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Basis Tech Stack

AI agents purpose-built for accounting workflows

Technology, Information and Internet New York, NY 11–50 employees Founded 2023 Privately Held
getbasis.ai LinkedIn

Basis builds AI agents tailored for accounting firms, running on integrations with QuickBooks, Xero, NetSuite, Bill.com, and Ramp. The stack reveals a sales-driven org (9 headcount in sales, 5 in engineering) paired with heavy reliance on workflow automation (Zapier, Workato, Tray.io) and CRM infrastructure (Salesforce, HubSpot, Outreach, Apollo), suggesting a land-and-expand motion into accountancy practices. Hiring velocity has slowed despite repeated pain points around scaling — a common signal of product-market fit validation followed by operational tightening.

Tech Stack 21 technologies

Core StackTerraform Ashby Salesforce HubSpot QuickBooks Xero NetSuite Bill.com Retool Slack Figma Gong Zapier Workato ZoomInfo Salesloft Outreach Apollo Ramp Chrome Tray.io

What Basis Is Building

◆Challenges

  • Scaling to meet demand
  • Meeting demand
  • Scaling channel sales program
  • More demand than we can meet
  • Scale at a speed that meets this moment
  • Scaling sales organization
  • Lack of real-time trust building
  • Pipeline hygiene
  • Forecast accuracy
  • Commission accuracy

▲Active Projects

  • Design data pipelines for accounting data
  • Build dashboards and analytics
  • Standardize lead-to-customer lifecycle
  • Design integrations and workflows
  • Build core product
  • New outbound sales motion
  • Brand voice
  • Multi-agent architecture
  • Evaluation infrastructure
  • Production-grade agent loops

Hiring Activity

Decelerating25 roles · 6 in 30d

Department

Sales
9
Engineering
5
Marketing
2
Product
2
Data
1
Design
1
Finance
1
HR
1

Seniority

Mid
8
Senior
7
Lead
5
Junior
1
Manager
1
Staff
1
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About Basis

Basis provides AI assistants designed for accounting teams at mid-market and enterprise firms. The platform integrates natively with major accounting software (QuickBooks, Xero, NetSuite) and financial operations tools (Bill.com, Ramp), automating repetitive workflows and data tasks. Founded in 2023 and based in New York, the company operates with 11–50 employees across sales, engineering, product, and support functions, all hiring within the United States. Current project focus spans multi-agent architecture, accounting data pipeline design, integrations, and evaluation infrastructure.

HeadquartersNew York, NY
Company Size11–50 employees
Founded2023
Hiring MarketsUnited States

Frequently Asked Questions

What accounting software does Basis integrate with?

Basis integrates with QuickBooks, Xero, NetSuite, Bill.com, and Ramp, covering core accounting, bookkeeping, and expense management use cases.

What is Basis working on?

Active projects include multi-agent architecture, accounting data pipeline design, integrations and workflow automation, dashboards, and production-grade agent evaluation infrastructure.

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