Basis

Agents you can actually rely on. Built specifically for accountants. Join us

[Basis @trybasis]

"If you just said agent extract Excel, extract PDF, you might get good outcomes, but they're not going to be reliable."

@mitch_troy: reliability comes from opinions, and some come from expertise. Read the primary source before answering a tax question.

@aiDotEngineer NYC:

[Basis @trybasis]

@DannyAziz97 Welcome to the team!

[Basis @trybasis]

@ethanproia @mitch_troy @falcone_design @simoncorry Welcome to the team!

[Basis @trybasis]

Electra uses Devin to write code. She also decides what needs doing, tests changes, ships updates to internal tools, and pushes the team.

@matthew_busel shares what it takes to move from agents to actually delegating responsibility to AI teammates: https://t.co/gzkdznBIRm

[Basis @trybasis]

"Nobody wants their agent to move 37 their tax return."

@mitch_troy: review agent work like a PR. Blast radius, and how much you trust the author.

"For agents to diffuse, they need to be simple. For teams to trust them, they need to be reliable."

From @aiDotEngineer NYC.

[Double Diamond @DoubleDiamondHQ]

We’ve had a blast learning with you, and now we’re scaling up every piece of what we do.

With the support of @trybasis, we’re going all in on our mission to become NYC’s home for designers and builders.

In this next chapter, we’ll be focused on producing industry-shaping events and media for our community here in NYC and our friends beyond.

Our own @falcone_design talked with @simoncorry and @mitch_troy about Basis betting on Double Diamond, and the power of new media and real community.

(00:00) John and Simon join Basis to build Labs
(00:34) The origin of Double Diamond
(04:06) Why Basis is supporting Double Diamond
(07:55) Why traditional recruitment is dead
(11:46) Becoming a meat proxy
(16:13) Babysitting Claude vs becoming prolific
(25:21) Leading users to the future
(31:34) Design systems are not solved
(37:46) Nobody cares about accounting
(42:12) Accounting as the foundation of capitalism

[Mitchell Troyanovsky @mitch_troy]

Excited for this come join to chat about the real work that happens when deploying long horizon and proactive agents to the real economy

[Basis @trybasis]

Read about how we build agents with @cursor_ai !

[Mitchell Troyanovsky @mitch_troy]

Maybe counterintuitive but I think IDE's will make a comeback.

Agents allow you to build far more complex systems that are NOT provable at runtime. So if you want to be a good agent engineer you better read the damn english

https://t.co/uIs2e1YcvE

[Basis @trybasis]

Every person at Basis, no matter what team they're on, has agents doing work alongside them within minutes of their first day.

We’ve been early to integrate AI into every process in our company - in part because we invested in building a team dedicated to making this happen.

If that sounds interesting, you should come join the Atlas team!

Read more from OpenAI about how we’re using Codex to make onboarding teachable with agents:
https://t.co/zzPIHkPzcj

[Basis @trybasis]

Last week, @mitch_troy joined @AI_in_the_AM to discuss accounting as “an intelligence over the economy,” how AI can help firms create capacity for growth, and how Behavior Specs can help supervise long-running agents.

Watch the full conversation:

[AI in the AM @AI_in_the_AM]

Accounting firms can increase their revenue 50% year on year with Basis

https://t.co/HQFUnIAC2m

[Nathan Labenz @labenz]

☀️ AI:AM is live.

Today: @mitch_troy, co-founder of @trybasis, on running long-horizon agents on real money, 9:30a PT.

Then Jay Dawani, co-founder & CEO of Lemurian Labs, on whether CUDA's moat is really a software problem, 10:15a PT.

https://t.co/qIIQS9VuK4

[Basis @trybasis]

The next era of accounting.

Agents you can actually rely on. Built specifically for accountants.

Hear from the accountants putting @trybasis to work

[Basis @trybasis]

“It’s just doing the work and I’m just reviewing it.” — Todd Whitcomb, Managing Partner at Whitcomb & Sheridan.

For the past few months, we’ve been building Basis for Small Firms with a community of small firm owners across tax, CAS, and audit.

Accountants in our community beta are already getting 10–20 hours back each week.

Today, we’re inviting more firms in.

Firm leaders can join the beta here: https://t.co/ufKK3LfE3Y

[Basis @trybasis]

“Basis is the end all be all,” one of our customers told us.

It’s only possible because our customers built Basis with us.

At our first customer conference, accounting leaders kept returning to three ideas:
1. Capacity no longer has to constrain growth.
2. Change management makes or breaks a transformation.
3. Firms have to redesign how they train and upskill their teams.

Thank you to every customer who shared their perspective and challenged our thinking.

You are building the future of accounting. We are grateful to get to do it with you.

[Basis @trybasis]

@mattturck @mitch_troy It is a cool role

https://t.co/TMtmHwpxDZ

[Basis @trybasis]

@mattturck @mitch_troy @steph_palazzolo Accounting is an intelligence over the economy!

[Basis @trybasis]

Listen to our cofounder @mitch_troy talk about the specifics of how we build agents to be reliable and trustworthy not just smart

[Matt Turck @mattturck]

How to build long-horizon AI agents: behavior specs, ontologies, process supervision - my conversation with @mitch_troy, co-founder of @trybasis

01:09 Why Everyone at Basis Was Whispering to AI when @steph_palazzolo walked in
04:12 Accounting as "an Intelligence Over the Economy"
06:11 What Makes an Agent Truly Long-Horizon
08:24 Inside an Autonomous, Multi-Day Tax Return
10:19 Agents That Hand Off Like Senior Engineers
11:17 A Brief History of Agents: From ReAct to Today
12:33 Why LLMs Have No Long-Term Memory
14:13 Why AutoGPT Didn't Live Up to Its Promise
15:51 The Three Breakthroughs: Opus 3, o1, o3
17:07 Why Reasoning Models Unlocked Agents
18:23 "Let's Verify Step by Step": The Road Not Taken
20:32 Pushing Back on the METR Chart
22:09 Why Coding Agents Won First
25:14 Why Real-World Agents Are Harder
26:55 How Accountants Verify Non-Deterministic Work
29:18 You Can't Scale Tax Returns Like Math
33:16 100 Evals Pass - So What?
35:53 Right Answer, Wrong Process
36:37 Behavior Specs, Explained
39:58 How Specific Should Behaviors Be?
42:18 Context Is Runtime Training Data
44:21 Who Judges the Judge?
46:45 The Move 37 Objection
50:02 The Magic Box Mental Model
52:41 "Nothing Has Changed Since o3"
54:56 Open-Sourcing Behavior Specs with @ankrgyl @braintrust
59:45 Ontologies: A World for Agents to Live In
01:04:20 Documentation as Codebase
01:06:33 Why the Founding Fathers Were Context Engineers
01:09:05 Onboarding 300 Brilliant Alien Employees
01:11:10 Self-Improving Agent Systems
01:12:50 The Context Mistake Agent Builders Make
01:14:29 RL on Behavior Adherence
01:17:01 Will the Bitter Lesson Swallow the Harness
01:18:46 "Technical Moats Are Not Real Moats"
01:21:03 Advice for AI Builders

[Mitchell Troyanovsky @mitch_troy]

Excited to announce the Basis End-to-End Tax Platform, the first production deployment I’m aware of built around truly proactive agents.

By proactive agents, I mean agents that operate against goals and jobs without needing a human to constantly give them work.

I think this is the next logical evolution of long-horizon agents.

Basis agents take responsibility for the entire first pass. They gather the required information and evidence from clients, prepare and review the return, and bring in accountants when an issue requires judgment.

The agents keep the work moving. Accountants can inspect every step and control every decision.

[Basis @trybasis]

Read more: https://t.co/EjrQsmwMvW

[Basis @trybasis]

The future of tax is end-to-end intelligence.

Today at Basis Tax Day, we hosted leaders from 30 of the Top 100 accounting firms to explore what changes when Basis takes the first pass on complex returns.

We launched Basis End-to-End Tax for that future. So accountants get out of data entry and start with review.

The 2027 busy season will feel very different with Basis.