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Basis - AI Accounting Platform for CPA Firms

List of Basis Integrations

AI agents that execute accounting workflows end-to-end for CPA and advisory firms.

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Trusted by 2M+ software buyers annually.

Main Features

  • AI-Human Collaboration
  • Access Control
  • Audit Trail
  • Financial Reporting

Pricing

  • Basis offers custom pricing plan

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Basis connects with 14 tools including Quickbooks, Xero, SAP S/4HANA Finance (SAP Simple Finance). Browse all integrations below or filter by category.

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Accounting Software

9.8

SpotScore

Quickbooks

Quickbooks

Effortless accounting, smarter business decisions

Connect Basis with Quickbooks to keep financial data accurate without manual entry.

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Product Description

QuickBooks is a user-friendly financial management platform designed to help small businesses, freelancers, and growing teams handle accounting, invoicing, payroll, and reporting all in one place. Built for business owners, accountants, service providers, and eCommerce sellers, QuickBooks ...

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Quickbooks Main features

  • Accounts Receivable

  • Billing and Invoicing

  • Expense Tracking

Pricing

Free Trial available, Try Now

Starts from $3.80/month when monthly

9.6

SpotScore

Xero

Xero

RECOMMENDED

Streamline your finances and grow your business.

Connect Basis with Xero to keep financial data accurate without manual entry.

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Product Description

Xero software is a cloud-based accounting system that helps businesses manage their finances, run payroll, and save time so they can focus on growing their business. This single platform connects all your finances and invoices. It's the resource you need to run your business, no matter where ...

Read more about Xero

Xero Main features

  • Accounts Receivable

  • Billing and Invoicing

  • Expense Tracking

Pricing

Free Trial available, Try Now

Starts from $3.75/month when monthly

8.0

SpotScore

SAP S/4HANA Finance (SAP Simple Finance)

SAP S/4HANA Finance (SAP Simple Finance)

Streamline your finances with SAP Simple Finance.

Connect Basis with SAP S/4HANA Finance (SAP Simple Finance) to keep financial data accurate without manual entry.

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Product Description

SAP Simple Finance accounting software provides mid-size companies with account management and powerful analysis tools. It's optimized for fast and efficient data entry, and has a flexible approach to information visualization that allows users to easily draw timely insights from data on ...

Read more about SAP S/4HANA Finance (SAP Simple Finance)

SAP S/4HANA Finance (SAP Simple Finance) Main features

  • Accounts Payable

  • Accounts Receivable

  • Billing and Invoicing

Pricing

SAP S/4HANA Finance (SAP Simple Finance) offers custom pricing plan

Business Instant Messaging Software

Slack - Business Instant Messaging Software

Slack

Stay connected and organized with Slack.

Connect Basis with Slack to get real-time alerts and collaborate without context-switching.

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Product Description

Slack is the only unified communication platform for chatting, sharing, and collaborating. Whether in one-on-one conversations or a large group, Slack's threaded conversations keep everyone on the same page. No more email threads about a project that went sideways. No more meeting minutes ...

Read more about Slack

Pricing

Free Trial available

Starts from $2.67/Month

Forever free plan available

Cloud Content Collaboration Software

Google Drive - Cloud Content Collaboration Software

Google Drive

Unleash your productivity with effortless file management.

Connect Basis with Google Drive to store, share, and co-edit documents without leaving your workflow.

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Product Description

Google Drive is designed for increasing productivity in work and personal life. Compatible with Microsoft Office, Word, PDF, and many more types of documents, Google Drive lets user create, edit, share and store all documents in one place—from anywhere. Accessible from any device, Google Drive ...

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Pricing

Free Trial available, Try Now

Starts from $8/User/Month

Forever free plan available

Collaboration Software

9.3

SpotScore

Microsoft Teams - Collaboration Software

Microsoft Teams

Unite your team with seamless collaboration.

Connect Basis with Microsoft Teams to share data and keep every team aligned in one place.

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Product Description

Microsoft Teams is the chat-based workspace in Office 365 for teams in businesses of all sizes. Use chat to keep everyone on the same page and bring your ideas to life faster, with audio and video calls, screen sharing, and co-authoring in apps. Need to share documents or images on the go? Just ...

Read more about Microsoft Teams

Microsoft Teams Main features

  • Task Management

  • Chat (Messaging)

Pricing

Starts from $4/User/Month

Forever free plan available

8.1

SpotScore

Microsoft 365 - Collaboration Software

Microsoft 365

Maximize productivity with Microsoft 365.

Connect Basis with Microsoft 365 to share data and keep every team aligned in one place.

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Product Description

Microsoft 365 is the ultimate solution for maximizing productivity. This all-in-one platform brings together a variety of apps for networking and official work, offering different plans for enterprises, individuals, families, and education. With apps like MS Word, Excel, PowerPoint, and Teams, ...

Read more about Microsoft 365

Pricing

Free Trial available

Starts from $6/User/Month

ERP Software

8.5

SpotScore

NetSuite - ERP Software

NetSuite

Seamless financial management for modern businesses.

Connect Basis with NetSuite to sync financials across every department from one source of truth.

4.1

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Product Description

NetSuite cloud accounting software streamlines the process of transactions, management of payables and receivables, tax collection, and book closing, providing timely and accurate reporting while enhancing control over financial assets. With real-time access to financial data, you can quickly ...

Read more about NetSuite

Pricing

NetSuite offers custom pricing plan

9.2

SpotScore

SAP ERP - ERP Software

SAP ERP

Streamline your operations with SAP ERP.

Connect Basis with SAP ERP to sync financials across every department from one source of truth.

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Product Description

SAP ERP is a versatile enterprise resource planning solution that simplifies business management through a unified platform. It empowers organizations to efficiently handle all aspects of their operations, from manufacturing and finance to HR and services. With comprehensive features such as ...

Read more about SAP ERP

Pricing

SAP ERP offers custom pricing plan

9.0

SpotScore

Sage Intacct - ERP Software

Sage Intacct

Streamline your finances with Sage Intacct.

Connect Basis with Sage Intacct to sync financials across every department from one source of truth.

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Product Description

Sage Intacct is an all-in-one financial management and accounts monitoring assistant that caters to the needs of businesses. It offers an intelligent GL Slash feature that helps organizations streamline their core strategy and processes on the go. By using this software, companies can decrease ...

Read more about Sage Intacct

Pricing

Sage Intacct offers custom pricing plan

8.5

SpotScore

Microsoft Dynamics 365 ERP - ERP Software

Microsoft Dynamics 365 ERP

Streamline your business, stay ahead.

Connect Basis with Microsoft Dynamics 365 ERP to sync financials across every department from one source of truth.

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Product Description

Introducing Microsoft Dynamics 365 ERP – the ultimate cloud-based solution for all your business management needs. This user-friendly software offers customizable pricing options to suit your budget, with top-notch security features and regulatory compliance capabilities. Plus, with its ...

Read more about Microsoft Dynamics 365 ERP

Pricing

Microsoft Dynamics 365 ERP offers custom pricing plan

8.1

SpotScore

Dynamics 365 Business Central - ERP Software

Dynamics 365 Business Central

Empower your business with cloud-based efficiency.

Connect Basis with Dynamics 365 Business Central to sync financials across every department from one source of truth.

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Product Description

Dynamics 365 Business Central is a comprehensive solution on cloud for businesses, providing them with scalability, improved data security and real-time insights into business performance. It streamlines processes, reduces operating costs, and enhances communication between departments for ...

Read more about Dynamics 365 Business Central

Pricing

Starts from $70/User/Month

Financial Data APIs

Plaid - New SaaS Software

Plaid

Streamlining banking transactions for a prosperous future.

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Product Description

Plaid – Connect, Optimize, and Prosper. Create seamless connections between bank accounts and apps using Plaid's powerful API. With a user-friendly interface and simple integration, developers can quickly add Plaid's features to their app. Gain valuable insights into financial transactions and ...

Read more about Plaid

Pricing

Starts from $500/Month

Forever free plan available

Spreadsheets Software

Microsoft Excel - Spreadsheets Software

Microsoft Excel

Unlock the power of data with Excel.

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Product Description

Microsoft Excel has helped make the world more productive and businesses more valuable to their owners by helping people analyze large sets of data. Developers have built a simple user interface that operates in the same way as other Office apps for maximum familiarity. From creating, ...

Read more about Microsoft Excel

Pricing

Free Trial available, Try Now

Starts from $5

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].