Basis

New York, United States Founded: 2023 • Age: 3 yrs
AI-based assistance for accounting and tax management is provided.
Annual revenue - Latest available
Total funding $137.6M 3 rounds
Employees - Tracked headcount
Investors 28 Known backers
Products 1 Services tracked
Competitors 10 Brand Intelligence

About Basis

Basis is a company based in New York (United States) founded in 2023 by Matt Harpe and Mitchell Troyanovsky. It operates as a AI-as-a-Service. Basis has raised $137.6 million across 3 funding rounds from investors including Khosla Ventures, Better Tomorrow Ventures and BoxGroup. Basis offers products and services including Basis AI Agents. Basis operates in a competitive market with competitors including Contabilizei, FastSpring, Sleek, Consero Global and Fincent, among others.

  • Headquarter New York, United States
  • Founders Matt Harpe, Mitchell Troyanovsky
  • Sectors
    Technology
  • Phone
    Locked
  • Website
    Locked
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $137.6 M (USD)

    in 3 rounds

  • Latest Funding Round
    $100 M (USD), Series B

    Feb 25, 2026

  • Investors
  • Employee Count
    Not available
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Products & Services of Basis

Basis offers a comprehensive portfolio of products and services, including Basis AI Agents.

Product name locked
Category locked
Primary

AI agents are built for accountants' specific needs.

People of Basis

Headcount 1-10
Employee Profiles 18
Employee Profiles
People
Austin Sherron
Software Engineer
People
George Fullerton
Sales Director
People
Walter Yang
Machine Learning Ops Lead
People
Tim Rogus
Founding Product Designer

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Funding Insights of Basis

Basis has successfully raised a total of $137.6M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $100 million completed in February 2026. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

Investors in Basis

Basis has secured backing from 28 investors, including venture fund and angel investors. Prominent investors backing the company include Khosla Ventures, Better Tomorrow Ventures and BoxGroup.

All
Venture Fund
Angel
Investor Description Founded Year Domain Location
Early-stage startups are funded by this venture capital firm.
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Early-stage investments in fintech, vertical SaaS, and marketplaces are targeted.
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Investing in early-stage tech companies and ideas.
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Investor details for Basis

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Basis

Investments
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Investment portfolio details for Basis

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Basis

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Detailed financials for Basis

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  • Profit trends
  • Statement rows
  • Financial ratios

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Basis Comparisons

Basis Primary company
Description
AI-based assistance for accounting and tax management is pro...
Location
New York, United States
Founded Year
2023
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for Basis

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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Competitors of Basis

Basis operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Contabilizei, FastSpring, Sleek, Consero Global and Fincent, among others.

Company Name Domain Founded year HQ Location Description
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Online accounting and tax services are provided for small businesses.
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Cloud-based subscription management and tax collection solutions are provided.
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Platform offering business incorporation solution
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Online financial management and accounting services are offered to businesses.
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Online bookkeeping and tax filing are provided for small businesses.
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Online tax and bookkeeping services for businesses
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Detailed competitors of Basis

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  • Domains and locations
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Latest news on Basis

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Complete news archive for Basis

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Basis

Basis was founded in 2023.

Basis is headquartered in New York, United States. It is registered at New York, New York, United States.

Basis is a funded company, having raised a total of $137.6M across 3 funding rounds to date.

AI agents are created by Basis to assist accountants with tailored solutions. These agents are designed to learn, reason, and act on accounting engagements. Integration with existing systems like ledgers and file systems is supported. The technology adapts to various accounting tasks, ensuring flexibility across engagements. The sector focus is on enhancing productivity for accounting professionals through innovative AI tools.

Basis's top competitors include Contabilizei, Pilot and Finaloop.

Basis offers Basis AI Agents.

Basis has 28 investors. Key investors include Khosla Ventures, Better Tomorrow Ventures, BoxGroup, Avid Ventures, and nfdg.

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