EconomicoCompare
Economico vs Basis
An accounting firm wants agents to prepare client work while its accountants review it.
What Basis handles
Basis is built around the accounting firm: its agents help prepare work across client books, with professionals retaining review. That is a different operator from a founder keeping one company’s records with their own agent.
Which starting point fits?
| Fit | Basis | Economico |
|---|---|---|
| Target user | Accountant or partner at an accounting firm | Builder founder working through their own agent |
| Target company | Accounting firm serving multiple client companies | Pre-seed or seed software startup, including SaaS and AI products |
| Main job | Prepare client accounting work with agent help and professional review | Explain revenue, costs, cash and obligations from recorded facts |
| Choose when | Choose Basis if your accounting firm needs a managed workflow across clients and human reviewers. | Choose Economico when you need to see what was earned, spent and owed from facts your agents record and review. |
If a firm already keeps your books, agree on an opening balance and source records before comparing its historical reports with new ones.
An accounting firm’s agents or your own?
Basis puts AI accounting agents to work across an accounting firm’s client work, including CAS, tax and audit. Accountants review the output. That is a strong fit when the company already relies on a firm and the firm wants more capacity without adding the same number of staff.
The builder’s question is different: can the agent already helping ship the product record a customer deal, delivery and payment, then explain the resulting revenue and cash? Economico gives that agent a source-linked record for one business. It does not supply accountants to review your tax return or manage a portfolio of client books.
If you want a firm to own the process, ask the firm what it reviews and how you get answers between closes. If you want to operate the books with your own agent, test whether one recorded agreement produces an answer you can inspect.
Your first customer, from deal to cash
For your first paid SaaS customer, record the agreed plan, delivered service and completed payment in Economico. Read the resulting receivable, revenue and cash entries for your software company.
Supply the signed plan, delivery and completed payment as separate facts. The resulting statement can explain what was earned and collected; a professional still handles filing and policy judgments.
Test one customer deal with your agent
Give your agent the first paid SaaS agreement and delivery evidence. Ask what was earned, what remains due and where the answer came from.
If you run an accounting firm, see how Basis helps prepare client work.