Startup
Basis
AI agents for accounting firms that carry out complete workflows, from journal entries and reconciliations to a full 1065 tax return, inside the firm's existing systems.
| Founded | 2023, New York |
|---|---|
| Founders | Matthew Harpe (CEO), Mitchell Troyanovsky |
| Stage | Series B |
| Total funding | $138m disclosed |
| Last round | Series B, $100m, February 2026, led by Accel with GV; Khosla Ventures and Lloyd Blankfein participating. Valuation $1.15bn. ↗ |
| Earlier rounds | Seed $3.6m (2023); Series A $34m, December 2024, led by Khosla Ventures |
| What it does | Agents that complete CAS, tax and audit work end to end; first agent to complete a 1065 return autonomously |
| Traction | Working with about 30% of the top 25 US accounting firms; customers include Wiss |
| Pricing | Not published; sold to firms |
| Markets | US |
| Peers | Accrual, Billow AI, Fieldguide, Numeric |
Why it matters
Basis has raised $138 million and is valued at $1.15 billion, the highest of any vendor selling AI agents to accounting firms. It works with about 30% of the 25 largest US firms and its agents complete accounting, tax and audit work end to end, including full 1065 returns.
Accountio coverage
Basis AI and the making of a $1.15 billion unicorn
Basis attracts $100 million from investors in Series B financing
Updated September 2026.
Part of Accountio’s accounting technology coverage.
