
Basis is an independent research consultancy delivering insight and activation for an ambitious, global client base.

Basis is an independent research consultancy delivering insight and activation for an ambitious, global client base.
What they do: Build AI agents to automate accounting workflows for accounting firms and professionals
Founded / HQ: Founded 2023; New York City
Recent raise: Raised $34M Series A (Dec 2024)
Team size: ~125 employees
Accounting workflow automation for accounting firms and professionals
2023
Enterprise software / Accounting technology
$3.6M
Seed round with participation from BoxGroup, Avid Ventures and accounting firms
$34M
Series A announced Dec 2024 with participation from institutional and individual investors
“Backed by prominent institutional and individual investors including Khosla Ventures, Better Tomorrow Ventures, BoxGroup, Nat Friedman, Daniel Gross, and others”