# Essex Labs, Inc. d/b/a Basis
*Also known as Basis*

- Website: https://getbasis.ai
- Agent profile: https://directory.haycion.ai/agents/getbasis-ai

> AI-powered platform delivering agents to automate accounting workflows for large CPA firms.

Basis is a technology company delivering AI-powered agents that perform end-to-end accounting work for some of the world’s largest accounting firms. The platform is designed to scale knowledge work by automating routines and complex tasks across tax, audit, and advisory services, enabling firms to take on more clients, improve efficiency, and maintain high-quality outputs. Basis emphasizes production-grade agents that operate for extended periods, work in alignment with firm standards, and support collaboration between human professionals and intelligent systems. By integrating with existing workflows and software, Basis helps organizations reduce cycle times, improve consistency, and free accountants to focus on higher-value advisory work. The company positions itself as partnering with leading firms and investing in AI-enabled capabilities that transform how accounting is delivered.

**Mission:** To deploy AI agents that automate accounting workflows across firms, transforming knowledge work and enabling professionals to focus on higher-value activities.

## Products & Services

### [Basis](https://www.getbasis.ai/about)
*Platform*
Basis automates end-to-end accounting workflows, empowering firms to focus on client advisory services.

- **Autonomous Accounting Agents** — Enhances Efficiency
- **End-to-End Accounting Agents** — Comprehensive Accounting Solutions
- **End-to-End Workflow Redesign** — Optimizes Accounting Processes
- **Production-Grade Agent Deployment** — Achieves Operational Efficiency
- **Core Modules by Practice Area** — Tailored Solutions
- **Standards-Aligned Operation** — Ensures Compliance
- **Increased Capacity for Complex Engagements** — Expands Business Opportunities
- **Academy Strategy And Roadmap** — Own Academy Strategy
- **Basis Certified Credential Ladder** — Establish Certification Ladder
- **Digital Learning Experiences** — Create Digital Learning Paths
- **Collaboration with Client Teams** — Enhances Team Integration
- **Intelligent Workflow Collaboration** — Improves Decision-Making
- **Review-Ready Outputs** — Saves Time
- **Unified Platform Across the Firm** — Streamlines Collaboration
- **Academy Team Leadership** — Lead Academy Team
- **Content Operations Engine** — Streamline Content Production
- **Learning-To-Adoption Measurement** — Measure Learning Impact
- **Scaled Learning And Simulations** — Deliver Scalable Learning Solutions
- **On-Site Deployment and Context Learning** — Customized Agent Solutions
- **CPE Accreditation** — Achieve CPE Accreditation

## Market Segments

- **Autonomous accounting agents** (market size $1.0B, CAGR 32%): AI agents that execute end-to-end accounting tasks across CAS, tax, audit, and advisory autonomously for extended periods, producing review-ready outputs and integrating with firm workflows.
- **Audit and assurance automation** (market size $8.0B, CAGR 20%): Tools and workflows that create audit-ready evidence, automate evidence analysis, maintain granular audit trails, and speed assurance across financial and non-financial reporting.
- **Tax workflow automation and compliance** (market size $22.5B, CAGR 12.3%): Automation of tax preparation, filing, and advisory workflows with agents that scale capacity for complex engagements while maintaining compliance with firm and regulatory standards.
- **Learning, adoption, and credentialing for AI-enabled accounting** (market size $500M, CAGR 28%): Programs and platforms for training, continuing professional education, credentialing, and measuring learning-to-adoption outcomes to drive effective use of AI agents across accounting teams.

## Ideal Customer Profiles

### Large Global Accounting Firms
Global accounting firms seeking scalable automation to extend client capacity while maintaining high-quality output.
- Industry: Professional services, accounting, audit
- Geography: Global
- Pain points: Scaling knowledge work while maintaining quality and consistency; complex cross-functional workflows; change management and adoption across a global network; integration with legacy systems
- Business goals: Increase capacity, improve efficiency, standardize outputs, reduce cycle times
- Positioning: Enterprise-grade automation aligns with firm standards to scale complex accounting work while maintaining quality and collaboration.

#### Persona: Chief Automation Officer
- Needs: Scalable, governance-ready automation platform that fits firm standards
- Goals: Scale operations across the firm while preserving quality and consistency
- Challenges: Cross-border standardization, change management, vendor alignment with policy
- Pain points: Siloed tools, long deployment cycles, integration friction
- Solution: Basis provides autonomous accounting agents deployed at scale with governance and standards alignment, supporting cross-practice adoption and collaboration with human staff.

#### Persona: Audit Transformation Lead
- Needs: Robust audit workflows automation and reliable evidence quality
- Goals: Deliver faster audits with consistent outputs
- Challenges: Maintaining audit quality while automating repetitive tasks
- Pain points: Manual data gathering; inconsistent results; regulatory changes
- Solution: Basis agents automate end-to-end audit tasks, delivering review-ready outputs and integration with audit standards, enabling faster, consistent audits.

#### Persona: Tax Transformation Director
- Needs: End-to-end tax processing automation aligned with firm policy
- Goals: Increase tax throughput while reducing errors
- Challenges: Tax complexity, changing tax laws, onboarding staff
- Pain points: Manual tax workflows; risk of non-compliance; slow cycle times
- Solution: Basis automates tax workflows and integrates with tax software; offers Academy training to ensure outputs align with firm standards.

#### Persona: Global Delivery Manager
- Needs: Global deployment support, governance, reporting
- Goals: Deliver consistent service across regions
- Challenges: Coordination across multiple offices; security and compliance
- Pain points: Inconsistent adoption; fragmentation of tools
- Solution: Basis provides production-grade agents and a unified platform across the firm with standards-aligned operation and collaboration capabilities.

### Mid-Sized Accounting Firms
Mid-sized firms seeking scalable automation to expand client capacity and improve utilization.
- Industry: Accounting, Professional services
- Geography: North America and Europe
- Pain points: Limited resources for scaling knowledge work; inconsistent outputs; onboarding of new staff; rising cycle times
- Business goals: Increase client load, improve efficiency, maintain quality, reduce task duration
- Positioning: Scalable automation to enable mid-sized firms to grow client portfolios while preserving quality and consistency in delivery.

#### Persona: Managing Partner
- Needs: Scalable automation to increase client capacity while maintaining margins
- Goals: Grow demand while controlling costs
- Challenges: Resource constraints; maintaining quality across more clients
- Pain points: Underutilized staff, longer cycle times
- Solution: Basis automates routine tasks enabling more clients and faster delivery, with governance tools to maintain quality.

#### Persona: Director Of Innovation
- Needs: Clear ROI, ease of adoption, governance
- Goals: Prove AI can scale knowledge work
- Challenges: Justifying ROI; integration with legacy systems
- Pain points: Unclear value, slow adoption
- Solution: Basis provides autonomous agents, Academy education to train staff, measurable outcomes.

#### Persona: Audit Manager
- Needs: Automation for audit tasks, consistent results
- Goals: Improve audit cycle time
- Challenges: Manual tasks and staff retention
- Pain points: Time-consuming data collection, manual review
- Solution: Basis automates end-to-end audit workflows and delivers review-ready outputs.

### Boutique Tax And Advisory Firms
Specialized tax and advisory firms seeking targeted automation to improve efficiency.
- Industry: Tax, Advisory, Professional services
- Geography: North America
- Pain points: Limited staff for high-volume tasks; maintaining accuracy; regulatory changes; inconsistent delivery
- Business goals: Improve turnaround times, scale advisory support, standardize outputs
- Positioning: Targeted automation enables small, specialized firms to deliver faster, consistent accounting and advisory work.

#### Persona: Owner-Operator Firm Principal
- Needs: Efficient automation to scale services
- Goals: Increase client load and profitability
- Challenges: Small teams; managing compliance
- Pain points: Manual, repetitive tasks; time constraints
- Solution: Basis automates accounting workflows with autonomous agents and training via Basis Academy.

#### Persona: Senior Tax Manager
- Needs: End-to-end tax processing automation; reliability
- Goals: Deliver accurate tax work fast
- Challenges: Regulatory changes; coding and rule updates
- Pain points: Manual tax preparation; errors
- Solution: Basis automates tax processes and ensures outputs align with standards; Academy training.