Overview
Basis provides accounting firms with a new kind of workforce: an AI team. We don't offer another piece of software to learn; we offer agents who learn from you. Basis agents are built to understand accounting broadly and to adapt their intelligence to your specific engagement, taking on workflows and reporting back with results. This frees up your firm to focus on strategic advisory services, client relationships, and business growth. The accounting industry is at a breaking point. Complexity from industrialization, globalization, and new regulations has stretched accounting capacity thin. Basis was created to address this challenge head-on by equipping accountants with a team of AI agents that can do real, hands-on work. Instead of spending hours on manual, repetitive tasks like bank reconciliations, journal entries, and financial report compilation, your team can deploy Basis to handle these tasks with precision and speed. We designed Basis to be a colleague, not a competitor. Our platform is built exclusively for accounting professionals, empowering you to scale your practice and re-energize your team. Basis agents are "doers, not just talkers," going beyond simple chatbots to perform real work directly within your Xero ledger. They are trained to interpret complex data, follow your firm's unique workflows, and provide full visibility into their reasoning, so you always have control. We believe the future of accounting is a powerful collaboration between human expertise and machine intelligence, and Basis is at the forefront of this transformation. With Basis and Xero, you can not only reclaim time but also unlock new levels of efficiency and capacity, allowing your firm to thrive in an increasingly complex world.
Basis App + Xero
The Basis integration with Xero is designed for secure, seamless, and intelligent collaboration. By connecting your Xero account, Basis gains access to the data it needs to function as a true member of your team. Our AI agents work bidirectionally with your Xero ledger, meaning they can both access and modify data to complete tasks. This is not a simple data sync; it is a full-fledged operational integration that allows our AI agents to perform the accounting work you assign to them. Basis agents can perform a wide range of tasks directly within Xero, including but not limited to: reconciling bank transactions, creating and updating sales invoices and bills, generating journal entries, and compiling data for financial reports. The integration is built on secure APIs, and Basis never stores your financial institution or accounting system credentials. We use revocable tokens to ensure that your data remains protected. The platform is also SOC 2 Type II certified for Security, Availability, and Confidentiality, with data stored exclusively in the USA. A key feature of our integration is the ability for our agents to explain their work. Basis agents share context and surface the logic behind each decision, providing a complete audit trail. This transparency is critical for building trust and ensuring you maintain full control and oversight. Our technology is powered by advanced language models and our own proprietary systems, which are constantly being fine-tuned and improved based on real-world accounting workflows. This means our integration gets smarter over time, adapting to the nuances of your firm and your clients. By using Basis, you're not just automating tasks; you're building a more capable and efficient practice, all within the secure and familiar environment of Xero.
Getting started
Getting started with Basis is a simple, straightforward process designed to get your AI team working for you as quickly as possible. The easiest way to begin is by using the "Get this app" button on this Xero App Store listing. This will take you directly to our platform to sign up with Basistart the setup. Here is a simple, scannable setup process: Connect your Xero account. Once you are in the Basis platform, you will be guided through a secure process to connect your Xero ledger. This uses Xero's standard OAuth 2.0 protocol, ensuring your credentials are never shared. Onboard your first engagement. After connecting Xero, you can onboard your first accounting engagement. Basis will learn from your existing data and workflows. Deploy your AI agents. You can now assign tasks to your Basis agents. Our intuitive interface allows you to direct the agents, review their work, and provide feedback, ensuring they adapt to your firm's specific needs. We understand that adopting new technology is a big step. Our team is here to support you every step of the way, from initial setup to full-scale deployment. We offer comprehensive support to help you get the most out of Basis, so you can confidently delegate tasks and focus on your practice. With Basis, you're not just implementing a new tool; you're building a more productive and resilient firm. Start today and see how a team of AI agents can transform your accounting practice.
