Case Study: Basis builds flexible, secure accounting AI integrations with Merge

How Basis uses Merge as a foundational part of their AI infrastructure

Basis, an AI assistant for accounting firms based in New York, needed a better way to integrate with customers’ financial systems so its models could perform accounting tasks. Its original unified API platform was too rigid, limited access to data beyond its built-in models, and lacked logging and monitoring, making it hard to troubleshoot integration issues. Basis turned to Merge to find a more secure, observable, and flexible alternative.

Using Merge’s Unified API, Basis quickly connected to accounting systems like QuickBooks, Sage Intacct, and Xero, with bidirectional access to objects such as journal entries, expenses, invoices, transactions, and cash flow statements. Merge helped Basis power intelligent automations, improve model accuracy, and spend less time maintaining integrations. The team also cited fully searchable logs, authenticated passthrough requests, and enterprise-grade security features such as GDPR compliance, HIPAA, SOC 2 Type II, ISO 27001, Scopes, and Audit Trails as key benefits of Merge.

Basis

Mitchell Troyanovsky

Co-founder