Baker Tilly collaborates with Basis to expand AI-enabled automation across accounting and finance managed services 

CHICAGO (April 28, 2026) – Baker Tilly, a leading advisory, tax and assurance firm, today announced a collaboration with Basis, an AI-native platform designed for accounting firms, to advance AI-enabled accounting and finance delivery within its managed services practice. 

The initiative is focused on helping clients improve consistency, strengthen visibility and accelerate access to decision-ready financial insights. As Baker Tilly continues to scale its managed services offering, including accounting and finance services, the firm is investing in AI-enabled capabilities that reduce routine process burden while enabling deeper analysis, stronger oversight and more proactive decision-making. 

This work builds on Baker Tilly’s broader effort to evolve its service delivery into a more connected, data-driven model, where human expertise and intelligent technology work together to generate and apply insight more effectively across engagements.  

“AI will fundamentally reshape how accounting and finance services are delivered,” said Jivka Batchvarova, Baker Tilly managing principal – managed services. “For our clients, this is about more than efficiency. It is about creating a stronger operating model that delivers greater consistency, better visibility, and faster access to insight. By embedding AI into how work gets done, we can help clients spend less time managing routine processes and more time making informed decisions about performance, growth and what comes next.”  

Baker Tilly’s accounting and finance services support organizations across a range of industries, including construction, real estate, private equity, family office, healthcare, not-for-profit, SaaS, asset management and oil and gas. As demand grows, maintaining consistency, quality and visibility across different client systems, reporting structures and accounting requirements is increasingly important.  

After evaluating multiple platforms against complex client accounting scenarios, Baker Tilly selected Basis to support the next phase of its managed services expansion. Through the collaboration, Baker Tilly will introduce AI-enabled automation solutions across core accounting workflows, including transaction processing, journal entry support and reconciliations, as well as select finance activities such as post-close analysis, management reporting and budgeting and forecasting.  

“Our focus is delivering a client experience that is consistent, insightful and built for what matters most,” said Missy Thompson, Principal at Baker Tilly and executive sponsor for the initiative. “AI-enabled capabilities strengthen execution across routine processes while giving our professionals more capacity to analyze, advise and help clients navigate complexity with greater confidence and forward-looking insight.  

The collaboration reflects a broader shift in how accounting and finance services are delivered. As AI–takes on more repeatable work, organizations increasingly expect deeper insight, stronger decision support and more strategic guidance from their service providers. Baker Tilly is advancing its approach to meet those expectations by combining domain expertise with AI-enabled delivery to provide more connected, insight-driven service.  

“Baker Tilly is exactly the kind of firm we want to work with,” said Matt Harpe, CEO of Basis. “They have the scale, the vision, and the commitment to meaningfully transform how accounting and finance services are delivered. The future of accounting belongs to firms that embrace AI not as a bolt-on, but as the foundation of how they deliver services.”  

Baker Tilly will continue expanding AI-enabled capabilities across its managed services practice, with a focus on helping clients move from process execution to insight-driven decision-making through more integrated, data-driven service delivery. 

About Baker Tilly (bakertilly.com)

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Seattle, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. 

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 147 territories, with 50,000 professionals and a combined worldwide revenue of $6.8 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. 

About Basis

Basis is the leading AI agent platform for top accounting firms, providing accountants with a team of AI agents that understand accounting, learn specific client needs, work independently, and take real actions. Accounting teams across Tax, Audit, and CAAS, integrate Basis as part of their team, delegating core workflows and automating time-consuming, manual work.  

Basis was founded by Matthew Harpe and Mitchell Troyanovsky and has raised over $130 million from investors including Google Ventures, Accel, Khosla Ventures, BTV, NFDG, and Box Group. Visit getbasis.ai or join the conversation on LinkedIn and X.