Who uses Basis?
AI agents that run tax, audit, advisory and close workflows end to end for accounting firms. getbasis.ai
18
companies use Basis
18 companies use Basis. 6% are in Accounting & Audit. Confirmed or observed customers include Boulay, Boyum Barenscheer, and Clark Nuber. 4 of them are confirmed by a published case study, quote or press release.Latest check Oct 7, 2026: 18 of 18 companies checked, from 3 public sources.
- Category
- Finance & Accounting AI
- Customers by proof
- 4 confirmed, 14 observed
- Top industry
- Accounting & Audit, 6% of customers
- Security
- SOC 2 Type II, ISO 27001, ISO 42001Source: getbasis.ai, checked Oct 7, 2026
- Data residency
- United StatesSource: getbasis.ai, checked Oct 7, 2026
- Most similar
- FloQast, no shared customer yet
- Website
- getbasis.ai
What Basis does
Basis builds AI agents for accounting firms and corporate accounting teams. The agents execute long workflows such as tax return preparation, audit testing with cited evidence and month-end close, so staff focus on review. Users include Baker Tilly, CohnReznick, Wiss and Citrin Cooperman.
Written by usedby from getbasis.ai.
Main features
Common uses
18 companies use Basis
Every company below links to the public page that shows it uses Basis. Open a row to see the dated capture.
Customers over time: appears once we have six months of archived captures.
| Company | Industry | Proof |
|---|---|---|
 Boulay | — | |
 Boyum Barenscheer | — | |
 Clark Nuber | — | |
 Wiss | — | |
 Anders | — | |
 Baker Tilly | — | |
 Citrin Cooperman | — | |
 CohnReznick | — | |
 Larson Gross CAS | — | |
 Lutz | — |
Is Basis right for your company?
See what companies in your industry use, from the companies we track. Pick your industry.
Of the 18 Accounting & Audit companies on usedby, 1 is listed as Basis customers. 3 use only another Finance & Accounting AI tool.
- Basis only, 5%
- Basis and another tool in Finance & Accounting AI, 0%
- Another tool in Finance & Accounting AI only, 17%
- No Finance & Accounting AI tool we can see, 78%
These are companies usedby tracks because a public page names them, often Basis's own customer page. It is not a market share. A company counts once, whatever the number of tools it uses.
What customers report
Results as published by Basis and its customers. Each one links to its dated source. We quote, we do not score.
4 hours → 1 hourCash and credit-card transaction coding time
Boyum BarenscheerVendor case studyCaptured Oct 7, 2026The real value is not just saving time on one task. It’s creating a repeatable way for our team to take on more work.Basis is the most powerful accounting AI we have seen. It has been truly trajectory-defining for Wiss: we use it across the firm, empowering our teams to focus on higher-value work while delivering exceptional experiences for our people and clients and shaping how we evolve each of our practices.Before you buy Basis
What Basis publishes on the points buyers check first, each with its source and check date.
| Security | SOC 2 Type II, ISO 27001, ISO 42001 | getbasis.ai, checked Oct 7, 2026 |
|---|---|---|
| Data residency | United States | getbasis.ai, checked Oct 7, 2026 |
| Your data | Not used to train models by default. | getbasis.ai, checked Oct 7, 2026 |
| Data processing terms | A data processing agreement is available. | getbasis.ai, checked Oct 7, 2026 |
Questions to ask in your demo
- Which of your customers look like us, by industry and size?
- What does a pilot cost, and what decides the move to a full contract?
- Where is our data stored, who can access it, and is it used to train models?
- How does Basis work with the tools we already use?
Basis alternatives
Tools compared with Basis most often, with the customers they share.
| Tool | Customers | Shared with Basis | Compare |
|---|---|---|---|
 FloQast96 customers, 0 shared | 96 | 0 | Basis vs FloQast |
 HighRadius72 customers, 0 shared | 72 | 0 | Basis vs HighRadius |
 Ramp56 customers, 0 shared | 56 | 0 | Basis vs Ramp |
 DataSnipper38 customers, 2 shared | 38 | 2 | Basis vs DataSnipper |
 Campfire43 customers, 0 shared | 43 | 0 | Basis vs Campfire |
Questions about Basis
Who uses Basis?
18 companies use Basis, including Boulay, Boyum Barenscheer, and Clark Nuber.
Which industries use Basis?
The industries with the most Basis customers are Accounting & Audit (1).
What are the alternatives to Basis?
The tools compared with Basis most often are FloQast (96 customers, 0 shared), HighRadius (72 customers, 0 shared), Ramp (56 customers, 0 shared), and DataSnipper (38 customers, 2 shared). See all Basis alternatives.
How does usedby know who uses Basis?
Each company is linked to a public page that names it: Basis's customer page, a published case study, a press release or a job post. We save each page with a dated capture and check it again on each run. A company leaves the list only after three checks in a row that no longer find it, and at least 14 days after it was last seen. A company with a published case study or quote is never removed automatically.
What do confirmed, observed and signal mean?
Confirmed (4): a case study, a named quote or a press release. Observed (14): Basis shows the company on its own pages, for example a logo wall. Signal (0): a job post shows the company’s employees use Basis, the weakest proof. Every level counts as a customer, and each line shows its level.
How current is this list?
The most recent check was on October 7, 2026, and 18 of 18 companies on this list have been checked so far. A company leaves the list only after three checks in a row that no longer find it, and at least 14 days after it was last seen. A company with a published case study or quote is never removed automatically.
Changes and sources
New customers
No new customer yet. Tracking of Basis started on October 7, 2026. New customers appear after two complete checks of its pages.