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Basis provides AI agents that automate accounting workflows for accounting firms and finance teams.
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]
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]
Jul 2026 · getbasis.ai
company
Jul 2026 · businessbeyondborders.podbean.com
reported
Basis provides AI agents that automate accounting workflows for accounting firms and finance teams.
Ask for one referenceable production customer.
Not a recommendation. The first thing this ledger cannot answer.
Michael Crabtree, Tech Lead, Atlas[2]
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]
The customer proof is company-sourced only. No independent source in this ledger confirms it.[2]
Ask for one referenceable production customer.
Not a recommendation. The first thing this ledger cannot answer.
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