AI case study

BasisAccounting automation

Ambiguous data forced manual review. Now, a GPT-5 supervisor routes tasks to sub-agents and surfaces assumptions for verification.

Published|6 months ago

The story

Context

A financial software startup founded in 2023 that builds AI agents for top accounting firms across the United States.

Challenge

Accounting tasks like reconciliations and journal entries require strict accuracy and explainability, often forcing manual review of ambiguous data....

Solution
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Scope & timeline

  • 30% avg time savings for accounting firms

Quotes

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The company

AI agents for accounting firms to automate workflows and task execution.

IndustryFinancial Services
LocationNew York, NY, USA
Employees11-50
Founded2023

The AI provider

AI research and deployment company developing generative models and tools.

IndustrySoftware & Platforms
LocationSan Francisco, CA, USA
Employees1K-5K
Founded2015

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