01What it sells and who buys it
Basis builds AI agents for accounting firms' bookkeeping, tax and close work. The product handles extended workflows that accountants can review and supervise.
02How the business makes money
The commercial route is a business agreement for deployment inside an accounting firm. Sales scope the work and implementation requirements rather than relying on one public monthly price.
03Marketing and customer acquisition
Basis built trust by delivering work accountants could inspect.
- 01
Target multistep accounting work
SourceAgents handle accounting and tax tasks for accountant review. An inspectable completed work product matters more than a plausible sentence.
- 02
How distribution and adoption expanded
SourceBasis markets through deployments and testimonials from accounting firms, including references to CohnReznick and UHY. Demonstrations show completed tax work, while implementation support, reviewability and data controls address practical purchasing requirements.
- 03
Financing the next stage
SourceIn February 2026, Basis raised a $100 million Series B led by Accel with participation from GV and others, at a $1.15 billion valuation. The round supports its accounting agents and deployment expansion.
How the growth mechanism works
- Choose an accounting task
- Let the agent execute
- Review the completed work
- Expand across the firm
Client work and onboarding turn technical evaluation into adoption. Reviewability and security make this a specialist sales process rather than a mass free-user strategy.
04Funding and expansion
In February 2026, Basis raised a $100 million Series B led by Accel with participation from GV and others, at a $1.15 billion valuation. The round supports its accounting agents and deployment expansion.