilizing Basis technology effectively.
• Create Digital Learning Paths
  Provides targeted learning pathways for various professional roles to ensure competency.
• Enhances Team Integration
  By 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-Making
  This facilitates a dynamic interaction between agents and human accountants, allowing for quicker decision-making and problem resolution.
• Saves Time
  Minimizes the time accountants spend on revisions, thus expediting the review process.
• Streamlines Collaboration
  Enhances interdepartmental communication and operational unity, driving collective success.
• Lead Academy Team
  Ensures the Academy achieves its objectives through effective team leadership and resource allocation.
• Streamline Content Production
  Facilitates timely delivery of up-to-date learning materials to users.
• Measure Learning Impact
  Tracks the effectiveness of education in driving product utilization and user success.
• Deliver Scalable Learning Solutions
  Ensures all users have access to essential learning tools and resources at their convenience.
• Customized Agent Solutions
  This 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 Accreditation
  Enhances the credibility and attractiveness of Academy offerings to professionals.