Basis
Basis
Firms that want multi-client agents on client QBO / Xero files
Already in Basis: Multi-client agents
1 other AI program works with this software. Names and setups stay with the license.
Teaser · one process
native
Firm practice AI / multi-client book health
Agent drafts — a person still signs
How to turn it on, the companion app, and the other processes stay with the license.
Basis map is licensed
Setups, companion apps, sequences, and control notes open after you pay. The sample is the free look.