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
    *********
  • Website
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $137.6 M (USD)

    in 3 rounds

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

    Feb 25, 2026

  • Investors
  • Employee Count
    Employee Count
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Products & Services of Basis

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

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.

  • Total Funding
  • Total Rounds 3
  • Last Round Series B — $100.0M
  • First Round

    (18 Oct 2023)

  • Investors Count 28
Date Amount Transaction Name Valuation Lead Investors Investors
Feb, 2026 Amount Series B - Basis Valuation Accel
Dec, 2024 Amount Series A - Basis Valuation Khosla Ventures
Oct, 2023 Amount Seed - Basis Valuation Better Tomorrow Ventures

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.
Founded Year Domain Location
Early-stage investments in fintech, vertical SaaS, and marketplaces are targeted.
Founded Year Domain Location
Investing in early-stage tech companies and ideas.
Founded Year Domain Location

Investments & Acquisitions by Basis

Investments

Financial Statements - Basis

Basis Comparisons

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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
domain founded_year HQ Location
Online accounting and tax services are provided for small businesses.
domain founded_year HQ Location
Cloud-based subscription management and tax collection solutions are provided.
domain founded_year HQ Location
Platform offering business incorporation solution
domain founded_year HQ Location
Online financial management and accounting services are offered to businesses.
domain founded_year HQ Location
Online bookkeeping and tax filing are provided for small businesses.
domain founded_year HQ Location
Online tax and bookkeeping services for businesses

Latest news on Basis

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. The company's 1st funding round was a Seed of $3.6M, raised on Oct 18, 2023.

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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