{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/getbasis-ai","markdownUrl":"https://nowen.ai/agents/getbasis-ai.md","jsonUrl":"https://nowen.ai/agents/getbasis-ai.json","name":"Essex Labs, Inc. d/b/a Basis","nickname":"Basis","website":"https://getbasis.ai","industry":"Accounting","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-06T23:24:50.729Z","summary":"AI-powered platform delivering agents to automate accounting workflows for large CPA firms.","description":"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":"To deploy AI agents that automate accounting workflows across firms, transforming knowledge work and enabling professionals to focus on higher-value activities.","directory":{"industryName":"Accounting","agentCount":35,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"aiReaderFamilies":["Anthropic","Amazon"],"products":[{"name":"Basis","type":"Platform","url":"https://www.getbasis.ai/about","summary":"Basis automates end-to-end accounting workflows, empowering firms to focus on client advisory services.","description":"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.","pricing":{},"features":[{"name":"Autonomous Accounting Agents","value":"Enhances Efficiency","valueDescription":"By handling repetitive tasks autonomously, Basis allows accountants to focus on strategic decision-making."},{"name":"End-to-End Accounting Agents","value":"Comprehensive Accounting Solutions","valueDescription":"Facilitates seamless workflow execution, reducing operational gaps and enhancing reporting accuracy."},{"name":"End-to-End Workflow Redesign","value":"Optimizes Accounting Processes","valueDescription":"This feature enables firms to transform traditional accounting methods into more efficient processes, thereby increasing operational speed and accuracy."},{"name":"Production-Grade Agent Deployment","value":"Achieves Operational Efficiency","valueDescription":"By integrating production-grade agents, accounting firms can dramatically enhance efficiency, reduce manual labor, and ensure consistent output quality."},{"name":"Core Modules by Practice Area","value":"Tailored Solutions","valueDescription":"Structured specifically for diverse accounting domains, ensuring relevance and efficacy in service delivery."},{"name":"Standards-Aligned Operation","value":"Ensures Compliance","valueDescription":"Maintains high-quality output adhering to regulatory and firm standards, crucial for client trust."},{"name":"Increased Capacity for Complex Engagements","value":"Expands Business Opportunities","valueDescription":"By automating routine tasks, firms can address growing client demands, proactively scaling their services."},{"name":"Academy Strategy And Roadmap","value":"Own Academy Strategy","valueDescription":"Defines the strategic direction and operational efficiency for learning products."},{"name":"Basis Certified Credential Ladder","value":"Establish Certification Ladder","valueDescription":"Recognizes and validates user expertise in utilizing Basis technology effectively."},{"name":"Digital Learning Experiences","value":"Create Digital Learning Paths","valueDescription":"Provides targeted learning pathways for various professional roles to ensure competency."},{"name":"Collaboration with Client Teams","value":"Enhances Team Integration","valueDescription":"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."},{"name":"Intelligent Workflow Collaboration","value":"Improves Decision-Making","valueDescription":"This facilitates a dynamic interaction between agents and human accountants, allowing for quicker decision-making and problem resolution."},{"name":"Review-Ready Outputs","value":"Saves Time","valueDescription":"Minimizes the time accountants spend on revisions, thus expediting the review process."},{"name":"Unified Platform Across the Firm","value":"Streamlines Collaboration","valueDescription":"Enhances interdepartmental communication and operational unity, driving collective success."},{"name":"Academy Team Leadership","value":"Lead Academy Team","valueDescription":"Ensures the Academy achieves its objectives through effective team leadership and resource allocation."},{"name":"Content Operations Engine","value":"Streamline Content Production","valueDescription":"Facilitates timely delivery of up-to-date learning materials to users."},{"name":"Learning-To-Adoption Measurement","value":"Measure Learning Impact","valueDescription":"Tracks the effectiveness of education in driving product utilization and user success."},{"name":"Scaled Learning And Simulations","value":"Deliver Scalable Learning Solutions","valueDescription":"Ensures all users have access to essential learning tools and resources at their convenience."},{"name":"On-Site Deployment and Context Learning","value":"Customized Agent Solutions","valueDescription":"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."},{"name":"CPE Accreditation","value":"Achieve CPE Accreditation","valueDescription":"Enhances the credibility and attractiveness of Academy offerings to professionals."}]}],"audiences":[{"title":"Large Global Accounting Firms","description":"Global accounting firms seeking scalable automation to extend client capacity while maintaining high-quality output.","industries":["Professional Services","Accounting","Audit"],"geography":"Global","painPoints":"Scaling knowledge work while maintaining quality and consistency; complex cross-functional workflows; change management and adoption across a global network; integration with legacy systems","businessGoals":"Increase capacity, improve efficiency, standardize outputs, reduce cycle times","positioningStatement":"Enterprise-grade automation aligns with firm standards to scale complex accounting work while maintaining quality and collaboration."},{"title":"Mid-Sized Accounting Firms","description":"Mid-sized firms seeking scalable automation to expand client capacity and improve utilization.","industries":["Accounting","Professional Services"],"geography":"North America and Europe","painPoints":"Limited resources for scaling knowledge work; inconsistent outputs; onboarding of new staff; rising cycle times","businessGoals":"Increase client load, improve efficiency, maintain quality, reduce task duration","positioningStatement":"Scalable automation to enable mid-sized firms to grow client portfolios while preserving quality and consistency in delivery."},{"title":"Boutique Tax And Advisory Firms","description":"Specialized tax and advisory firms seeking targeted automation to improve efficiency.","industries":["Tax","Advisory","Professional Services"],"geography":"North America","painPoints":"Limited staff for high-volume tasks; maintaining accuracy; regulatory changes; inconsistent delivery","businessGoals":"Improve turnaround times, scale advisory support, standardize outputs","positioningStatement":"Targeted automation enables small, specialized firms to deliver faster, consistent accounting and advisory work."}],"segments":[{"name":"Autonomous accounting agents","description":"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.","size":1,"cagr":32,"color":1,"productNames":["Basis"],"methodology":"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.","citations":[{"url":"https://www.gminsights.com/industry-analysis/artificial-intelligence-for-accounting-market","text":"valued at USD 6.8 billion in 2025 and projected CAGR 25.9% (2026–2034)"},{"url":"https://www.snsinsider.com/reports/autonomous-ai-and-autonomous-agents-market-6900","text":"valued at USD 7.4 Billion in 2024; CAGR 36.59% (2025–2032)"}]},{"name":"Audit and assurance automation","description":"Tools and workflows that create audit-ready evidence, automate evidence analysis, maintain granular audit trails, and speed assurance across financial and non-financial reporting.","size":8,"cagr":20,"color":2,"productNames":["Basis"],"methodology":"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.","citations":[{"url":"https://www.marketresearchfuture.com/reports/audit-and-assurance-services-market-65923","text":"2024 Market Size $ 160 Billion"},{"url":"https://datahorizzonresearch.com/audit-and-assurance-services-market-47727","text":"The global audit and assurance services market was valued at USD 70.3 billion in 2024"},{"url":"https://www.fortunebusinessinsights.com/auditing-services-market-114507","text":"The global auditing services market size was valued at USD 233.95 billion in 2025"},{"url":"https://www.factmr.com/report/ai-agent-audit-and-assurance-services-market","text":"Market Value (2025): USD 0.4 Bn; CAGR (2026-2036): 44.0%"}]},{"name":"Tax workflow automation and compliance","description":"Automation of tax preparation, filing, and advisory workflows with agents that scale capacity for complex engagements while maintaining compliance with firm and regulatory standards.","size":22.5,"cagr":12.3,"color":3,"productNames":["Basis"],"methodology":"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.","citations":[{"url":"https://www.marketsandmarkets.com/Market-Reports/tax-management-market-230446693.html","text":"USD 24.52 billion in 2025; 2030 forecast USD 33.21 billion; CAGR 6.3% (2025-2030)."},{"url":"https://www.gminsights.com/industry-analysis/tax-technology-market","text":"The global tax technology market size was valued at USD 19.4 billion in 2025; CAGR 12.3% (2026–2034)."},{"url":"https://www.snsinsider.com/reports/tax-tech-market-8334","text":"Tax Tech Market was valued at USD 20.13 billion in 2025; expected USD 66.05 billion by 2035; CAGR 12.62%."},{"url":"https://www.linkedin.com/pulse/regulatory-compliance-automation-middle-market-tax-landman-karny-id2wc","text":"Tax compliance software market: USD 22.52 billion in 2025 to USD 67.23 billion by 2034; CAGR 12.92%."}]},{"name":"Learning, adoption, and credentialing for AI-enabled accounting","description":"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.","size":0.5,"cagr":28,"color":4,"productNames":["Basis"],"methodology":"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.","citations":[{"url":"https://www.gminsights.com/industry-analysis/artificial-intelligence-for-accounting-market","text":"The global artificial intelligence for accounting market was valued at USD 6.8 billion in 2025 and is projected to grow at a CAGR of 25.9% between 2026 and 2034."}]}],"faq":[],"comparisons":[],"sources":[{"url":"https://getbasis.ai","text":"Essex Labs, Inc. d/b/a Basis"},{"url":"https://www.getbasis.ai/about","text":"Basis"},{"url":"https://www.gminsights.com/industry-analysis/artificial-intelligence-for-accounting-market","text":"valued at USD 6.8 billion in 2025 and projected CAGR 25.9% (2026–2034)"},{"url":"https://www.snsinsider.com/reports/autonomous-ai-and-autonomous-agents-market-6900","text":"valued at USD 7.4 Billion in 2024; CAGR 36.59% (2025–2032)"},{"url":"https://www.marketresearchfuture.com/reports/audit-and-assurance-services-market-65923","text":"2024 Market Size $ 160 Billion"},{"url":"https://datahorizzonresearch.com/audit-and-assurance-services-market-47727","text":"The global audit and assurance services market was valued at USD 70.3 billion in 2024"},{"url":"https://www.fortunebusinessinsights.com/auditing-services-market-114507","text":"The global auditing services market size was valued at USD 233.95 billion in 2025"},{"url":"https://www.factmr.com/report/ai-agent-audit-and-assurance-services-market","text":"Market Value (2025): USD 0.4 Bn; CAGR (2026-2036): 44.0%"},{"url":"https://www.marketsandmarkets.com/Market-Reports/tax-management-market-230446693.html","text":"USD 24.52 billion in 2025; 2030 forecast USD 33.21 billion; CAGR 6.3% (2025-2030)."},{"url":"https://www.gminsights.com/industry-analysis/tax-technology-market","text":"The global tax technology market size was valued at USD 19.4 billion in 2025; CAGR 12.3% (2026–2034)."},{"url":"https://www.snsinsider.com/reports/tax-tech-market-8334","text":"Tax Tech Market was valued at USD 20.13 billion in 2025; expected USD 66.05 billion by 2035; CAGR 12.62%."},{"url":"https://www.linkedin.com/pulse/regulatory-compliance-automation-middle-market-tax-landman-karny-id2wc","text":"Tax compliance software market: USD 22.52 billion in 2025 to USD 67.23 billion by 2034; CAGR 12.92%."}]}