Does Basis train AI on customer data?

Basis's published policy says customer data is not used to train AI models. Basis's security page says customer data never trains or improves any AI model, and its solution pages say it does not train models on client data.

Does Basis have SOC 2?

Basis states that it holds a SOC 2 Type II report.

Which accounting systems does Basis integrate with?

Basis does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.

How much does Basis cost?

Basis does not publish prices; pricing is by quote.

What are alternatives to Basis?

Other bookkeeping tools in this directory include Booke AI, Botkeeper, Copilot in Business Central, Dext and Digits.

Basis

Basis builds AI agents that carry out accounting work for accounting firms, covering client accounting and advisory, tax, and audit, and it also sells to corporate accounting teams. Agents run month-end close tasks, prepare first-pass tax workpapers and perform audit testing. Staff then review the work, with each figure cited to its source.

Last verified October 14, 2026. Vendor site: getbasis.ai (opens in a new tab)

What the AI does

Agents code bank and card transactions and run month-end close steps using each firm's client policies, templates and mappings
Tax agents take in client documents, find data gaps, fill firm workpapers and flag exceptions for preparers
Audit agents run firm-defined tests, build workpapers with cited evidence, and draft financial statements and footnotes
A library of more than 350 prebuilt and custom 'Procedures' that capture a firm's review preferences and client-specific handling
Retains client context and reviewer feedback from one period to the next

Summarized from getbasis.ai.

Facts, checked against the source

Category: Bookkeeping, Close & reconciliation, Tax preparation, AuditSource: getbasis.ai (opens in a new tab)
Built for: CPA firmsSource: getbasis.ai (opens in a new tab)
Ledger integrations: None documented among QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft Dynamics
Pricing: Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
Free plan: UnconfirmedPricing is not public or does not say.
SOC 2: Type IISource: getbasis.ai (opens in a new tab)
Trains on customer data: NoBasis's security page says customer data never trains or improves any AI model, and its solution pages say it does not train models on client data.Source: getbasis.ai (opens in a new tab)
Human review: Human reviewBasis says agents return finished work to accountants for review: entries are staged for approval before posting, preparers sign off on tax work, and auditors own conclusions. Its CAS page also says high-confidence transaction coding posts automatically.Source: getbasis.ai (opens in a new tab)
Company: Privately heldSource: businesswire.com (opens in a new tab)
Funding: Last round: Series B, $100M, February 24, 2026Investors named: Accel, GV, Khosla Ventures, NFDG, Better Tomorrow Ventures, BoxGroup, Avid Ventures, Lloyd BlankfeinSource: getbasis.ai (opens in a new tab)

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

Funding rounds

Rounds announced by the company or its lead investor. Amounts in US dollars.
Announced	Round	Amount	Led by	Source
October 18, 2023	Seed	$3.6M	Better Tomorrow Ventures	getbasis.ai
December 17, 2024	Series A	$34M	Khosla Ventures	getbasis.ai
February 24, 2026	Series B	$100M	Accel	businesswire.com

Sources

Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

No changes logged since this listing was published. Changes and corrections are recorded in the changelog.

Basis questions

Does Basis train AI on customer data?: Basis's published policy says customer data is not used to train AI models. Basis's security page says customer data never trains or improves any AI model, and its solution pages say it does not train models on client data.
Does Basis have SOC 2?: Basis states that it holds a SOC 2 Type II report.
Which accounting systems does Basis integrate with?: Basis does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.
How much does Basis cost?: Basis does not publish prices; pricing is by quote.
What are alternatives to Basis?: Other bookkeeping tools in this directory include Booke AI, Botkeeper, Copilot in Business Central, Dext and Digits.