Basis
AI agents for accounting firms that execute close workflows autonomously.
- FinTech
- Paid
- AI Agents
The facts
- Category
- FinTech
- Pricing
- Paid. A paid product. Expect a trial or demo rather than a free tier.
- Best for
- AI Agents
- Website
- getbasis.ai
Basis alternatives
30 tools sit in FinTech in the Cocoon directory. These are the closest to Basis.
Stripe AtlasIncorporate your company online in minutes. Stripe Atlas handles the legal paperwork, banking setup, and tax f…Stripe RadarAI fraud detection built into Stripe. Blocks fraudulent payments before they happen.Zest AIAI credit underwriting. Helps lenders approve more creditworthy borrowers with better accuracy.UpstartAI lending platform that uses non-traditional data to approve more borrowers at lower rates.OcrolusAI document analysis for financial services. Automates income verification and cash flow analysis.PlaidFinancial data network. Connects apps to bank accounts with AI-powered fraud detection.FeaturespaceAI platform for real-time fraud and risk management used by major banks worldwide.WealthfrontAI-powered robo-advisor that automatically invests, rebalances, and tax-optimises your portfolio.BettermentAI financial advisor for smarter investing and savings. Low fees, automated management.InscribeAI fraud detection for financial document verification. Detects forged bank statements.Heron DataAI for fintech underwriting. Categorises bank transactions to assess creditworthiness.MX TechnologiesOpen finance platform with AI-powered financial data aggregation and enrichment.
Learning to actually use this
Cocoon runs hands-on AI training across Sri Lanka and Asia. Picking a tool is the easy part; building it into how your team already works is the part people get stuck on.