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COLD START / catalog / c/getbasisretrieved 2026-07-24T03:49 UTC · 9 sources read

Basis

Basis provides AI agents that automate accounting workflows for accounting firms and finance teams.

getbasis.ai · New York

CALL NO.CS·GETBASIS·26
StageSeries BFebruary 2026 · led by Accel[1]
Raised$138Mdisclosed rounds[2]
Headcount108as of Jun 2026[2]
Valuationnot publicly disclosedno source in ledger
Founded2023[2]
Money

Raised $138M across disclosed rounds.[2]

Series B closed February 2026, led by Accel.[1]

post-money valuation is not publicly disclosed.

Named investors include Accel, GV (Google Ventures), Khosla Ventures, Better Tomorrow Ventures, Lloyd Blankfein.[1][2]

People

Matthew Harpe, Co-Founder, CEO[1][2]

Mitchell Troyanovsky, Co-Founder[1][2]

Matthew Busel, Product - Atlas Lead[2]

Andrew Steinberg, Founding Account Executive[2]

Brad Winters, Head of Finance[2]

Joe Chen, Product Lead - Accounting Model[2]

Nicky Dalmolin, Founding BDR[2]

Ben K., Head of Talent[2]

Michael Crabtree, Tech Lead, Atlas[2]

Signals
Jul 1 2026launchSikich partners with Basis to advance AI-enabled accounting services company claim, not independently confirmed[2]
Apr 28 2026launchBaker Tilly rolling out Basis across accounting and finance delivery within managed services practice company claim, not independently confirmed[2]
Mar 31 2026newsBasis named to 2026 Enterprise Tech 30 company claim, not independently confirmed[2]
Feb 24 2026fundingBasis raises $100M Series B at a $1.15B valuation led by Accel alongside GV (Google Ventures) company claim, not independently confirmed[1]
Jul 17 2025newsBasis signs Strategic Collaboration Agreement with AWS company claim, not independently confirmed[2]
Dec 18 2024fundingBasis Secures $34 Million in Series A company claim, not independently confirmed[2]
Comps

Vic.ai · vic.ai · Same buyer (accounting/finance teams) and same workflow (AI automating accounting tasks), named together in market maps as AI accounting competitors.[2]

FloQast · floqast.com · Same buyer (accounting and finance teams) and adjacent workflow (accounting close and reconciliation), listed as competitor in market maps.[2]

Botkeeper · botkeeper.com · Same buyer (accounting firms) and same job to be done (AI-driven accounting automation), listed as competitor.[2]

Docyt · docyt.com · Same buyer (accounting firms and finance teams) and same workflow (AI automating accounting), listed as competitor.[2]

Risk

The customer proof is company-sourced only. No independent source in this ledger confirms it.[2]

Next question

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Sourcestracings · 9

Jul 2026 · getbasis.ai

company

Jul 2026 · getlatka.com

vendor

Jul 2026 · getbasis.ai

company

Jul 2026 · getbasis.ai

company

Jul 2026 · getlatka.com

reported

Jul 2026 · github.com

reported

Jul 2026 · zalizniak.com

reported

Basis

CALL NO.CS·GETBASIS·26

Basis provides AI agents that automate accounting workflows for accounting firms and finance teams.

getbasis.ai · New York

StageSeries B
Raised$138M
Headcount108
Valuationnot publicly disclosed
Founded2023
CompsVic.ai +3

Ask for one referenceable production customer.

Not a recommendation. The first thing this ledger cannot answer.