The short answer
Clark and Basis are tools from different categories. Neither has a clear edge on the figures we track (entry price, review ratings, integrations, frameworks, customers). Best fit: Clark for CPA firms short on audit staff during busy season and Basis for accounting firms managing complex, repeatable CAS, tax or audit workflows. Shortlist on fit, then compare quotes for the same scope.
Which should you choose?
Choose Clark if…
- you're among CPA firms short on audit staff during busy season
- you're among firms that want AI to own whole engagement areas, not just extraction
- you're among EBP and government audit practices looking to add capacity
- this Basis drawback matters to you: pricing and standard package details are not public
Choose Basis if…
- you're among accounting firms managing complex, repeatable CAS, tax or audit workflows
- you're among tax teams processing large partnership returns and K-1 sets
- you're among CAS practices seeking agent-assisted month-end close work
- this Clark drawback matters to you: no public pricing
At a glance
| Attribute | Clark | Basis |
|---|---|---|
| Starting price | Custompricing as of Nov 2026 | Custompricing as of Oct 2026 |
| Pricing model | Annual subscription, quote-based | Quote-based subscription |
| Free trial | No public free trial is listed; book a demo. | No public free trial; access begins through a demo or waitlist. |
| Founded | Not disclosed (formerly uiAgent) | 2023 |
| Headquarters | New York, NY | New York, NY |
| Funding | $16M total | $138M |
| Frameworks | SOC 1 Type 2, SOC 2 Type 2, ISO 27001; supports HIPAA and GDPR | SOC 2 Type II; ISO 27001; ISO 42001 |
| Coverage | US CPA firms | CAS, tax, audit and corporate accounting |
| Integrations | SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel, email | Not published |
| Customers | 35+ CPA firms, including CliftonLarsonAllen and Aprio | Not published |
| Focus | AI audit staff for CPA firms | AI accounting agents |
Figures are as published by each vendor or review site on the verification date. "Leads" marks the stronger published figure; it isn't a recommendation on its own.
Where each one leads
Neither tool has a clear edge on the figures we can compare directly (entry price, review rating, integrations, frameworks, customers, free trial).
Pricing compared
Clark pricing
Custom · pricing as of Nov 2026
Plan-level pricing not published.
Clark does not publish prices or plans. Firms book a demo and receive a quote. The 40% time savings figure on Clark's site is described as illustrative, not a measured average.
Free trial: No public free trial is listed; book a demo.
Basis pricing
Custom · pricing as of Oct 2026
- PlatformCustom
AI agents for CAS, tax, audit and corporate accounting workflows
Basis does not publish pricing, paid entry points or standard tiers. The current buying path is sales-led, with buyers directed to request a demo or join the waitlist. No third-party benchmark price is provided in the supplied evidence.
Free trial: No public free trial; access begins through a demo or waitlist.
Key capabilities
Clark
- Clerks (AI audit employees). Autonomous agents assigned to engagement areas that collect documents, run tests, draft workpapers and chase client follow-ups, with CPAs retaining review and sign-off.
- Ava AI teammate. The assistant firms interact with to assign work, review output and ask questions about an engagement.
- Material Intelligence. Clark's agent harness, document processing and multi-layer memory that keeps context across documents and over the course of an engagement.
- Excel add-in. Brings Clark's extraction and testing into Excel workpapers so staff can stay in their spreadsheets.
- Integrations and UI automation. Connects to SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel and email, and uses UI automation for client sites without APIs.
- Peer Review Guarantee. Clark pays capped damages and refunds that client's fees if an Ava extraction error or miss becomes a peer review finding; team overrides are excluded.
- Specialty audit coverage. Clark markets Clerks for employee benefit plan (EBP) audits and for firms expanding into government audits.
Basis
- Month-end close. Runs client and corporate close workflows across complex accounting data.
- Tax return preparation. Moves from client intake through review-ready tax workpapers.
- K-1 processing. Handles large K-1 sets as part of partnership tax workflows.
- Reconciliation support. Helps debug difficult reconciliations and prepare related accounting work.
- Journal entry drafting. Creates complex journal entries for accountant review.
- Audit testing. Executes testing and cites evidence behind conclusions.
- Firm procedures. Supports repeatable accounting procedures and firm-specific workflows.
Pros and cons
Clark
Pros
- Clerks own engagement areas end to end, from document requests to draft workpapers
- Peer Review Guarantee puts money behind extraction accuracy
- SOC 1 Type 2, SOC 2 Type 2 and ISO 27001, with no training on customer data
- Named mid-market and top-25 CPA firm customers
Cons
- No public pricing
- Young company with $16M raised in total
- The 40% time savings figure is illustrative, not a measured average
- Built for US CPA firms; not aimed at internal audit teams
Basis
Pros
- Covers CAS, tax, audit and corporate accounting in one platform.
- Returns source-cited work and evidence for professional review.
- Supports firm-specific procedures and repeatable workflows.
- Lists SOC 2 Type II, ISO 27001 and ISO 42001 certifications.
Cons
- Pricing and standard package details are not public.
- There is no public self-service trial.
- The company does not publish a complete named integration matrix.
- AI-generated work still requires accountant or auditor review.
How they're similar
- Both use quote-based pricing, so the final price depends on scope and negotiation.
- Both are headquartered in New York, NY.
How they differ
- Focus
- Clark: AI audit staff for CPA firms
- Basis: AI accounting agents
- Pricing model
- Clark: Annual subscription, quote-based
- Basis: Quote-based subscription
- Founded
- Clark: Not disclosed (formerly uiAgent)
- Basis: 2023
- Funding
- Clark: $16M total
- Basis: $138M
- Listed only for this tool
- Clark: Audit automation, AI agents, Workpapers, CPA firms, Employee benefit plan audits, Government audits +2 more
- Basis: CAS, Tax, Audit, Corporate accounting, Month-end close, Reconciliations +5 more
Frequently asked questions
Is Clark cheaper than Basis?
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The published prices can't be compared directly (they are quote-based, use different billing units, or aren't published), so request quotes for the same scope. Clark: Custom (annual subscription, quote-based). Basis: Custom (quote-based subscription). (Clark pricing pricing as of Nov 2026; Basis pricing pricing as of Oct 2026.) Total cost depends on plan, company size and add-ons.
Which is better for startups, Clark or Basis?
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Clark's published positioning doesn't single out startups; its first best-fit group is "CPA firms short on audit staff during busy season". Basis's published positioning doesn't single out startups; its first best-fit group is "Accounting firms managing complex, repeatable CAS, tax or audit workflows". Neither answer replaces a quote for your headcount and scope.
Can I switch from Clark to Basis?
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Yes. They are separate products, so switching means setting up Basis and reconnecting your systems. Check your Clark contract term and renewal date before you commit. Data migration tooling isn't covered in our sources, so ask Basis whether it can import your Clark data.
Does Clark or Basis have more integrations?
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Clark: SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel, email; Basis: not published. Vendor counts are self-reported and define "integration" differently, so check that the specific systems you use are supported.
Do Clark and Basis offer a free trial?
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Clark: No public free trial is listed; book a demo. Basis: No public free trial; access begins through a demo or waitlist.
Go deeper
Clark
Audit & Risk
Basis
Tax & Accounting
Sources
Vendors change pricing and features often, so confirm with each vendor before buying. How we research
Work at one of these companies or spot something out of date? Suggest a correction. We check every report against a public source and update the page, usually within a few days.