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Basis Tech Stack

AI agents purpose-built for accounting workflows

Technology, Information and Internet New York, NY 51–200 employees Founded 2023 Privately Held
getbasis.ai LinkedIn

Basis operates an AI platform automating accounting workflows through specialized agents. The company is sales-driven (13 of 33 open roles) with an emerging marketing operation, adopting Gong and Apollo for pipeline visibility — standard moves for a GTM-scaling motion. Pain points cluster around operationalizing demand (scaling sales ops, building repeatable event playbooks, deploying ML at production scale), which tracks with a 2023 startup moving past proof-of-concept.

Tech Stack 32 technologies

Core StackHubSpot Salesforce QuickBooks Xero NetSuite Bill.com Figma Gong Cursor Python OpenAI Okta SentinelOne CrowdStrike Terraform Ashby Retool Slack Zapier Workato ZoomInfo Salesloft Ramp Apollo Outreach Jamf Kandji Tailscale Chrome Tray.io
AdoptingGong Apollo

What Basis Is Building

◆Challenges

  • Scaling to meet demand
  • Deploying advanced ml at production scale
  • Building marketing operations from scratch
  • Meeting high demand
  • Broken workflows backlog
  • Building channel sales program
  • Scaling sales operations
  • Operational drag
  • Scaling event program
  • Lack of repeatable event playbook

▲Active Projects

  • Build new features and capabilities
  • Pricing and packaging models
  • Develop agent capabilities
  • Industry trade shows
  • Multi-city roadshows
  • Customer community events
  • Build marketing operations from scratch
  • Basis demo environments
  • Build core product
  • Intelligent agent workflows for accounting

Hiring Activity

Accelerating35 roles · 20 in 30d

Department

Sales
13
Marketing
5
Engineering
4
Product
3
Accounting
1
Design
1
Finance
1
HR
1

Seniority

Senior
12
Mid
9
Lead
5
Manager
4
Junior
1
Staff
1

Notable leadership hires: People Lead

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About Basis

Basis builds AI agents tailored to accounting firms and their teams. The platform positions as a co-worker layer for accountants, automating repetitive accounting tasks through specialized agents. Founded in 2023 and headquartered in New York, the company operates with a sales-led motion, integrating with standard accounting software (QuickBooks, Xero, NetSuite, Bill.com) and leveraging a modern stack (OpenAI, Python, Retool, Terraform). Current operational focus includes expanding agent capabilities, rolling out customer events and roadshows, and building repeatable GTM infrastructure.

HeadquartersNew York, NY
Company Size51–200 employees
Founded2023
Hiring MarketsUnited States

Frequently Asked Questions

What accounting software does Basis integrate with?

Basis integrates with QuickBooks, Xero, NetSuite, and Bill.com — the primary accounting platforms used by mid-market and enterprise accounting teams.

What is Basis's tech stack built on?

Core platform uses OpenAI and Python. GTM and operations run on HubSpot, Salesforce, Gong, Apollo, Outreach, and Retool. Infrastructure includes Okta, Terraform, and Tailscale.

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How this profile is built

Basis's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.