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AI-powered managed accounting and cloud bookkeeping for high-growth technology companies.

Basis 365 is a sophisticated, tech-enabled managed service provider that redefines the back-office for 2026's high-growth firms. By integrating a proprietary AI-orchestration layer on top of industry-standard cloud accounting ecosystems like Xero and QuickBooks Online, Basis 365 automates the data ingestion, classification, and reconciliation processes. Their technical architecture focuses on 'Continuous Accounting,' moving away from traditional month-end closes toward real-time financial visibility. The platform leverages machine learning models to identify anomalies in spend, predict cash flow patterns, and automate multi-entity consolidations. For AI solutions architects, Basis 365 represents the 'human-in-the-loop' evolution of FinOps, where repetitive ledger tasks are handled by autonomous agents, while strategic financial engineering is managed by expert controllers. The 2026 market positioning places them as the essential infrastructure for venture-backed startups that require institutional-grade financial reporting without the overhead of a full-scale in-house accounting department. Their stack is designed to be API-first, allowing for seamless data flow between CRM, ERP, and payment processors.
Basis 365 is a sophisticated, tech-enabled managed service provider that redefines the back-office for 2026's high-growth firms.
Explore all tools that specialize in forecast cash flow. This domain focus ensures Basis 365 delivers optimized results for this specific requirement.
Explore all tools that specialize in generate financial reports. This domain focus ensures Basis 365 delivers optimized results for this specific requirement.
Explore all tools that specialize in revenue recognition. This domain focus ensures Basis 365 delivers optimized results for this specific requirement.
Uses ML to match bank transactions with ledger entries in real-time rather than waiting for month-end statements.
Monte Carlo simulations applied to current cash runways and projected hiring plans.
Complex logic to handle ASC 606 compliance for deferred revenue across various subscription tiers.
Pattern recognition algorithms that flag duplicate invoices or unexpected spikes in vendor pricing.
Direct GraphQL/REST integrations with Stripe, Shopify, and Amazon Seller Central.
A curated 'Golden Path' of software (Xero, Bill, Expensify) pre-configured for data integrity.
Data visualization layer that pulls from the unified ledger to provide non-financial KPIs.
Initial Financial Health Audit and Tech Stack Review.
Mapping of Chart of Accounts (COA) to AI classification engines.
Migration of historical data from legacy systems to cloud-native platforms.
Integration of primary bank feeds and credit card merchant accounts.
Configuration of automated payroll sync via Gusto or Rippling.
Setup of OCR-based document collection for accounts payable (Bill.com integration).
Implementation of automated revenue recognition rules for SaaS subscriptions.
Establishment of the monthly 'Close Calendar' and AI-driven reconciliation checks.
User permissioning and SSO configuration for department heads.
Final Go-Live: Transition to continuous accounting cycle.
All Set
Ready to go
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"Highly praised for responsiveness and ability to handle complex SaaS accounting nuances that traditional local CPAs miss."
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