Precision AI OS vs Basis: What Each One Does
Basis takes a first pass on coding, the close, and the tax file. Precision AI OS lists the open questions beside it for the person who signs.
Updated
Precision AI OS vs Basis at a glance
| Job | Basis | Precision AI OS |
|---|---|---|
| Audience | Agents built for accountants | Can draft the practice note and route it to the manager. |
| First pass | Agents take a first pass, including long runs | Can collect the open questions for the person who signs the file. |
| Coding | Codes bank and card activity and flags low confidence | Can list the flagged items for the person who will decide them. |
| Tax file | Gathers data and builds workpapers before the team opens the file | Can prepare the organizer checklist for the preparer. |
| Close | Runs the close to the firm's policies and templates | Can write the close status for the person who owns the file. |
| Decisions | High-confidence items can be pushed, and flagged items wait | Can hold the flagged items for a named person. |
Where Basis fits
Keep Basis for
Basis keeps separate paths for client accounting, tax, audit, and corporate accounting.
Basis agents take a first pass while a person stays on the decision.
Bank and card activity can be coded in Basis, with low-confidence items flagged.
Add Precision for
The link from Basis paths to the practice system that still sits beside them.
A person on the Basis items that were flagged instead of pushed.
The next cycle that depends on the rest of the firm, not only Basis.
How Basis and Precision fit
Basis keeps the accounting passes it already runs.
A Precision engagement beside Basis can be scoped to connect those passes to the practice system around them.
The firm's people approve the work Basis leaves for a person.
Basis and Precision AI OS: common questions
Is Basis enough for an accounting firm?
Basis is built for accounting work: coding, the close, and a tax first pass. The practice system those paths still have to reach stays in place.
Who checks Basis output?
Basis's terms make the customer responsible for checking output before relying on it. Low-confidence coding is flagged rather than pushed.
What does Precision add beside Basis?
Once access and responsibilities are confirmed, those accounting passes can be included in the Precision scope, with a named person on the decisions.
See where Precision fits next to Basis.
Precision AI OS is not affiliated with, endorsed by, or sponsored by Basis.