Bookkeeping automation
Basis
AI agents for accounting firms across CAS/advisory, tax return preparation and audit.
| Category | Bookkeeping automation |
|---|---|
| Website | https://www.getbasis.ai/ |
| Pricing (as shown) | Contact sales Source: https://www.getbasis.ai/ |
| Free trial | unclear |
| Trains on customer data | Doesn't train on your data 'Your data never trains or improves any AI model.' Source: https://www.getbasis.ai/security |
| SOC 2 | Mentioned on vendor site |
| Security / DPA page | https://www.getbasis.ai/security |
| Integrations mentioned | none captured yet |
| Status | active |
| Last checked | Nov 2, 2026 |
Changes
Oct 29, 2026
Basis updates its privacy policy
Basis revised its privacy policy on Oct 29, 2026. It adds a Google user-data section saying that data isn't used to create, train or improve any AI model, and that AI model providers aren't allowed to train on it. Our 'trains on customer data: no' rating is unchanged.
Sources
- https://www.getbasis.ai/
- https://www.getbasis.ai/security
- https://www.getbasis.ai/legal/privacy-policy
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