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Autonomous AI agents built for accounting firms.

Basis builds AI agents purpose-built for accountants that execute complex accounting workflows end-to-end and return finished output ready for review. It integrates with existing ledgers and systems to handle tax, audit, advisory, and client-accounting tasks, adapting to each firm's processes rather than relying on rigid rules.

AI-native general ledger for business owners and accountants.

Digits is an AI-native accounting platform that automates bookkeeping, month-end close, bill pay, invoicing, and real-time reporting. Custom-trained agents handle 24/7 transaction categorization, accrual schedules, and reconciliations, while "Ask Digits" answers finance questions in natural language. Built for business owners and accounting firms.

AI-native accounting software for startups and their accountants.

Puzzle is an AI-native general ledger for startups that converts transaction data from tools like Stripe, Mercury, Ramp, and Brex into reconciled financial statements continuously. Its AI automates up to 98% of categorization, keeping burn and runway current in real time, and supports both cash and accrual accounting from one ledger.

Agentic AI platform for investment banks and asset managers.

Rogo is a generative AI platform built specifically for financial services — investment banks, private equity, and asset managers. Its agent Felix executes multi-step deal and investment work, producing auditable Excel models, investment memos, diligence materials, and slide decks. Used by tens of thousands of professionals at hundreds of institutions.